Welcome To HiTouch!
The following contains a User’s Guide to the Montefiore Office Supplies & Forms andStationeryOn-Line System powered by HiTouch Business Services. If you have any questions or feedback please reach out to Jennifer Edwards in the Business Information Systems Department (BIS) by emailing or calling: or 914-349-8723/914-349-8700.
Table of Contents
Section 1 – Introduction
A. HiTouch Business Services Web Ordering Setup
1a. Account Details
B. Accessing HiTouch Website
1b. Website Address
2b. Logging In
Section 2 – Supplies & Forms Account
C. Selecting Account, Department, and Shipping Location
1c. Account Selection5
2c. Department (Cost Center/Fund Number) Selection
3c. Shipping Location (Ship To) Selection...... 5
D. Using HiTouch Website...... 6
1d. Ordering...... 7
Shopping Cart...... 8
Checking Out...... 9
2d. ‘My Account’ Menu...... 10
Select An Account...... 10
Quick Order
Favorite Lists...... 11
Adding Items to Favorite List/Searching for Items...... 12
Saved Carts
Order History/Returns
Ink & Toner Finder
My User Information
Scheduled Orders18
Section 3 - Stationery Ordering………………………………………………………..………...………...22
E.HiTouch Business Services Stationery Ordering Guidelines……………………………………22
1e. Stationery Ordering………………………………………………………………………………25
Create New Order………………………………………………………………………………..25
Complete Your Order…………………………………………………………………………….27
Reordering Items…………………………………………………………………………………29
Section 1 – Introduction
A. HiTouch Business Services Web Ordering Setup
If you require access to order office supplies and stationery items you must submit an access form.
The access form can be located on the HiTouch Splash Page (see p. 4) and on the BIS website via the Montefiore Intranet.
The form must be completely filled out in order to expedite processing.
You may email the completed and signed for to Jennifer Edwards.
Once your account has been setup your login credentials will be sent via email from HiTouch Business Services.
You will need internet access to access the HiTouch website. Contact the Service Desk for access718-920-4554.
1a. Account Details
HiTouch will make next business day deliveries for orders received by 5:00 pm local time via the intranet.
Orders requiring approval must be received by 3:00 pm in order to be delivered on the next business day.
There is no delivery charge for any web order regardless of the order value.
Verify that all items on the packing slip listed as shipped are received. Any discrepancies should be reported to HiTouch Business Services within 10 business days.
Items on backorder will be noted on the packing slip.
Electronics, fax machines, printers, copiers and furniture are not available for web ordering. You must order on a purchase requisition.
Only Montefiore contracted/approved items are available for ordering.
B. Accessing HiTouch Website
1b. Website Address
- To access the HiTouch website go to
(Internet access required)
- From this page you can access the HiTouch login page, the access form, and the User Guide.
2b. Logging In
To login, use the user name and password sent in the welcome email from HiTouch.
Section 2 – Supplies & Forms Account
C. Selecting Department (Cost Center/Fund Number) and Shipping Location
1c. Department (Cost Center/Fund Number) Selection
You must select a department (cost center/fund #)
You will only be prompted to select a department (cost center/fund #) if you have multiple departments (cost center/fund #).
2c. Shipping Location (Ship To) Selection
Once you have selected a department (cost center/fund #), if applicable, you must select a shipping location (ship to).You will only be prompted to select a shipping location (ship to) if you have multiple shipping locations.
D. Using HiTouch Website
- The Homepage contains the Bulletin Board.
- The Buletin Board is used to communicate any changes, FAQ’s, and directives.
1d. Ordering
- You can search for items by category:
- From the Home Page you can type in the item name/description or the item number for the item you are looking for.
- You can also order from your Favorite Lists or Quick Order(see section 3d).
Once you find an item you would like to order, select the quantity and click ‘Add To Cart’.
After selecting ‘Add to Cart’ a note will appear on the right side of the screen confirming that the item has been added. You can select ‘View Cart’ on the tab (below) or at the top of the page to open the Shopping Cart.
Shopping Cart
From the Shopping Cart you can save the cart, delete, update, and check out.
If you would like to continue shopping select ‘Continue Shopping’.
Checking Out
Verify your shipping and contact information under ‘Ship To’. The ‘Bill To’ section remains as is.Select ‘Next’ once verification is complete.
Verifiy your order confirmation and select ‘Submit’.
You will receive a confirmation with your order number on the website and via email. If you select ‘Begin New Order’ you will be re-routed to the ‘Account Selection’ page.
(See section C).
2d.‘My Account’ Menu
Select An Account
- This option will take you back to the Account Selection screen (see section C) if you would like to switch accounts without logging out of the system completely. You will have this as a menu selection option if you have access multiple accounts.
Quick Order
- This option will allow you to create an order without browsing the catalog.
Favorite Lists
- This option gives you access to the Company favorite lists. You can also create Department and Personal favorite lists.
- You can create your Personal or Department Favorite List by typing the list name and selecting the apropriate designation(Personal, Department, Company) from the drop down. Once you have made your selection, click ‘Add List’. Once you have created the list you can add items to it.
- Department Favorite List will be shared with anyone who has the same cost center/fund number as the creator.
Adding Items to Favorite List/Searching for Items
You can search by category.
From the Home Page you can type in the item name/description or the item number for the item you are looking for.
Once you locate your item you can add it to a Favorite List or ‘Add to Cart’.
After you click ‘Add To Favorites’ a prompt will display to determine which favorite list you want to add the item to. Select the quantity and click ‘Add’ next to the correct list.
The system will confirm that the item is on your list.
Once you are done, click ‘Close’.
Saved Carts
This option will allow you to save any items that are currently in your shopping cart.
Once you save the cart, all items will be removed from the cart.
To save your cart, click ‘View Cart’.
Select ‘Save Cart’.
Name and save your cart.
Order History/Returns
This menu allows you to look up your order history by order number or item number. You can also sort by Dept Name, Dept #, Order Date, or Web Contact.
In order to complete a return your order must be invoiced. If your order has been invoiced select ‘Returns’. If your order hasn’t been invoiced and you would like to process a return please call HiTouch Customer Service at 201-636-9912.
Provide return contact phone number, location of merchandise, select the quantity to return, and select a reason for return.
Check the box next to the item to be returned. Select ‘Return Checked Items’.
A dialogue box will open to confirm if you want to return the selected item(s). Once confirmed, the return request will be submitted to HiTouch.
If you are unable to process your return on the website you may contact HiTouch customer service at 201-636-9920. You must have your order #.
Ink & Toner Finder
This menu will allow you to find specific toners for any machine. If you are unable to locate a specific toner please contact Jennifer Edwards in BIS via email at or by phone 914-349-8700 or 914-349-8723.
My User Information
This menu will allow you to update your password.
Scheduled Orders
This menu will allow you to schedule future orders or recurring orders.
*In order to schedule orders you must create a favorites list with the items you would like to schedule for delivery BEFORE you attempt to schedule your order.
Create a Favorites List (see p. 13)
After you have created your favorites list, select “Scheduled Orders” from the “My Account” menu.
Basic Info:
Name your scheduled order. Do not fill in a PO number.
Dept/Ship To:
Select your Department (Cost Center) first then and your Ship To.
Favorites List:
Select the Favorites List that you created for this scheduled order.
Payment:
Payment is automatically set to “On Account”. This can’t be changed.
Frequency:
Select the frequency, day, and start date that the order should be placed. Select ‘Save’ once complete.
*The start date is the date the order will be placed. Start date on 10/30 is for delivery on 10/31
Section 3 – Stationery Ordering
E. HiTouch Business Services Stationery Ordering Guidelines
Consistent design and formatting of Montefiore’s corporate stationery is an important part of conveying a unified brand image. Stationery style guidelines have been established to assist you in your online ordering process.
Basic style and formatting guidelines are listed here. Please note that orders that do not adhere to these guidelines will not be processed. User Guides as well as pre-loaded templates for business cards, letterhead, envelopes, appointment cards and other items are also available on the home page of the HiTouch ordering website.
- Do not use ALL CAPS
-Use upper/lower case - Frank Mullins not FRANK MULLINS
- Do not use periods in credentials
-Use MD, PhD, RN, etc. not M.D., Ph.D., R.N.
- Avoid abbreviations, especially in street and state
- List East 210th Street not E 210th St.
- Spell out New York not NY
- Follow street address formatting on two lines
- Line 1 is for the main address such as East 210th Street; Line 2 is for floor/suite or other designation.
- Do not use hyphens to separate address information or in co-branded names
- Use 2nd Floor, Suite 1, not 2nd floor - Suite 1
- Use Montefiore Einstein, not Montefiore-Einstein
- Use only approved campus names, and only list campuses or hospitals only when necessary
- Use Moses Campus, Wakefield Campus, Einstein Campus, Yonkers Campus or Hutchinson Campus.
- Co-branded stationery should be ordered for clinical staff who hold positions at both Montefiore and Einstein, as well as associates that hold positions within a Center of Excellence.
- Spell out Department of or Division of. List titles and department names in the following order:
- Montefiore title
- Einstein title (if applicable)
- Division name (if applicable)
- Department name
- Center of Excellence name
Example 1:
Attending Physician
Associate Professor of Medicine
Division of Dermatology
Department of Medicine
Example 2:
Director of Radiation Oncology
Associate Professor
Department of Radiation Oncology
Montefiore Einstein Center for Cancer Care
- Stationery should be ordered only for associates who are determined eligible. View Montefiore's Stationery Ordering Guidelines by Rolebelow to determine who is eligible and which stationery style is appropriate.
Please visit the Brand Center for more details on Stationery and Brand Items:
Note:
Montefiore Creative Services (Marketing Communications) is charged with reviewing every stationery order to ensure consistency, proper styles, titles and naming conventions are used. Orders are reviewed within 72 hours from when the order was placed. You will receive an email confirmation when your order has been approved.
Contact Melissa Steinberg with any questions regarding stationery orders.
Email:
1e. Stationery Ordering
From the ‘My Account’ menu, select Business Cards/Stationery.
Create a New Order
From the Stationery Homepage you can begin placing stationery orders. Select the correct division from the ‘Catalog’ list to begin a new order.
- Once you select adivision the categories will display.
- Select the category that fits your needs.
- Select ‘View This Category’ to preview the templates.
- Select ‘Create Now’ for the template you would like to order.
- YOU MUST FOLLOW STEPS 1-4 ON THIS PAGE TO COMPLETE YOUR ORDER.
- Name your template.
- Customize your template. Be sure to verify your city, and zip code. Select ‘Next’.
- Proof your template. You will not be able to move forward until you approve the proof.
Once you have viewed your proof you will see the following. Follow the directives. Select ‘Next’.
- Select the quantity. Pricing options are noted on the left. Select ‘Add To Cart’.
Reordering Items
From the Homepage select ‘My Account’.
From the ‘My Account’ page select ‘Order History’. All your previous orders will be listed here.
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