How to configure multiple workstations with Click & Drop Desktop (Online Business Accounts)

Please note that our Click & Drop Desktop application is not yet publicly released. Please check here and your Click & Drop user messages for more news. 

 

What are multiple workstations?

If your business works across multiple workstations, the Click & Drop Desktop application allows you to send your labels to different printers depending on the workstation you are using.

What do I need to install on each additional computer/device?

If you have not already installed and configured Click & Drop Desktop, please see this guide: How to import orders with Click & Drop Desktop. You will need to do this first.

You will need to install Click & Drop Desktop client on each workstation that you wish to print from. If you only ever print from one machine, or you do not wish for your labels to print automatically, you do not need to configure multiple workstations.

To install Click & Drop Desktop on a new machine, go to your Settings > Integrations, and click 'Click & Drop Desktop.

Click the red 'Click & Drop desktop installer' text within the grey box to download the application again. 

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Once downloaded, please set your 'Watch directory'. This should be the same watch directory for all of your workstations. Please do not select your individual workstation folders at this point. 

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If you wish for your labels to print automatically, you will need to install Royal Mail Print Assist on every workstation you wish to configure. You will need the same log in details for each workstation you wish to configure.

For more information, please see this guide: How to connect Royal Mail Print Assist.

Please note that if you are using multiple workstations within Click & Drop, you do not need to configure your printers in Royal Mail Print Assist - but you must have Royal Mail Print Assist switched on and configured.

Configuring your workstations

To begin, go to your Settings page, and click the 'Integrations' tile. In the new window that opens, click Click anywhere within your 'Click & Drop Desktop'. integration to expand the line and view additional information.

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In order to configure multiple workstations, you must first ensure the 'Print labels automatically after import' button is checked.

Next, click the 'Configure Printers' button.

IntegrationSettings.png

You will be presented with the screen that will display each workstation that you have connected to Click & Drop. A workstation is a particular machine or device that you or your staff may use.

When you configure a workstation, Click & Drop will be able to detect any printers installed on that device or machine, so please ensure your printers are installed correctly.

To configure a workstation, click the 'Add workstation' button.

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From the drop down menus, select the workstation you are currently on, and then select which printer should be used for each type of label/document.

The options available here are dependent on your label template settings. For information on how to change or review your label settings, please see this guide: Choosing your label template.

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If you choose to use the 'Is default' setting, all documents dropped into your 'Watch' folder will be automatically send to your default printer. 

Click the 'Save' button when ready.

To configure a different workstation, log into Click & Drop on that particular machine or device, and click the 'Add workstation' button again to repeat the process.

Which folder should I drop my spreadsheets into?

Within your 'Watch' folder, a new folder will have been created for each workstation you have configured.

When you are working on a particular workstation, you will need to drop your file into that particular workstation's folder. 

In the example below, two different workstations have been configured within the Dropbox integration, 'Workstation A' and 'Workstation B'.

if you drop your file into your 'Workstation A' folder, your labels will print from the printers configured for 'Workstation A', and your labels, results files, and processed spreadsheets will all be placed into the sub directories of  'Workstation A'.

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