Here is the Preparation Checklist

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Here is your preparation list for configuring your own OfficeOntheInternet.com. Once you purchase it, you will be delivered the configuration page. You may have already provided some of this information if you signed up for the free trial.

Here is what you will need to enter into the form.

you will need to configure your installation of OfficeOntheInternet.com ( Asterisks items are required).

* Please Choose a third level domain and landing page url: .OfficeOnTheInternet.com (example, yourcompany.OfficeOntheInternet.com )

___________________________

* Super Administrator's Name: ___________________________

* Super Administrator's Email Address: ___________________________

* Super Administrator's Password: ___________________________

* Confirm Password:

Name of Administrator if Different then Super Administrator (receives copies of all message posts) ___________________________

Administrator's Name: ___________________________

Administrator's Email Address: ___________________________

Administrator's Password: ___________________________

Confirm Password:

Secret Security Question: Answer: ___________________________

Customizing Features

* Provide your custom header/banner (HTML, Javascript or plain text. We can also help you with this at no charge by getting the information for you from your existing website): ___________________________

See Example here: Example header


* Provide your custom main section message (for login page in HTML, Javascript or plain text. We can also help you with this at no charge by getting the information for you from your existing website) : ___________________________

See Example here: https://securepaymentgateway.net/gtp-dev/index.php?


* Provide your custom footer (HTML, Javascript or plain text. We can also help you with this at no charge by getting the information for you from your existing website): ___________________________

See Example here: Example Site

Customize Your Client Contract

* You will need to upload your client contract or professional services agreement:

See Example here: https://trinity81.securesites.net/secure/gtp/psa.html


Customize the List of Your Services

* Provide your custom list of professional services (e.g., content writing,
graphic design).

Write one service type per line.


Customize Your User Types

Provide your custom list of user access levels. If you do not create
custom names, the defaults will be used. Example: Event Managers, Bartenders, etc.

Level Default Name Your Custom Name

Level 1 Super Admin (Not Editable)

Level 2 Administrator (Admin) ___________________________

Level 3 Project Manager (PM) ___________________________

Level 4 Project Manager Assistant (PM) _______________________

Level 5 Resource Member (RM) ___________________________

Level 6 Client/Stakeholder ___________________________


Customize Your Proposal Letter To Prospect Clients

* Provide your stock Proposal Letter that you send to your clients from yourcompany.OfficeOnTheInternet.com:

See Example here:

From: Your Email Address
Sent: 10/23/2008 7:18 PM
To: Your Prospect Client
Subject: Your Company Name, Professional Services Agreement and Price Quote


Dear %Customer Name%,
We have prepared the proposal and price estimate for your requested Projects/tasks. You can securely view your proposal by logging
into the %Your Company Name% web site portal.

To log in, click here >> Your Company Name Portal (or cut and paste this link into your browser, yourcompany.officeontheinternet.com )
Your user ID: %client's email%
Your password: %client's password%

There, you may review the Your Company Name proposal and Professional Services Agreement. You will have the option of authorizing the project (by clicking "I Agree") and making a payment or you may simply log out and reply back to this email with any requested changes or revisions to the proposal.

The revised proposal would then be resent for your review and consideration.

Once we receive your payment (and any additional information as needed e.g., hostnames, user ids, and passwords), typically we will commence work on your project within 12-24 hours. Please do not hesitate to call us if you have any further questions.


PLEASE NOTE some credit card companies have a default limit on online transactions. If your payment does not go through, you may need to contact your credit card company to let them know the down-payment deposit amount of your transaction (example, $500) and have them enhance and tailor your online transaction amount. Most companies will make the change for you in real-time.

We look forward to your reply. Thank you.
All the Best,
Your Signature Block

================================================== ============================

This message is intended only for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited by law. If you have received this communication in error, please notify me immediately.

Customize Your Email Notification from your OfficeOnTheInternet.com. This is the email that goes out when you post updates in your OfficeOnTheInternet.com.

* Provide your message post notification email message that will be generated out of your OfficeOnTheInternet.com or indicate "Use Default Message." If you want to customize this item you can. Otherwise the default message is as follows.

___________________________

See Example here:

-----Original Message-----
From: Your Admin Email Address
Sent: 10/24/2008 11:18 AM
To: Receiver
Subject: Auto-generated Subject that is the Project Name, Task Name, and Sender ID

Auto-generated Subject that is the Project Name, Task Name, and Sender ID has just been updated:

Updated info is:
-------------------



-------------------

Please log in to communicate with us regarding this and other projects, at http://yourcompany.officeontheinternet.com

Thank you!

PAYMENT GATEWAY (Your Credit Card Processor Information) with OfficeOnTheInternet.com payments made to you by your clients go through your own credit card processor.

* Indicate your payment gateway: ___________________________ Example: PayPal, AuthorizeNet, etc.

* What is the API user id: ___________________________

* What is the API pw: ___________________________

If you don't know the correct answer to some of these items you can write in "will provide later."

Please contact us if you have any questions. Thanks.