Help

AT Recommendations

The help topics below are applicable only to @magic subscribers.

What is an AT Recommendation?

An AT recommendation is a print-friendly version of your clipboard items. You can create AT recommendations to give to your clients, keep for your own records, or attach with equipment request funding forms e.g PADP. When you create an AT recommendation, you are given the option of including product supplier details, adding your own comments and recommending suitable models and options.

How do I create an AT Recommendation?

To create an AT recommendation, simply click the 'Create AT Recommendation' button, located on the right hand side of the clipboard. You will then be guided through a 4-step process which involves selecting the products (from your clipboard) to include in your recommendation, choosing suitable suppliers, customising the recommendation (e.g adding in your own comments, selecting models, recommending options) and finally printing the recommendation.

Customising your AT Recommendation

If you would like to recommend certain options for your clients, you can customise your AT recommendation to display this information. You will notice that the section 'options' next to each product on the AT Recommendation will have pre-filled information displaying. This information is the information obtained from suppliers about the types of options you can get with the product. We have pre-filled this to make this easier for you to recommend certain options to your client. To edit what this says simply click on the box, or click the 'edit' link. You can remove whatever information is unnecessary. If you have made a mistake and need the original product options information back, simply click the 'reset' link.

You can also add additional comments in the 'additional comments' area. To insert a comment, simply click the area to type, or click the 'edit' link. If you don't wish to include any comments, you can leave this, and it will not appear on your final print-out.

Printing your AT Recommendation

Click the print icon in AT Recommendation Step 4.
Follow these printing instructions to make sure your recommendation prints correctly.

Saving your AT Recommendation as a PDF

• Download and install a PDF Converter. We recommend you download the doPDF free PDF Converter. For further assistance please refer to these installation instructions
• After you have installed doPDF, you will need to restart your computer. This means that if you wish to save the AT Recommendation you have just created, you will need to visit your Saved Clipboards after restarting.
• Once you have navigated back to 'Step 4' e.g 'Print or Save' you will need to click the Save icon located above.
• A dialog window should appear showing you various printing options.
• Change the printer to the doPDF printer by clicking on the icon (or selecting it from the drop-down' box)
• Another window should appear asking you to fill in some information to create your PDF. You can give your AT Recommendation a title and also choose a location to save it to by clicking the Browse button.
• After you have selected the location where you want to save the PDF, click OK
• Your AT Recommendation should have successfully been created and should open up in your default PDF viewer.