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Kyocera TASKalfa 750c Manual

Multifunctional digital systems e-filing guide
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MULTIFUNCTIONAL DIGITAL SYSTEMS
e-Filing Guide

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Summary of Contents for Kyocera TASKalfa 750c

  • Page 1 MULTIFUNCTIONAL DIGITAL SYSTEMS e-Filing Guide...
  • Page 2 ©2009 KYOCERA MITA CORPORATION All rights reserved...

  • Page 3: Preface

    Preface Thank you for purchasing Multifunctional Digital Systems. This manual explains how to use the e-Filing. Read this manual before using your Multifunctional Digital Systems. Keep this manual within easy reach, and use it to configure an environment that makes best use of the this equipment’s functions. ...

  • Page 5: Table Of Contents

    CONTENTS Preface............................1 Chapter 1 e-Filing OVERVIEW e-Filing Features........................6 e-Filing Functions........................8 Functions operated with this equipment ................8 Functions operated with a client computer ................9 Chapter 2 OPERATIONS WITH THIS EQUIPMENT Printing Documents ....................... 12 Printing an entire document....................12 Test print ..........................
  • Page 6 Printing documents......................64 Storing documents....................... 69 Archiving documents ......................72 Sending e-mail........................77 Chapter 6 HOW TO EDIT DOCUMENTS About the Document Control Buttons .................. 88 Working with Pages in Your Documents ................89 Displaying document and page properties ................89 Copying pages from one document to another ..............
  • Page 7 e-Filing OVERVIEW This chapter describes overview of the e-Filing features and functions. e-Filing Features........................6 e-Filing Functions ........................8 Functions operated with this equipment .........................8 Functions operated with a client computer ......................9...

  • Page 8: Chapter 1 E-Filing Overview

    1 e-Filing OVERVIEW e-Filing Features The e-Filing is installed in a hard disk of this equipment. It allows you to store documents and to print/edit/manage the stored documents. This section describes the system of e-Filing for storing documents. Control Panel Client Computer Documents stored by the Documents stored by...
  • Page 9 1 e-Filing OVERVIEW 1.e-Filing OVERVIEW Documents Documents can be stored in a box or folder in the following methods. (Up to 400 documents can be stored in a box or folder. / Up to 200 pages can be contained in a document.) –...

  • Page 10: E-Filing Functions

    1 e-Filing OVERVIEW e-Filing Functions  Functions operated with this equipment Below is a list of e-Filing functions that you can operate with this equipment. For details of the operation, see the references described below. ¦ Printing documents The following functions allow you to print documents stored in the e-Filing. –...

  • Page 11: Functions Operated With A Client Computer

    1 e-Filing OVERVIEW 1.e-Filing OVERVIEW  Functions operated with a client computer Below is a list of e-Filing functions that you can operate with a client computer (e-Filing web utility). For details of the operation, see the references described below. e-Filing web utility supports only Windows.
  • Page 13 OPERATIONS WITH THIS EQUIPMENT This chapter describes e-Filing functions that you can operate using the control panel of this equipment. Printing Documents ....................... 12 Printing an entire document ..........................12 Test print ................................15 Storing Documents ........................ 17 Copying and storing to e-Filing..........................17 Scanning to e-Filing..............................23 Deleting Documents.......................

  • Page 14: Printing Documents

    2 OPERATIONS WITH THIS EQUIPMENT Printing Documents You can print documents stored in the e-Filing using the control panel of this equipment. & P.12 “Printing an entire document” & P.15 “Test print”  Printing an entire document You can print an entire document. Press the [e-FILING] button on the control panel.
  • Page 15 2 OPERATIONS WITH THIS EQUIPMENT 2.OPERATIONS WITH THIS EQUIPMENT If the document is stored in a folder, select the folder and press [OPEN]. If the document is stored outside of the folder, this operation is not necessary. Select the document you want to print, then press [SETTINGS]. If there is no change for the print settings, you do not need to press [SETTINGS].
  • Page 16 2 OPERATIONS WITH THIS EQUIPMENT Change the print settings as necessary. You can operate the print settings as below. For step 3 to 8, when each button of the menu is pressed, the setting screen appears. Perform the appropriate operations. These operations of settings are the same as the one of copy modes.

  • Page 17: Test Print

    2 OPERATIONS WITH THIS EQUIPMENT 2.OPERATIONS WITH THIS EQUIPMENT  Test print You can print specified pages of the document for confirmation. Press the [e-FILING] button on the control panel. Select the box or folder that contains documents you want to print. The instruction of operating procedure of selecting a box/folder is omitted, because it is the same as the one of printing an entire document.
  • Page 18 2 OPERATIONS WITH THIS EQUIPMENT Key in page numbers in [FIRST PAGE] and [LAST PAGE], then press [PRINT]. – Select [FIRST PAGE] or [LAST PAGE], then specify the page numbers using the digital keys on the control panel. – If you press the [CLEAR] button on the control panel, the page number can be reset in the selected box. –...

  • Page 19: Storing Documents

    2 OPERATIONS WITH THIS EQUIPMENT Storing Documents You can store documents in the e-Filing using the control panel of this equipment. & P.17 “Copying and storing to e-Filing” & P.23 “Scanning to e-Filing” – Store confidential documents in the user box protected by a password. –...
  • Page 20 2 OPERATIONS WITH THIS EQUIPMENT Press [STORE TO E-FILING]. Press [BOX/FOLDER]. Storing Documents...
  • Page 21 2 OPERATIONS WITH THIS EQUIPMENT 2.OPERATIONS WITH THIS EQUIPMENT Select the box in which you want to store the data. Press to switch the pages. You can also specify the box number (3-digit) using digital keys. Password entry When the password has been set to the selected user box, the password entry screen is displayed. In this case, key in the password (5-digit) using digital keys and press [OK].
  • Page 22 2 OPERATIONS WITH THIS EQUIPMENT To store the original(s) in the selected box, press [OK]. Storing in a folder Select the folder and press the [OPEN], the list in the folder is displayed. To store the original(s) in the selected folder, press [OK].
  • Page 23 2 OPERATIONS WITH THIS EQUIPMENT 2.OPERATIONS WITH THIS EQUIPMENT Change the document name as necessary, then press [OK]. Renaming the documents When you press [DOCUMENT NAME], the on-screen keyboard is displayed. Key in the document name using the keyboard and digital keys (up to 64 characters), then press [OK]. For details of the on-screen keyboard, refer to the Quick Start Guide.
  • Page 24 2 OPERATIONS WITH THIS EQUIPMENT Press the [START] button on the control panel. Copying next original Depends on how the original is set, the confirmation screen to copy next original may be displayed. Repeat the procedure below as many times as necessary. When scanning of the last page of the original finishes, press [FINISHED].

  • Page 25: Scanning To E-Filing

    2 OPERATIONS WITH THIS EQUIPMENT 2.OPERATIONS WITH THIS EQUIPMENT  Scanning to e-Filing You can scan and store documents in the e-Filing. When you import an original as an image into a client computer, it is recommended to store the document using Scan to e-Filing. Place the original(s).
  • Page 26 2 OPERATIONS WITH THIS EQUIPMENT Press [SCAN]. When the original is set on RADF (Reversing Automatic Document Feeder), scanning next original will be started when you press [CONTINUE] during scanning. If the reserved scanning jobs exceed 20, the full reservation message will be displayed. In this case, wait until the reserved scanning jobs are reduced or delete the unnecessary reservations (scanning jobs) as described below.

  • Page 27: Deleting Documents

    2 OPERATIONS WITH THIS EQUIPMENT Deleting Documents You can delete documents in the e-Filing using the control panel of this equipment. The e-Filing is not designed for saving documents permanently. Delete the unnecessary documents immediately. If you delete a folder or box, all documents in the folder or box are deleted as well. &...
  • Page 28 2 OPERATIONS WITH THIS EQUIPMENT When the confirmation screen appears, press [DELETE] to delete the selected document. Deleting Documents...

  • Page 29: Managing User Boxes/Folders

    2 OPERATIONS WITH THIS EQUIPMENT Managing User Boxes/Folders You can manage user boxes and folders in the e-Filing using the control panel of this equipment. & P.27 “Creating user boxes” & P.29 “Editing user boxes” & P.31 “Deleting user boxes/folders” Folders can be created and edited using a client computer.
  • Page 30 2 OPERATIONS WITH THIS EQUIPMENT Press [BOX NAME] and enter the box name. Entering box name Press [BOX NAME], the on-screen keyboard is displayed. Key in the box name (up to 32 characters) using the keyboard and digital keys, then press [OK]. However, the following one-byte characters cannot be used. A space or period cannot be used at the beginning or end of the name.

  • Page 31: Editing User Boxes

    2 OPERATIONS WITH THIS EQUIPMENT 2.OPERATIONS WITH THIS EQUIPMENT  Editing user boxes You can change the registered user box name and password. Press the [e-FILING] button on the control panel. Press the [BOX SETTING] tab, select a user box that you want to edit, and then press [EDIT].
  • Page 32 2 OPERATIONS WITH THIS EQUIPMENT Change the [BOX NAME] / [PASSWORD] / [RETYPE PASSWORD] as necessary, and then press [OK]. The instruction of operating procedure of [BOX NAME] / [PASSWORD] / [RETYPE PASSWORD] settings are omitted, because it is the same as the one of creating user boxes. &...

  • Page 33: Deleting User Boxes/Folders

    2 OPERATIONS WITH THIS EQUIPMENT 2.OPERATIONS WITH THIS EQUIPMENT  Deleting user boxes/folders You can delete user boxes and folders. If you want to delete all documents in a folder or box, all documents in the folder or box are deleted as well. Press the [e-FILING] button on the control panel.
  • Page 34 2 OPERATIONS WITH THIS EQUIPMENT When the confirmation screen appears, press [DELETE] to delete the selected box/ folder. Managing User Boxes/Folders...
  • Page 35 OVERVIEW OF e-Filing WEB UTILITY This chapter provides an overview of the e-Filing web utility features. Before Using the e-Filing Web Utility ................... 34 System requirements............................34 Getting Started with the e-Filing Web Utility................ 35 Logging in as a user .............................35 Logging in as a system administrator ........................36 About the Main Tabs ......................

  • Page 36: Chapter 3 Overview Of E-Filing Web Utility

    3 OVERVIEW OF e-Filing WEB UTILITY Before Using the e-Filing Web Utility Before using the e-Filing web utility, check the following items on your computer.  System requirements The e-Filing web utility works with the following browsers for the Microsoft Windows operating system: –...

  • Page 37: Getting Started With The E-Filing Web Utility

    3 OVERVIEW OF e-Filing WEB UTILITY Getting Started with the e-Filing Web Utility This section describes how to launch and exit from the e-Filing web utility. The way to launch the utility differs depending on whether you log in as a user or a system administrator. &...

  • Page 38: Logging In As A System Administrator

    3 OVERVIEW OF e-Filing WEB UTILITY – Users can use the e-Filing web utility functions once they launch the e-Filing web utility. – Access to the e-Filing web utility will be timed out according to the Session Timer setting in the WEB General Setting of COMMAND CENTER.

  • Page 39: About The Main Tabs

    3 OVERVIEW OF e-Filing WEB UTILITY About the Main Tabs The user interface of the e-Filing web utility consists of three main tabs located in the upper-right corner of the web browser’s window: the [Documents] tab, [Preferences] tab, and [Administration] tab. These main tabs enable you to display and work with your documents, set up viewing preferences, and perform administrative functions.
  • Page 40 3 OVERVIEW OF e-Filing WEB UTILITY This icon indicates a document that was stored by a copy operation. When the icon is displayed on a white background, it indicates that the document is currently in the View mode. When the icon is displayed on a blue background, it indicates that the document is currently in the Edit mode.

  • Page 41: [Preferences] Tab

    3 OVERVIEW OF e-Filing WEB UTILITY 3.OVERVIEW OF e-Filing WEB UTILITY  [Preferences] tab The [Preferences] tab is available to all users. It allows you to make the default condition for the document view and the number of thumbnail images displayed on the screen. 1) Default Document View You can select the Thumbnail or List view.

  • Page 42: [Administration] Tab

    3 OVERVIEW OF e-Filing WEB UTILITY  [Administration] tab The [Administration] tab allows the system administrator to manage the data in e-Filing. The [Administration] tab is only visible if you are logged on as the system administrator. The [Administration] tab has the following subtab: &...

  • Page 43: Login Link

    3 OVERVIEW OF e-Filing WEB UTILITY 3.OVERVIEW OF e-Filing WEB UTILITY  Login link The Login link that is displayed next to the main tabs allows you to log in as a system administrator. & P.41 “Administrator login page” You can perform the administrative function from the [Administration] tab that will be displayed after you log in as a system administrator.
  • Page 45 HOW TO MANAGE USER BOXES/FOLDERS This chapter provides instructions on how to manage user boxes and folders by using the e-Filing web utility. Managing User Boxes and Folders ..................44 Creating user boxes and folders ..........................44 Deleting user boxes and folders ...........................47 Renaming user boxes and folders........................50 Modifying and displaying user box and folder properties ..................54...

  • Page 46: Managing User Boxes And Folders

    4 HOW TO MANAGE USER BOXES/FOLDERS Managing User Boxes and Folders The e-Filing web utility provides two box types: the public box and user box. Each user can create his or her own user box, and also create one level of folder in each box. This section explains the following operations: &...
  • Page 47 4 HOW TO MANAGE USER BOXES/FOLDERS 4.HOW TO MANAGE USER BOXES/FOLDERS 4) Click [OK]. The created user box appears in the Documents frame. Users can configure advanced properties for each box such as how long the box will retain documents, and Email notification features.
  • Page 48 4 HOW TO MANAGE USER BOXES/FOLDERS Click the [File] menu and select [New Folder]. The New Folder window appears. Enter the folder name in the [Name] box and click [OK]. The created folder appears under the selected box in the Documents frame. Folder names can consist of any ASCII character except \ / <...

  • Page 49: Deleting User Boxes And Folders

    4 HOW TO MANAGE USER BOXES/FOLDERS 4.HOW TO MANAGE USER BOXES/FOLDERS  Deleting user boxes and folders This operation allows you to delete user boxes and folders. When the box has been protected with a password, you must enter the password to delete the box and folders. Administrators also can delete all user boxes and folders by using the administrator password.
  • Page 50 4 HOW TO MANAGE USER BOXES/FOLDERS Click the [Edit] menu and select [Delete]. The confirmation message dialog box appears. Click [OK]. The selected box is deleted. Deleting folders This operation allows you to delete folders in the public box and user boxes. If a folder is deleted, all documents in the folder are also deleted.
  • Page 51 4 HOW TO MANAGE USER BOXES/FOLDERS 4.HOW TO MANAGE USER BOXES/FOLDERS If you select a box that is protected with a password, the Password Authentication window appears. Enter the password in the [Box Password] box and click [OK]. All folders and documents in the box are displayed in the Contents frame. You can also enter the administrator password to open the user box instead of the box password.

  • Page 52: Renaming User Boxes And Folders

    4 HOW TO MANAGE USER BOXES/FOLDERS  Renaming user boxes and folders This operation allows you to rename the user boxes and folders. When the box has been protected with a password, users must enter the password to rename the box or folders. Administrators can also rename all the protected user boxes and folders by using the administrator password.
  • Page 53 4 HOW TO MANAGE USER BOXES/FOLDERS 4.HOW TO MANAGE USER BOXES/FOLDERS Click the [File] menu and select [Rename]. The Rename Box window appears. Make sure that no folder or document is selected in the Contents frame. If a folder or document is selected, it will be renamed instead of the selected box.
  • Page 54 4 HOW TO MANAGE USER BOXES/FOLDERS Renaming folders Do not turn off the power of the equipment when changing the folder name. All documents in the folder will be lost if the power is turned off while the system is saving a new name. Click the [Documents] tab.
  • Page 55 4 HOW TO MANAGE USER BOXES/FOLDERS 4.HOW TO MANAGE USER BOXES/FOLDERS Select the check box of the folder that you want to rename and select [Rename] from the [File] menu. The Rename Folder window appears. – Do not select several folders at the same time. You can only rename one folder at a time. –...

  • Page 56: Modifying And Displaying User Box And Folder Properties

    4 HOW TO MANAGE USER BOXES/FOLDERS  Modifying and displaying user box and folder properties This operation allows you to display and modify the properties of user boxes such as the box password and maintenance period to automatically delete documents, and Email notification settings. This operation also allows you to view and confirm the folder properties.
  • Page 57 4 HOW TO MANAGE USER BOXES/FOLDERS 4.HOW TO MANAGE USER BOXES/FOLDERS Click the [File] menu and select [Properties]. The Box Properties window appears. In the Box Properties window, you can see the box properties. If you want to edit the box properties, click [Change Properties]. The Change Box Properties window is displayed.
  • Page 58 4 HOW TO MANAGE USER BOXES/FOLDERS Specify the following items as required and press [Save]. Change Box Password — Select this check box to edit the box password. When you select this check box, enter the password in the [Old Box Password], [New Box Password], and [Confirm New Password] boxes. Old Box Password —...
  • Page 59 4 HOW TO MANAGE USER BOXES/FOLDERS 4.HOW TO MANAGE USER BOXES/FOLDERS Click [OK] to close the Box Properties window. Displaying folder properties You can only view and confirm the folder properties. No operation to modify the folder properties is available. Click the [Documents] tab.
  • Page 60 4 HOW TO MANAGE USER BOXES/FOLDERS Select the check box of the folder with the properties that you want to view and select [Properties] from the [File] menu. The Folder Properties window appears. In the Folder Properties window, you can view the folder properties. –...

  • Page 61: How To Manage Documents

    HOW TO MANAGE DOCUMENTS This chapter provides instructions on how to manage documents by using the e-Filing web utility. Managing Documents ......................60 Displaying documents ............................60 Renaming documents............................61 Deleting documents..............................63 Printing documents...............................64 Storing documents..............................69 Archiving documents ............................72 Sending e-mail ..............................77...

  • Page 62: Managing Documents

    5 HOW TO MANAGE DOCUMENTS Managing Documents The e-Filing web utility allows you to manage the documents stored in the e-Filing system. This section explains the following operations: & P.60 “Displaying documents” & P.61 “Renaming documents” & P.63 “Deleting documents” &...

  • Page 63: Renaming Documents

    5 HOW TO MANAGE DOCUMENTS 5.HOW TO MANAGE DOCUMENTS ¦ Using the list view This view displays boxes, folders, or file names with the properties and check boxes in a list format. You may find it more convenient than the thumbnail view for managing boxes and folders that contain a large number of files. Click the check boxes to select a single file or multiple files that you want to move, copy, delete or print.
  • Page 64 5 HOW TO MANAGE DOCUMENTS Select the check box of the document that you want to rename and select [Rename] from the [File] menu. The Rename Document window opens. Users can also rename a document by selecting the document in the Documents frame, clicking on the [File] menu and selecting [Rename].

  • Page 65: Deleting Documents

    5 HOW TO MANAGE DOCUMENTS 5.HOW TO MANAGE DOCUMENTS  Deleting documents This operation allows you to delete documents from the box or folder. Click the [Documents] tab. The [Documents] tab page is displayed. In the Documents frame, select the box or folder containing the documents you want to delete.

  • Page 66: Printing Documents

    5 HOW TO MANAGE DOCUMENTS Click [OK]. The documents are deleted.  Printing documents You can print documents and images from boxes and folders in the e-Filing web utility. The following two ways are available to print them: & P.64 “Printing an entire document” &...
  • Page 67 5 HOW TO MANAGE DOCUMENTS 5.HOW TO MANAGE DOCUMENTS Select the check box of the document that you want to print and select [Print Document] from the [File] menu. The Print window appears. You can also print a document by selecting the document in the Documents frame and selecting [Print Document] on the [File] menu.
  • Page 68 5 HOW TO MANAGE DOCUMENTS Select the following print options as required and click [Print]. Duplex — Select whether you want the document printed on both sides of the paper. When you want to print the document on both sides, select the Book option to print vertically in the same direction to be bound along the vertical side of the paper so that the pages can be turned over right and left, or the Tablet option to print with a vertical reversal to be bound along the horizontal side of the paper so that the pages can be turned over up and down.
  • Page 69 5 HOW TO MANAGE DOCUMENTS 5.HOW TO MANAGE DOCUMENTS If you enable the Staple option after enabling the Interleave Pages option, the Interleave Pages option will be automatically disabled. Hole Punch — Select whether the document is to be hole-punched or not. When you want to hole-punch the document, select how the document will be hole-punched.
  • Page 70 5 HOW TO MANAGE DOCUMENTS ¦ Selecting test print This operation allows you to simply print a copy of a document by using the default print properties settings. Click the [Documents] tab. The [Documents] tab page is displayed. In the Documents frame, select the box or folder containing the document that you want to print.

  • Page 71: Storing Documents

    5 HOW TO MANAGE DOCUMENTS 5.HOW TO MANAGE DOCUMENTS Select whether to print all pages of the document or only specified pages and click [Print]. All Pages — Select this option to print all pages of the document. [first page number] - [last page number] Pages — Select this option to specify the pages to be printed. When this option is selected, enter the numbers of first page and last page to be printed in each box.
  • Page 72 5 HOW TO MANAGE DOCUMENTS Select the printer driver of the equipment to be used and click [Properties]. The printer properties dialog box appears. The procedure for displaying the properties dialog box for the printer driver may be different depending on the application that you are using.
  • Page 73 5 HOW TO MANAGE DOCUMENTS 5.HOW TO MANAGE DOCUMENTS Saving a print job in a user box Open the document that you want to store in the box. Click the [File] menu and select [Print] in your application. The Print dialog box appears. Select the printer driver of the equipment to be used and click [Properties].

  • Page 74: Archiving Documents

    5 HOW TO MANAGE DOCUMENTS  Archiving documents The e-Filing web utility allows you to archive the documents stored in e-Filing and download the archived files to your computer. These files can also be uploaded from your computer to e-Filing in the equipment, or other equipment of the same series.
  • Page 75 5 HOW TO MANAGE DOCUMENTS 5.HOW TO MANAGE DOCUMENTS Select the check box of the document that you want to archive and select [Archive Document] from the [File] menu. The confirmation dialog box appears. Users can also archive a document by selecting the document in the Documents frame, clicking on the [File] menu and selecting [Archive Document].
  • Page 76 5 HOW TO MANAGE DOCUMENTS Click the file name link to download the archived file. The File Download dialog box appears. Click [Save]. The Save As dialog box appears. Locate the folder where you want the archived file saved and click [Save]. This starts downloading the file.
  • Page 77 5 HOW TO MANAGE DOCUMENTS 5.HOW TO MANAGE DOCUMENTS Uploading archived documents If you have an archived file that has been downloaded from the equipment to your computer, you can upload it to e-Filing. When you upload the archived file, the file is automatically extracted and documents will be created in the box specified. –...
  • Page 78 5 HOW TO MANAGE DOCUMENTS Select [Upload Archived Document] from the [File] menu. The Upload Archived Document window appears. Click [Browse]. The Choose File dialog box appears. Select the archived file to be uploaded and click [Open]. This will return you to the Upload Archived Document window, and the folder path of the selected file will be displayed in the [Archived File] box.

  • Page 79: Sending E-Mail

    5 HOW TO MANAGE DOCUMENTS 5.HOW TO MANAGE DOCUMENTS Click [OK] to start uploading the archived file. If you select other than the archived file, the error message “File format doesn’t correspond” is displayed. If this message is displayed, make sure to select the correct archived file and try again. The Upload Archive Document window shows the process of uploading.
  • Page 80 5 HOW TO MANAGE DOCUMENTS In the Documents frame, select the box or folder containing the document that you want to send as an e-mail. If you select a box that is protected with a password, the Password Authentication window appears. Enter the password in the [Box Password] box and click [OK]. You can also enter the administrator password to open a user box instead of the box password.
  • Page 81 5 HOW TO MANAGE DOCUMENTS 5.HOW TO MANAGE DOCUMENTS Specify the following items as required and click [Send]. [To: Destination Setting] — Click this button to specify the destination. When you click this button, the Recipient List page appears. For instructions on how to specify the destination, see the following section: &...
  • Page 82 5 HOW TO MANAGE DOCUMENTS Encryption — Set this option for encrypting PDF files if you have selected [PDF (Multi)] or [PDF (Single)] as the file format setting. – Encryption — Select this check box if you want to encrypt PDF files. –...

  • Page 83: Destination Setting

    5 HOW TO MANAGE DOCUMENTS 5.HOW TO MANAGE DOCUMENTS ¦ Destination setting On the Recipient List page, you can specify up to 400 destinations to send e-Filing documents as e-mail. You can specify the recipients by entering the e-mail addresses manually, selecting the recipients from an address book, selecting the recipient groups from an address book, or searching the LDAP server for recipients.
  • Page 84 5 HOW TO MANAGE DOCUMENTS Selecting recipients from an address book Follow the steps below to select recipients from an address book. Click [Destination Setting] to open the Recipient List page. Click [Address Book]. The Address Book page is displayed. Select the e-mail check boxes of the users you want to add and click [Add].
  • Page 85 5 HOW TO MANAGE DOCUMENTS 5.HOW TO MANAGE DOCUMENTS Selecting groups from an address book Follow the steps below to select groups from an address book. Click [Destination Setting] to open the Recipient List page. Click [Address Group]. The Address Group page is displayed. Select the group check boxes containing the desired recipients and click [Add].
  • Page 86 5 HOW TO MANAGE DOCUMENTS Searching the LDAP server for recipients Follow the steps below to search the registered LDAP server for recipients. To search the LDAP server for recipients, an administrator must set up the directory service by using COMMAND CENTER in the administrator mode.
  • Page 87 5 HOW TO MANAGE DOCUMENTS 5.HOW TO MANAGE DOCUMENTS Select the e-mail check boxes of the users you want to add and click [Add]. The selected recipients are added to the Recipient List page. You can remove the contacts once added to the recipient list before saving the destination settings. &...
  • Page 89 HOW TO EDIT DOCUMENTS This chapter provides instructions on how to edit documents by using the e-Filing web utility. About the Document Control Buttons.................. 88 Working with Pages in Your Documents................89 Displaying document and page properties ......................89 Copying pages from one document to another ....................90 Copying pages from a document to a box or folder....................95 Deleting pages from a document..........................98 Inserting a blank page into a document......................100...

  • Page 90: About The Document Control Buttons

    6 HOW TO EDIT DOCUMENTS About the Document Control Buttons The e-Filing web utility allows you to make changes to your stored documents before you print them. Three document control buttons are provided in the e-Filing web utility: [Edit], [Save], and [Cancel]. These buttons are displayed at the top of the Contents frame when you select a document in the Documents frame.

  • Page 91: Working With Pages In Your Documents

    6 HOW TO EDIT DOCUMENTS Working with Pages in Your Documents The e-Filing web utility allows you to copy, move, delete and insert pages and change the order of pages in your document. & P.89 “Displaying document and page properties” &...

  • Page 92: Copying Pages From One Document To Another

    6 HOW TO EDIT DOCUMENTS – Image Size Displays the pixel size of the page. – Paper Size Displays the paper size of the page. – Size Displays the data size of the page. – [OK] Click this button to close the window. ...
  • Page 93 6 HOW TO EDIT DOCUMENTS 6.HOW TO EDIT DOCUMENTS In the Documents frame, select the document whose pages you want to copy or cut. The pages of the document are displayed in the Contents frame. If you want to cut pages from the document, click [Edit] to enter the Edit mode. Clicking [Edit] changes the document status from the View mode to the Edit mode so that you can cut pages from the document.
  • Page 94 6 HOW TO EDIT DOCUMENTS Click [Save] to save the document. The Save Document window appears. Enter the document name in the [Document Name] box and click [Save]. – If you rename the document, the document will be saved as a new document. If you do not change the document name, the original document will be overwritten.
  • Page 95 6 HOW TO EDIT DOCUMENTS 6.HOW TO EDIT DOCUMENTS If you select a box that is protected with a password, the Password Authentication window appears. Enter the password in the [Box Password] box and click [OK]. You can also enter the administrator password to open a user box instead of the box password. In the Documents frame, select the document into which you want to insert the copied pages, and click [Edit].
  • Page 96 6 HOW TO EDIT DOCUMENTS Click the [Edit] menu and select [Paste]. The copied pages are inserted between the specified pages. Click [Save]. The Save Document window appears. Enter the document name in the [Document Name] box and click [Save]. –...

  • Page 97: Copying Pages From A Document To A Box Or Folder

    6 HOW TO EDIT DOCUMENTS 6.HOW TO EDIT DOCUMENTS  Copying pages from a document to a box or folder You can copy or cut pages from a document and save them in a box or folder as a new document. Click the [Documents] tab.
  • Page 98 6 HOW TO EDIT DOCUMENTS Select the check boxes of the pages that you want to copy or cut, and select [Copy] or [Cut] from the [Edit] menu. – When you have cut pages from the document, proceed to the next step after the process is completed. –...
  • Page 99 6 HOW TO EDIT DOCUMENTS 6.HOW TO EDIT DOCUMENTS In the Documents frame, select the box or folder where you want to store the copied pages. If you select a box that is protected with a password, the Password Authentication window appears.

  • Page 100: Deleting Pages From A Document

    6 HOW TO EDIT DOCUMENTS  Deleting pages from a document You can delete pages from a document. Click the [Documents] tab. The [Documents] tab page is displayed. In the Documents frame, select the box or folder containing the document whose pages you want to delete.
  • Page 101 6 HOW TO EDIT DOCUMENTS 6.HOW TO EDIT DOCUMENTS Select the check boxes of the pages that you want to delete and select [Delete] from the [Edit] menu. The confirmation dialog box appears. Click [OK]. The selected pages are deleted. Click [Save] to save the document.

  • Page 102: Inserting A Blank Page Into A Document

    6 HOW TO EDIT DOCUMENTS Enter the document name in the [Document Name] box and click [Save]. – If you rename the document, it will be saved as a new document. If you do not change the name, the original document will be overwritten.
  • Page 103 6 HOW TO EDIT DOCUMENTS 6.HOW TO EDIT DOCUMENTS In the Documents frame, select the document into which you want to insert a blank page, and click [Edit]. The pages of the document are displayed in the Contents frame, and the document status is changed to the Edit mode from the View mode.
  • Page 104 6 HOW TO EDIT DOCUMENTS Click the [Layout] menu and select [Insert Blank Page]. The Insert Blank Page window appears. Select the paper size and orientation of the inserted blank page, and click [OK]. A blank page is inserted between the specified pages. Click [Save].

  • Page 105: Moving Pages Within A Document

    6 HOW TO EDIT DOCUMENTS 6.HOW TO EDIT DOCUMENTS Enter the document name in the [Document Name] box and click [Save]. – If you rename the document, it will be saved as a new document. If you do not change the name, the original document will be overwritten.
  • Page 106 6 HOW TO EDIT DOCUMENTS In the Documents frame, select the document whose pages you want to rearrange, and click [Edit]. The pages of the document are displayed in the Contents frame, and the document status is changed to the Edit mode from the View mode.
  • Page 107 6 HOW TO EDIT DOCUMENTS 6.HOW TO EDIT DOCUMENTS Click the space between the pages where you want to insert the copied pages. The arrow indicators move to the space between the pages where you have clicked. Click the [Edit] menu and select [Paste]. The copied pages are inserted between the specified pages.
  • Page 108 6 HOW TO EDIT DOCUMENTS Enter the document name in the [Document Name] box and click [Save]. – If you rename the document, it will be saved as a new document. If you do not change the name, the original document will be overwritten.

  • Page 109: Moving And Merging Documents

    6 HOW TO EDIT DOCUMENTS 6.HOW TO EDIT DOCUMENTS Moving and Merging Documents You can move documents between boxes or folders. You can also combine several documents into one document. & P.107 “Moving documents” & P.110 “Merging documents”  Moving documents You can move a document from one box or folder to another, to help you manage the documents.
  • Page 110 6 HOW TO EDIT DOCUMENTS Select the check boxes of the documents that you want to move and select [Cut] from the [Edit] menu. The selected documents are copied on the clipboard and deleted from the current box or folder. Do not perform any operation while the e-Filing web utility is running busy.
  • Page 111 6 HOW TO EDIT DOCUMENTS 6.HOW TO EDIT DOCUMENTS Click the [Edit] menu and select [Paste]. The documents are created in the selected box or folder. Moving and Merging Documents...

  • Page 112: Merging Documents

    6 HOW TO EDIT DOCUMENTS  Merging documents You can copy an entire document and insert its pages into another document. The document that you want to insert is the source document, and the document that you want to merge it into is the destination document.
  • Page 113 6 HOW TO EDIT DOCUMENTS 6.HOW TO EDIT DOCUMENTS In the Documents frame, select the box or folder containing the destination document. If you select a box that is protected with a password, the Password Authentication window appears. Enter the password in the [Box Password] box and click [OK]. You can also enter the administrator password to open a user box instead of the box password.
  • Page 114 6 HOW TO EDIT DOCUMENTS Click the space between the pages where you want to merge the documents. The arrow indicators move to the space between the pages where you have clicked. Click the [Edit] menu and select [Paste]. The copied documents are merged between the specified pages. If multiple documents have been copied, the documents are merged in order from the oldest one.
  • Page 115 6 HOW TO EDIT DOCUMENTS 6.HOW TO EDIT DOCUMENTS Enter the document name in the [Document Name] box and click [Save]. – If you rename the document, it will be saved as a new document. If you do not change the name, the original document will be overwritten.

  • Page 117: System Administration

    SYSTEM ADMINISTRATION This chapter describes system administration of the e-Filing features. Safeguarding Data........................ 116 Erasing box data..............................116...

  • Page 118: Safeguarding Data

    7 SYSTEM ADMINISTRATION Safeguarding Data An administrator should periodically monitor e-Filing to make sure it has enough hard disk space for everyday operations. This section describes the administrator’s function that allows you to delete boxes.  Erasing box data You can manually erase boxes in e-Filing if the data has been corrupted, for example, by a hard disk failure and is therefore no longer usable.

  • Page 119: Index

    INDEX ..........116 Erasing the box data ............40 [Administration] tab ......56 Advance automatic delete notification .... 69 [first page number] - [last page number] Pages ..............69 All Pages Folder ............73 Archive Document ..............45 Create ..............80 Authority ..............48 Delete ..............
  • Page 120 .............66 Rotate Sort Copies Save a print job ............71 In a user box .............69 In the public box ..............88 Save mode ..............23 Scanning ..........24 Scanning next original ............67 Scheduled Print ...............78 Send Email .........56 Send email when an error occurs .......56 Send email when job is completed .............67...
  • Page 122 First edition 2009.5...

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