Advertising Systems Training
Online Portal 2.0
Online Portal – Obituaries & Death Notice
User Guide
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INTRODUCTION .............................................................................................................. 3
MINIMUM SYSTEM REQUIREMENTS: .......................................................................................................... 3
GETTING STARTED .......................................................................................................... 4
LOGIN ................................................................................................................................................ 4
BASIC NAVIGATION ........................................................................................................ 5
FIELDS ................................................................................................................................................ 5
SCREENS ............................................................................................................................................. 5
START OVER ........................................................................................................................................ 5
CREATING A DEATH NOTICE ............................................................................................ 6
ENTERING DEATH NOTICES INTO THE PORTAL ............................................................................................... 7
ADDING GRAPHICS TO A DEATH NOTICE ...................................................................................................... 8
REVIEWING THE DEATH NOTICE ................................................................................................................ 9
Submitting the Death Notice for Publication ............................................................................................ 10
Making Additional Changes to the Death Notice ...................................................................................... 10
Saving Death Notices .............................................................................................................................. 11
PRINTING A COPY OF THE DEATH NOTICE .................................................................................................. 13
CREATING AN OBITUARY NOTICE.................................................................................. 15
ENTERING OBITUARY NOTICES INTO THE PORTAL ......................................................................................... 16
ADDING A PHOTO TO AN OBITUARY NOTICE ............................................................................................... 17
Editing a Photo ....................................................................................................................................... 18
ADDING GRAPHICS TO AN OBITUARY NOTICE ............................................................................................. 19
REVIEWING THE OBITUARY NOTICE .......................................................................................................... 20
Submitting the Obituary Notice for Publication........................................................................................ 21
Making Additional Changes to the Obituary Notice .................................................................................. 21
Saving Obituary Notices .......................................................................................................................... 22
PRINTING A COPY OF THE OBITUARY NOTICE .............................................................................................. 23
CREATING CUSTOM OBITUARY NOTICES ....................................................................... 25
VIEWING/EDITING ACCOUNT INFORMATION ............................................................... 26
EDITING ACCOUNT INFORMATION ........................................................................................................... 27
VIEWING AN ACCOUNT SUMMARY .......................................................................................................... 28
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Introduction
Welcome to the Online Self Service Portal for Obituaries and Death Notices User Guide. The Online Self
Service Portal for Obituaries and Death Notices is a fast, easy, online way for funeral homes and
mortuaries to create and submit their death notices and obituaries directly.
Using the Online Self Service Portal for Obituaries and Death Notices application allows the user to
create these notices via the Internet. Simply log in, fill out pertinent information about the deceased,
upload a photo (if desired) and select scheduled run dates. Once the information is entered, hit the save
button and a notice is instantly created.
Minimum System Requirements:
•
Compatible with the following browsers
- Firefox
- Internet Explorer 8 or above
- Safari
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Getting Started
Login
To gain access to the online tool, log in to the DMNmedia Online Self Service Portal for Obituaries and
Death Notices web page.
URL: http://placeobits.dallasnews.com
Figure 1-1 Login Screen
The DMNmedia Obituary Team will inform you of your User Name and Password. The password is case
sensitive, therefore, the password must be entered in the same case in which it was originally set up, i.e.
lower case, UPPERCASE, or Mixed Case letters. If you enter your password incorrectly, an error message
will appear. If you receive this error, please double check that your Caps Lock key is not on. If you still
cannot get logged in, you may contact the DMNmedia Obituary Team via email
([email protected]) or by phone 214-977-8672 to verify your user name and password. (Figure
1-1)
If you do not remember your password, or need to have your password reset, please contact the
DMNmedia Obituary Team via email ([email protected]) or by phone 214-977-8672.
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Basic Navigation
Fields
To navigate through the various fields within the Portal Online Self Service Portal Death Notices and
Obituaries, the user may either point & click with the mouse or use the tab key. Areas designated with a
red asterisk (*) are mandatory and must be filled in order to complete a notice.
Screens
It is important to remember to not use the Back Button feature on your Internet browser. Using the
browser back button will cause the portal to malfunction and your work could be lost. Please use
the
at
the bottom of the screen to navigate through the application.
Start Over
At any time during or at the of the creation process, you may return to the Main Entry screen by clicking
on the Start Over link at the top of each page of the portal. (Figure 1-2)
Figure 1-2 Start Over Link
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Creating a Death Notice
Once logged into the portal you will be at the Home Screen shown below. To create a new death notice,
move your cursor over the Death Notices graphic. Notice the Death Notices graphic is now highlighted
by a blue box. (Figure 2-1)
Clicking on the Death Notices graphic will take you into the Main Entry screen for death notices.
Figure 2-1 Home Screen with Death Notices graphic highlighted
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Entering Death Notices into the Portal
Once on the Death Notice Main Entry screen, complete the fields to create the death notice. All fields
required to complete the death notice are designated with a red asterisk (*). The portal will not allow
you to move forward with the entry process if the required fields are not completed. (Figure 2-2)
Figure 2-2 Death Notices Main Entry screen
You may obtain text for the Death Notice from an email or a word processing document (such as
Microsoft Word). You may Copy this content and paste it into the ”Basic Service Information” text field
of the Obit Self-service Tool.
Please Note: When content is copied from other sources, sometimes characters such as quotes, slashes
or numbers may appear as garbled text. It’s a good idea to print a copy of the final death notice and
review it to make sure the text appears correctly for print.
If the death notice text doesn’t appear correctly, delete the contents of the text field, repeat the copy &
paste procedure and print the text again. If the problem persists, delete the problem text and type it into
the text field as you wish it to appear. Print and review the text before continuing.
Once all the fields are completed, click the
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button to move to the next screen.
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Adding Graphics to a Death Notice
The Adding Graphics screen allows you to add your logo to the death notice. If you would like to add
your company logo, click the button under your logo on the screen. After adding your logo, if you would
like to remove it select the None button and click on the
button to view the changes
for the death notice on the screen.
Figure 2-3 Death Notices Adding Graphics screen
If you need to make changes to the information included in the death notice, click on the
button to return to the original death notice entry screen. Or if the death notice
needs numerous changes, you can click on the Start Over link at the top of the screen to return to the
Main Entry screen. Once there, you can simply begin the process of creating the death notice from the
beginning.
Once all the fields are completed, click the
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button to move to the next screen.
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Reviewing the Death Notice
On the Review Order screen, you may make a final review of the death notice before submitting for
publication. On the Review Order screen, you can perform the following three items with your death
notice:
1. Submit the order for publication
2. Make changes to the death notice
3. Save the death notice
Figure 2-4 Death Notices Review Order screen
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Submitting the Death Notice for Publication
If you are ready to submit the death notice for publication, click the
button. You will be
directed to the Submission Confirmation screen acknowledging a successful submission of the death
notice along with the Order Number for future reference. (Figure 2-4a)
Figure 2-4a Death Notices Submission Confirmation Screen
To place another death notice, you may click the
button to return to the Main Entry
screen or by clicking the Start Over link at the top of the portal screen.
Making Additional Changes to the Death Notice
You can still make changes to the death notice before submitting for publication. If you need to make
changes before submitting, click on the
button to return to the Adding Graphics screen.
Then click the
button to return to the Main Entry screen for death notices.
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Saving Death Notices
If you want to save the death notice and access at a later date click the
you to the Order Saved screen. (Figure 2-4b)
button. This will take
Figure 2-4b Order Saved Confirmation Screen
You can access the death notice later by selecting the View Orders link at the top of any screen in the
portal. Select the order number you would wish to edit. (Figure 2-4c)
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2-4b Order
Saved
Screen
ThisFigure
will take
you to
the Confirmation
Order Quote
Screen. To make changes to this death notice, click
the button. Once you have made the necessary changes to the death notice click the
button. (Figure 2-4d)
If no changes are required, click the
button to submit the notice as described on page 10.
Figure 2-4d Order Quote Screen
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Printing a Copy of the Death Notice
You may have circumstances where your customer requests an electronic copy of the death notice you
have created. Printing out a copy of the death notice is simple and quick. On the Order Saved or
Submission Confirmation screens click on the
button.
Figure 2-5a Submission Confirmation Screen with Print button highlighted
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A PDF window will appear on your screen with the electronic copy of the death notice. Click the
appropriate printer icon on your computer to print. (Figure 2-5b)
Figure 2-5b PDF copy of death notice
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Creating an Obituary Notice
Once logged into the portal you will be at the Home Screen shown below. To create a new obituary,
move your cursor over the Obituary Notices graphic. Notice the Obituary Notices graphic is now
highlighted by a blue box. (Figure 3-1)
Clicking on the Obituary Notices graphic will take you into the Main Entry screen for obituary notices.
Figure 3-1 Home Screen with Obituary Notices graphic highlighted
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Entering Obituary Notices into the Portal
Once on the Obituary Notice Main Entry screen, complete the fields to create the obituary notice. All
fields required to complete the obituary notice are designated with a red asterisk (*). The portal will not
allow you to move forward with the entry process if the required fields are not completed. (Figure 3-2)
Figure 3-2 Obituary Notices Main Entry screen
You may obtain text for the obituary from an email or a word processing document (such as Microsoft
Word). You may Copy this content and paste it into the text field of the Obit Self-service Tool.
Please Note: When content is copied from other sources, sometimes characters such as quotes, slashes
or numbers may appear as garbled text. It’s a good idea to print a copy of the final obit and review it to
make sure the text appears correctly for print.
If the obit text doesn’t appear correctly, delete the contents of the text field, repeat the copy & paste
procedure and print the text again. If the problem persists, delete the problem text and type it into the
text field as you wish it to appear. Print and review the text before continuing.
At this point, if you would like to add photos to the obituary you would select the
button to go to the Photo Upload screen. If you do not wish to add a photo to the obituary, click the
button to go to the Adding Graphics screen. If later during the process of creating the
obituary, the decision is made to add a photo, you can accomplish this while still on the Adding Graphics
screen.
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Adding a Photo to an Obituary Notice
Adding a photo to an obituary notice can be accomplished from either the Obituary Notice Main Entry
screen by clicking the
button screen or by clicking the
button
from the Adding Graphics screen. Clicking either of these buttons will take you to the Photo Upload
screen. (Figure 3-3)
Figure 3-3 Photo Upload screen
To upload a photo from your desktop, click the
button a File Upload screen will appear
allowing you to select the desired photo from your desktop. Once you have selected the desired photo,
click the “Open” button in the File Upload screen to return to the Photo Upload screen. Click the
button to attach the photo to the obituary notice. This will take you to the Edit Photo
screen. If the selected photo is not the one desired, click the button to remove the photo. You can then
follow previous steps to select the desired photo. If a photo is not needed select the
button at the bottom left of the screen to continue with the next step for the creation of the obituary.
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Editing a Photo
The Edit Photo screen allows you to make some basic edits to the photo if needed. This screen will allow
the user to edit, crop, or add a caption to a photo. Once changes have been made to the photo click the
button.
Figure 3-3a Photo Upload screen
The following window prompt will appear. Select OK to move to the next step in the creating process.
Figure 3-3b Window Prompt
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Adding Graphics to an Obituary Notice
The Adding Graphics screen allows you to enhance your obituary notice with graphics and to review the
obituary notice before submitting. (Figure 3-4)
Select the start date & Select the start date and number of days the obit will run. Remember to
number of days: second day discount.
Update Photo: If you want to make changes to the photo, select a new photo, or add a photo
to the obituary notice select the
button.
Choose icons and logo: You can select one free icon to add to the obituary. You can add the Native
Texan logo to the obituary notice for an additional cost. If an icon is not
desired, then select the None button.
Company logo: If you would like to add your company logo, click the button under your logo
on the screen. If a logo is not desired, then select the None button.
Review and approve: Review the obituary notice in the preview window. Make changes as necessary
by either removing icons or logos; by removing the photo; or by clicking the
button. If needed you can select the Start Over link at the top
of page to begin the obituary notice process from the beginning.
Each time you make a change to the obituary notice on the Adding Graphics screen, click the
button to reflect the changes in the preview window. Once you have previewed your
obituary notice, and are satisfied, please press
.
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Reviewing the
Obituary
Notice
Figure
3-4 Obituary
Notices Adding Graphics screen
On the Review Order screen, you may make a final review of the obituary notice before submitting for
publication. (Figure 3-5) On the Review Order screen, you can perform the following three items with
your obituary notice:
1. Submit the order for publication
2. Make changes to the obituary notice
3. Save the obituary notice
Figure 3-5 Obituary Notices Review Order screen
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Submitting the Obituary Notice for Publication
If you are ready to submit the obituary notice for publication, click the
button. You will be
directed to the Submission Confirmation screen acknowledging a successful submission of the obituary
notice along with the Order Number for future reference. (Figure 3-5a)
Figure 3-5a Obituary Notices Submission Confirmation Screen
To place another obituary notice, you may click the
button to return to the Main
Entry screen or by clicking the Start Over link at the top of the portal screen.
Making Additional Changes to the Obituary Notice
You can still make changes to the death notice before submitting for publication. If you need to make
changes before submitting, click on the
button to return to the Adding Graphics screen.
Then click the
button to return to the Main Entry screen for obituary notices.
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Saving Obituary Notices
If you want to save the obituary notice and access at a later date click the
button. This will
take you to the Order Saved screen. You can access the obituary notice later by selecting the View
Orders link at the top of any screen in the portal. Select the order number you would wish to edit. (Figure
3-5b)
Figure 3-5b Order Saved Confirmation Screen
This will take you to the Order Quote Screen. To make changes to the obituary notice, click
the button. Once you have made the necessary changes to the obituary notice click the
button. If no changes are required, click the
button to submit the notice as described on
page 10.
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Printing a Copy of the Obituary Notice
You may have circumstances where your customer requests an electronic copy of the obituary notice you
have created. Printing out a copy of the obituary notice is simple and quick. On the Order Saved or
Submission Confirmation screens click on the
button. (Figure 3-6a)
Figure 3-6a Submission Confirmation Screen with Print button highlighted
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A PDF window will appear on your screen with the electronic copy of the obituary notice. Click the
appropriate printer icon on your computer to print. (Figure 3-6b)
Figure 3-6b PDF copy of obituary notice
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Creating Custom Obituary Notices
If you would like to provide a Custom Obituary Notice, please contact the DMNmedia Obituary Team by
phone 214-977-8672 to inquire about available options.
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Viewing/Editing Account Information
Log in as usual and click on the My Account link on the top of the Home Screen. (Figure 5-1)
Figure 5-1 Home Screen with My Account link highlighted
The My Account screen will appear. (Figure 5-2)
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Figure 5-2 My Account screen
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Editing Account Information
To edit account information within the portal, click the
button. The Edit Account screen
will display. (Figure 5-3) Edit the fields with the desired changes. Please keep in mind to complete all of
button when all
the required fields on the screen designated by the asterisk (*). Click the
edits have been completed.
Figure 5-3 Edit Account screen
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Viewing an Account Summary
The Account Summary screen allows you view the notices billed to your account for a specified period.
Click on the button
on the My Account screen to access the Account Summary
screen. (Figure 5-4)
Figure 5-4 Account Summary screen
Choose the appropriate month you wish to view the Account Summary from either the drop list or with
the scrolling arrows. The drop list contains the account summaries for the previous 11 months.
To return to the My Account screen click the
button.
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NOTES:
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