Software Version 1.1 May Xerox Digital Alternatives Client Software User Guide

Transcription

1 Software Version 1.1 May 2015 Xerox Digital Alternatives Client Software User Guide

2 2015 Xerox Corporation. All rights reserved. Xerox and Xerox and Design are trademarks of Xerox Corporation in the United States and/or other countries. BR14478 Cisco is a registered trademark of Cisco Systems, Inc. and/or its affiliates in the United States and certain other countries. InstallShield is a trademark or registered trademark of Acresso Software Inc. IOS is a trademark or registered trademark of Cisco in the United States and other countries and is used under license. Microsoft, Windows operating system, SQL Server, Windows Server, Windows Vista, and Microsoft.NET are registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Linux is a registered trademark of Linus Torvalds. Macintosh, ipad,, Retina, iwork, Pages, Numbers, and Keynote are trademarks of Apple Inc., registered in the U.S., and other countries. ipad mini and ipad Air are trademarks of Apple Inc. UNIX is a registered trademark of The Open Group. Document Version: 1.1 (May 2015). Revision History Version Date Description 1.1 May 2015 Updated application name in text and images Updated trademark attributions Added support for 1.1 features ( ios 8 support, shapes option in annotations, ability to delete folders, spell check text annotations, and.net framework update) 1.0 August 2014 Initial release.

3 Table of Contents Introduction... 1 Product Overview... 1 System Requirements... 2 For Microsoft Windows... 2 For Apple ipad... 3 Unsupported Configurations... 3 Database Requirements... 3 Glossary of Terms... 4 Installing the Software... 5 Windows PC Installation... 5 Logging in the First Time on a Windows PC... 7 Cancel Installation... 8 Uninstall the Application... 9 Apple ipad Installation... 9 Logging in the First Time on an ipad... 9 Uninstall the Application Getting Started What is Xerox Digital Alternatives? Key Features Guided Mini-Tour Using the Interface Importing Documents Documents Stored in PDF Format Importing on a Windows PC Importing on an Apple ipad After Importing a Document Selecting Views Document Views The Reading List My Folders Working with Documents Opening and Closing Documents Auto Save and Bookmarks Xerox Digital Alternatives Client Software User Guide iii

4 Viewing the Document Header and Footer Using the Document Page Selector Annotating Documents Annotation Widget Sharing Documents Share Options Configuring the System Settings Settings User Information Preferences Storage Signature and Initials Troubleshooting Installation Troubleshooting Log Files PC Client Contacting Support United States and Canada Enterprise Print Services (EPS) Accounts Xerox Print Services Accounts Europe, Latin America, Eastern Europe Enterprise Print Services (EPS) Accounts Xerox Print Services Accounts iv Xerox Digital Alternatives Client Software User Guide

5 Introduction This chapter provides an overview of Xerox Digital Alternatives, system requirements for Windows PC and Apple ipad installations, unsupported configurations, database requirements, and a glossary. Product Overview Xerox Digital Alternatives (DA) is a personal productivity and collaboration tool that provides an alternative to using paper documents. This tool reinforces the Xerox strategy of, Print for less, and print less, by providing a better alternative to printing documents. Use DA to import, read, annotate, save, organize, and share documents within a single application. DA can be used simultaneously on a Windows PC, laptop, and Apple ipad. Use DA to manage your documents as an alternative to paper. With our Windows and ipad applications you can easily annotate, sign, and share documents from an efficient and intuitive interface. The tool provides: Personal document storage Document synchronization across devices Offline access to documents Easy to use interface for reading, annotating, signing, and sharing documents Xerox Digital Alternatives Client Software User Guide 1

6 Introduction System Requirements The minimum required system specifications are as follows. For Microsoft Windows Microsoft Windows Hardware Components Processor System Memory Hard Drive 1 GHz or faster 32-bit (x86) or 64-bit (x64) 2 GB (4 GB recommended) Minimum free space is ~ 4 GB (~850 MB for Microsoft.NET 4.5 framework software for 32-bit OS and 2 GB for 64-bit OS, if not previously installed.) Display Minimum Resolution: 1024 x 768 Internet Connection Software Components Operating System (32- and 64-bit) Recommendations Required Windows 7 Professional, Windows 7 Ultimate, or Windows 7 Enterprise Windows 8, Windows 8.1, Windows 8.1 Pro, and Windows 8.1 Enterprise Windows 8.1 Update 1 Microsoft.NET framework Update your computer with the latest critical patches and service releases from Microsoft Corporation. Connections For easy sharing, you can connect to your corporate Microsoft Exchange Server. (Version 2007 SP 1 and above are supported) System Settings Sleep and Hibernation Administrative Permissions DA uses your corporate Active Directory to connect seamlessly and securely to your Personal Document Storage. Before installation, disable the Sleep and Hibernation modes on any machines that will be running the application in order to allow the application to collect and transmit meter information. Install the application software on the client computer using an account that has administrative privileges. 2 Xerox Digital Alternatives Client Software User Guide

7 Introduction For Apple ipad Apple ipad Hardware Components Devices ipad Air ipad 2 or later ipad mini ipad mini (with Retina display) Storage Capacity Minimum free space of ~1 GB Software Components Operating System ios 7.x / ios 8.x Unsupported Configurations Installation of the application on a computer with the following configurations is not supported. Any version of the following: Macintosh operating system UNIX operating system Linux operating system Windows NT 4.0 Windows Media Center Windows 2000 Windows Vista This application has been tested on a VMware Lab Manager workstation environment; other virtual environments are not supported. Database Requirements On a Windows PC, the application installs a Microsoft SQL Server Compact 4.0 Edition database engine and database files, which store document metadata. No database software is installed on an ipad. Xerox Digital Alternatives Client Software User Guide 3

8 Introduction Glossary of Terms Acronym or Term DA Onboarding Definition Xerox Digital Alternatives The process of a new user successfully logging into the DA client software (from PC, laptop, or ipad ) which registers the user with the solution, sets up their workspace, and counts against the overall volume licensing. An onboarded user account occurs when a user logs into any DA client (PC or ipad ) for the first time after installing the client in the implementation. 4 Xerox Digital Alternatives Client Software User Guide

9 Installing the Software In this section, you will learn how to install, cancel installation, and delete the Xerox Digital Alternatives software. Separate instructions are given, based on the type of device you are using. Windows PC Apple ipad Windows PC Installation This section is intended for users with a Windows PC. Note You must be logged in as an administrator to install the application. To install the software: 1. Log in as an administrator. 2. Double-click the installation file. The Select Language screen is displayed. 3. Select a language from the drop-down box. 4. Select Yes. The Xerox Setup Wizard prepares your PC for the installation. Xerox Digital Alternatives Client Software User Guide 5

10 Installing the Software Note: If Microsoft.NET Framework is not installed on your PC, an error message alerts you to install it before continuing with installation. You can download the.net 4.5 Framework from the Microsoft Web -.Net Framework site. 5. To continue the installation, click Next. 6. Select View ReadMe. The ReadMe file is displayed. 7. Select Next. The Destination Folder screen is displayed. 8. Choose one of the following: If this is the first time the application has been installed, go to the next step. If you had a previous version of the application installed, we recommend that you uninstall the previous version before installing a later version. 9. Choose one of the following: a. To accept the default location for the Destination folder, click Next (recommended). Note: If you are installing the application on an operating system in a language other than English, where the "Program Files" directory name is localized, the default installation path is in English; however, the application will be installed in the correct localized directory for your selected language. b. To change the default location, click Change. The Browse for Folder dialog is displayed. Select the desired folder or create a new one. Select OK. The dialog box closes. Select Next. 6 Xerox Digital Alternatives Client Software User Guide

11 Installing the Software Note You cannot install your application in the root directory. 10. On the Installation Options screen, click Install. The progress of the installation is indicated on the Installing Xerox Digital Alternatives Client screen. When the installation is complete, the Install Completed screen is displayed. 11. Select Finish. Logging in the First Time on a Windows PC The first time you log in to Xerox Digital Alternatives, you will be asked to enter information about your user account in order to configure your client account with the Xerox Digital Alternatives Server. The Onboarding process interacts with an Internetbased server, which manages the allocated software licenses for your company. The onboarding process uses the same Internet proxy server settings as your default browser; therefore, it is critical that you have unrestricted web access to this Internet source. To log in the first time: 1. Select Xerox Digital Alternatives in the system tray. Note: Alternatively, you can log in using either of these methods: In the Windows Start menu, select Xerox Digital Alternatives. From an open document, select File > Print. In the Print dialog, select Send to Digital Alternatives. 2. Select Login Now. The Xerox Digital Alternatives Welcome screen is displayed. Xerox Digital Alternatives Client Software User Guide 7

12 Installing the Software 3. Enter the address of your company. 4. Select Next. 5. Enter the following login credentials: a. Domain - your company s login network domain name. b. User Name - the user account that you use to login on a company-managed device. c. Password to the user account entered above. 6. Select Log In. Onboarding Complete Once you have successfully logged into the DA client software on one device, you have a user account within your company s DA local server. This local server account allows you to start working with documents and sharing your documents with other DA users. If you want to use DA on other devices, you must to repeat the installation and onboarding process on each one. Cancel Installation You can cancel the installation process at any point. To stop the install: 1. From any installation screen, click Cancel. The Cancel Setup screen is displayed. 2. Select Yes. The Install Failed screen is displayed, indicating that the application remains uninstalled. 3. Select Finish. Note: To install the application, you must start the installation from the beginning. 8 Xerox Digital Alternatives Client Software User Guide

13 Installing the Software Uninstall the Application To uninstall DA from your Windows PC: 1. Go to Start > Control Panel > Programs > Programs and Features > Uninstall a program, and follow the online prompts. 2. On the Uninstall Options screen, select Xerox Digital Alternatives. Apple ipad Installation The ipad version of the DA client software is a free app available for download from the Apple App Store. Search for the Xerox Digital Alternatives app and then download it to your ipad. Logging in the First Time on an ipad The first time you log in to Xerox Digital Alternatives, you will be asked to enter information about your user account in order to configure your client account with the DA Server. The Onboarding process interacts with an Internet-based server, which manages the allocated software licenses for your company. The onboarding process uses the same Internet proxy server settings as your default browser; therefore, it is critical that you have unrestricted web access to this Internet source. Whether or not you have ever logged into Xerox Digital Alternatives from a PC, you can log in using an ipad. To log in the first time using an ipad : 1. Choose one of the following: Launch the Xerox Digital Alternatives app from the ipad home screen. Select a PDF file and tap Open In Alternatives. 2. At the Welcome screen, enter the address of your company. 3. Tap Next. 4. Enter the following domain credentials: a. Domain - your company s login network domain name. b. User Name - the domain user account that you use to log in using a companymanaged device. c. Password to the user account entered above. 5. Tap Log In. Note: If you have already logged into your account using a PC, you will be able to view documents on your ipad that you have previously uploaded from a PC. Xerox Digital Alternatives Client Software User Guide 9

14 Installing the Software Note: The ipad must complete a document synchronization before the PC documents are available. Typically the synchronization is automatically performed and starts immediately on login. Onboarding Complete Once you have successfully logged into the DA client software on one device, you have a user account within your company s DA local server. This local server account allows you to start working with documents and sharing your documents with other DA users. If you want to use DA on other devices, you must repeat the installation and onboarding process on each one. Uninstall the Application To uninstall the Xerox Digital Alternatives app from your ipad : 1. Press and hold the application on the ipad to where all of your applications are shaking, which allows you to delete any of your ipad applications. 2. Tap X in the upper left corner of the DA application. 3. Follow the prompts to delete the application and all of the files and data associated with it. 10 Xerox Digital Alternatives Client Software User Guide

15 Getting Started This chapter introduces the key features of the Xerox Digital Alternatives (DA), and provides some basic information about the Guided Mini-Tour that is available after the first log in. What is Xerox Digital Alternatives? Xerox Digital Alternatives is a workflow solution supporting today s mobile knowledge workers. It provides: A personal cloud storage for your documents with cross device syncing and offline access The same mobile experience on your Windows PC and Apple ipad tablets Reading, annotating, saving, organizing, and sharing documents in one application Key Features Xerox Digital Alternatives includes the following key features: Icon Feature Description Reading Experience reading documents like an ebook Full screen Last page read is saved across devices, and reopens to that page A Reading List lets you mark a document for later reading Annotating Annotate a document with pen, highlighter, and text notes Spell check notes Sign document Complete a form Changes saved automatically Allows you to mark a document for later reading Sharing Review, mark up, and provide feedback on documents Share documents with others while preserving your copy Share documents with meeting notes with all attendees documents to someone who does not have DA For details about these features, see Working with Documents. Xerox Digital Alternatives Client Software User Guide 11

16 Getting Started Guided Mini-Tour The first time that you open the application after installing it on any device, the Guided Mini-Tour is displayed. This five-part presentation highlights the overall capabilities that Xerox Digital Alternatives provides. To navigate through the presentation: On a PC, click > to move forward or < to go back. On an ipad, swipe through the tour like reading a book on an ipad, or tap the five dots at the bottom of the tour. When the presentation ends, choose one of the following options: Select Learn More to read about DA and Xerox Managed Print Services. Select Done. 12 Xerox Digital Alternatives Client Software User Guide

17 Using the Interface The Xerox Digital Alternatives (DA) interface is easy to use. With just a few tips you will be working productively on your documents and on documents shared by others within your group. This chapter covers multiple ways to import a document into DA, selecting document views, learning what information the graphic cues provide, using the Reading List, and organizing your documents into My Folders. Importing Documents Using your PC or ipad, you will need to import documents to your DA account. Documents Stored in PDF Format All documents within DA are stored in PDF format. When you import a PDF document, it goes directly to your DA account. When you import a document in another format, the DA Installer creates a PDF version that is uploaded to your account. Importing on a Windows PC There are two ways to import a document into DA from a PC. Import in Xerox Digital Alternatives 1. Select the icon or click Import a Document in the All Documents screen. 2. Select the file to import. 3. Select Open. 4. Wait for the PDF file to be created and imported. Xerox Digital Alternatives Client Software User Guide 13

18 Using the Interface 5. When the import is complete, you may: Select Hide to import another document. Select Open Now to open the file to annotate. Import with File > Print When the DA software is installed on your PC, a DA print driver is installed. Using this driver, documents from any PC with File > Print function can be added to DA. This includes attachments, documents, and graphics that were not created with Microsoft Office. 1. Open a document in any application. 2. Select File > Print. 3. Select Send to Digital Alternatives. 4. Select Print. Xerox Digital Alternatives is displayed. 5. Wait for the PDF file to be created and imported. 6. When the import is complete, you may: Select Hide to import another document. Select Open Now to open the file to annotate. 14 Xerox Digital Alternatives Client Software User Guide

19 Using the Interface Importing on an Apple ipad Import a PDF Document 1. Open a PDF file. 2. Tap Share. 3. Scroll to the right, if needed, and tap Open in Alternatives to import the document. Xerox Digital Alternatives is displayed. 4. Wait for the PDF file to be copied and imported. 5. After the blue progress bar has completed, do one of the following: Select Hide to import another PDF document. Select Open Now to open the file to annotate. Import a PDF Attachment 1. Open the containing the attachment. 2. Tap the attachment to preview the document. 3. Tap Share. 4. Tap Open in Tap Open in Alternatives to import the attachment. Xerox Digital Alternatives is displayed. 6. Wait for the PDF file to be copied and imported. 7. After the blue progress bar has completed, do one of the following: Select Hide to import another PDF document. Select Open Now to open the file to annotate. Xerox Digital Alternatives Client Software User Guide 15

20 Using the Interface Importing a PDF File from Other Applications 1. Tap Share. 2. Tap Open in Alternatives to import the document. Xerox Digital Alternatives is displayed. 3. Wait for the PDF file to be copied and imported. 4. After the blue progress bar has completed, do one of the following: Select Hide to import another PDF document. Select Open Now to open the file to annotate. Importing from an iwork Application 1. In a Pages, Numbers, or Keynote file, tap Share. 2. Tap Open in Another App. 3. Tap PDF as the format. 4. Tap Choose App. 5. Tap Open in Alternatives to import the document. Xerox Digital Alternatives is displayed. 6. Wait for the PDF file to be copied and imported. 7. After the blue progress bar has completed, do one of the following: Select Hide to import another PDF document. Select Open Now to open the file to annotate. After Importing a Document Once the document has been imported you have the following options. Select Open Now to view the document. Select Hide to close the dialog. Select + to add another document. Select to open the document views menu. 16 Xerox Digital Alternatives Client Software User Guide

21 Using the Interface Selecting Views You can quickly find a document or folder you need by selecting a view. Document Views Select Menu to open the menu. The menu items are described below: Select Recent Activity Search All Documents Shared With You Reading List My Folders To View The six most recent imported and shared documents. Search across all files. All documents. Documents that others have shared with you. Documents that you have selected to read. Your current folders and imported documents that have not been moved to a folder. Select My Folders to create a new folder. Xerox Digital Alternatives Client Software User Guide 17

22 Using the Interface Options in a Document View Select Options Select List or Grid Sort Order within any view to change the format or order: To Change View format. List documents are displayed horizontally Grid documents are displayed vertically (default) The default order is Newest. Newest: Sorts the newest documents first. Oldest: Sorts the oldest documents first. Alphabetical: Sorts in alphanumeric order. Grid example List example 18 Xerox Digital Alternatives Client Software User Guide

23 Using the Interface Graphic Indicators in a Document View You can distinguish documents by these visual cues. Graphic Indicator Description Color highlighting Green indicates a document that you imported into DA. Salmon indicates a document that was shared with you by another DA user or by yourself from another device (PC or ipad ). Blue indicates that the document has been marked to read later or added to the Reading List. The eyeglasses and percentage icon indicates a document that you have read and the percent of the document that you have read. New documents and unread documents that you have imported or that others have shared with you are indicated by this blue banner. Document is on the Reading List. Document is not on the Reading List. The Reading List Xerox Digital Alternatives helps you manage the documents you want to read in the future using the Reading List. To add a document to the Reading List, open it and select. To remove a document from the Reading List, select. Once an opened document has been added to the Reading List, you can quickly access it and continue reading from the page on which you last read. To open a document that has been added to the Reading List, select Menu and select the Reading List. Note: If you have DA installed on multiple devices, such as an ipad and a laptop or desktop PC, each device saves the same synchronized Reading List. My Folders Xerox Digital Alternatives helps you stay organized and work efficiently with My Folders. You can create any number of folders to help organize your documents. Imported or shared documents can be added to your folders. Documents in folders are listed in the All Documents view. To move a document to a folder: 1. Select the checkbox for the document. Multiple documents may be selected. Xerox Digital Alternatives Client Software User Guide 19

24 Using the Interface 2. Select. The Move to Folder dialog is displayed. 3. Do one of the following: Select one of the folders under My Folders.. Select Add to New Folder to create a new folder in which to place the selected document. To delete a folder: 4. In the My Folders view check. 5. In the confirmation window select Delete to remove the folder and its contents from Digital Alternatives. Export to My Documents (Windows PC only) From Windows PC device, click Export to My Documents to export a document to a directory on your PC. 20 Xerox Digital Alternatives Client Software User Guide

25 Working with Documents This chapter covers all of the features in Xerox Digital Alternatives that will improve your experience with the software. Opening and Closing Documents Select or tap a document to open it. Alternatively, if you have just imported the document, select Open Now. Select or tap to close a document and return to the referring page. Auto Save and Bookmarks When you close a document, it is automatically saved, so you never have to worry about saving a document or responding to a popup dialog. Since all documents in DA are PDF copies of the original, there is no need for Save and Save As functions. The application will automatically save while you are working on your file so annotations will never be lost. When you stop reading a document, DA adds a bookmark to the page where you left off. Viewing the Document Header and Footer When you open a document to reading or annotate, the maximum viewing layout, or full screen mode, is used. The header task bar and footer navigation bar are displayed. Within the header and footer areas, you can access all of the tools for working with a document. To close the document header and footer, select. To display the header and footer, select or tap anywhere in the document. Xerox Digital Alternatives Client Software User Guide 21

26 Working with Documents The table below lists each tool and its location in full screen mode. Document Header Icon Description Closes the referring screen. Allows for reading the document; closes the header and footer. Opens the Annotation widget along the side. Opens the Sharing menu. Displays information about the document and allows you to change the document name. Document has been added to the Reading List Begins document synchronization. Side Panels Tool Description Displays the Annotation widget, which provides a full set of tools for annotating documents. The tool currently in use is displayed in the larger circle in the middle of the annotation palette. Zoom bar Slide to zoom in and out. Note: PC Can also use scroll wheel on mouse to zoom. ipad Can also use two-finger pinch or double-tap to zoom. 22 Xerox Digital Alternatives Client Software User Guide

27 Working with Documents Document Footer Icon Document Page Selector Left or Right arrows on each side of screen Description Assists in navigating quickly within a document. Go Forward or Back. Note: PC - Can also use left or right arrow keys. ipad - Swipe page left or right. Using the Document Page Selector Preview page icons are displayed in the Document Page Selector in the footer. For small documents, a preview page icon is displayed for each page. For large documents, there is room to display preview page icons for only some of the pages Hover over a preview page icon to display its page number and a slightly larger view of the page. This view shows more of the format and structure of the page, and makes it easier to select the page you want. To jump to a page, select the preview page icon while the page number is displayed. To go to the previous or next page, hover over the right or left side of the document to view the navigation arrow. Document header and footer example Xerox Digital Alternatives Client Software User Guide 23

28 Working with Documents Annotating Documents Xerox Digital Alternatives provides a full set of tools for annotating documents. The tools are consistently displayed from left to right as follows: Hand Tool Text Tool Signing Tool Checkmark Tool Highlighting Tool Pen Tool Shapes Tool When you annotate a document you are marking up a PDF copy of the document you imported -- much like when you write on and highlight a paper copy of an original. Annotation Widget When a document is first opened, it is in Annotation edit mode and the Annotation widget is displayed. You can expand or collapse the floating tool palette, and move it around the screen. The annotation tool currently in use is displayed in the larger circle in the middle of the palette. Select or tap on the center circle to open or close the Annotate menu. Each tool in the Annotation widget is described in the following table. Tool Palette Icon Description The Hand Tool can pan the page if zoomed in. It can select, move, or delete text, signature, or checkmarks on the page. The Text Tool can place text boxes onto the page. You can control the font size and background transparency. 24 Xerox Digital Alternatives Client Software User Guide

29 Working with Documents Tool Palette Icon Description The Signing Tool allows you to digitally sign or initial your document. Select the initial or signature icon shown when the Signing tool is selected. If you have not already created your initials or signature under Settings, you need to do so the first time you use the Signing Tool. See Configuring the System Settings. The Checkmark Tool selects check boxes on forms. When you select or tap near a check box, with the tool selected, it automatically selects the box for you. The Highlighting Tool has four colors to choose from along with the eraser tool. The Pen Tool has five colors and two line thicknesses to choose from. You can choose the eraser to erase pen or highlighter strokes. The Shapes Tool offers an arrow, line, oval, and rectangle. The shapes can be moved, resized, and deleted. Shapes can be black, blue, red, green, or white. You can set the outline thickness and make lines solid or dashed. Xerox Digital Alternatives Client Software User Guide 25

30 Working with Documents Sharing Documents This section covers the options and tools for sharing documents. Share Options Select or tap to display the Share document menu. The Share options are as follows: Share with Meeting Attendees Note: When using an ipad, a third option allows you to share a document with another app on your ipad. Sharing a Document by 1. Select a document. 2. Select or tap. 3. Select . The Compose dialog is displayed. The subject line is prefilled and the document is attached. 26 Xerox Digital Alternatives Client Software User Guide

31 Working with Documents 4. In the To field, choose from the following: a. Type the address. If you have sent to the recipient before, address suggestions are displayed. b. Select to open an address book. The address book dialog is displayed. Select Personal to search your local address book, or Global to search your company s address book. Note: Global is only available when the GAL look up is enabled for your company in the server settings. Select a name from the address book to insert it. To find a name faster, select the first letter of the name along the right side of the address book, or type a name in the search box and select the blue search icon to display possible matches. c. To remove an address from the , select the address and click delete or backspace. d. To receive a copy of your , add your address. 5. To change the Subject, click in the subject field and enter your own subject line. 6. Optionally, you can add a message in the body text box. 7. When finished, Select Send. Note: If the recipient has a DA user account, the document is identified as Shared with You. Sharing a Document with Meeting Attendees 1. Select a document. 2. Select or tap. 3. Select Share with Meeting Attendees. The Pick a Meeting dialog is displayed, showing meetings and appointments from your calendar. Xerox Digital Alternatives Client Software User Guide 27

32 Working with Documents 4. Select a meeting from today or pick a meeting from your calendar. The contents of the meeting notice are displayed. The Invitees section is prefilled. 5. Select or tap Share. The Compose dialog is displayed. The fields To and Subject are prefilled and the document is attached. 6. To remove an address from the , select the address and click delete or backspace. 7. To receive a copy of your , add your address. 8. To change the Subject, click in the subject field and enter your own subject line. 9. Optionally, you can add a message in the body text box. 10. When finished, select Send. Note: If the recipient has a DA user account, the document is identified as Shared with You. 28 Xerox Digital Alternatives Client Software User Guide

33 Configuring the System Settings Use the Settings panel to indicate your preferences in five areas of Xerox Digital Alternatives (DA). This chapter covers the Settings panel and the following options that are available: User Information Preferences Storage Signature or Initials Settings To get to the Settings panel: Select and select Settings at the end of the list. User Information Your user domain account is listed in the User Account field. This is the User Account that was configured the first time you logged in. DA may require additional information to give the application access to your contacts, s, and calendar items. Note: The Contacts, Calendar field is displayed in Settings on a PC only, not the ipad. Xerox Digital Alternatives Client Software User Guide 29

34 Configuring the System Settings Allow Access (PC only) If you want to use the contacts and calendar from a different user account, you can set up a new account or you can enter alternate account credentials and link your account to it. To link your domain user account to a new account: 1. Select anywhere in the Contacts, Calendar field. The Allow Access dialog is displayed. 2. Enter the Address of your new account. It must be an address that is supported by your company s domain network services. 3. Enter your company s network Domain. (This may be left blank if your exchange server does not require a domain.) 4. Enter the User Name that is associated with the new address. 5. Enter the Password for this account. 6. Select Validate. If these credentials are accepted, you will see a green circle and checkmark under the Password field with the message, Credentials accepted. The Validate button changes to Save. 7. Select Save to save the contacts and calendar information. 30 Xerox Digital Alternatives Client Software User Guide

35 Configuring the System Settings Preferences In the Preferences section, you can determine how frequently your DA user account synchronizes with the DA server. Note: For ipad only, you can only synchronize your account with the DA server when Wi-Fi is available. To change the sync frequency: 1. Select Preferences. The Automated Sync dialog is displayed. 2. Select the synchronization frequency you prefer. 3. Select anywhere outside of the dialog to save your change. Storage Each user s storage quota is set by an administrator. You can view the size and date of the documents in your account and determine how much space could be gained by deleting one or more documents. Included in the quota are documents that you have added and those that have been shared with you. Note: You can follow the steps below to see how much available storage space you can free up, without actually deleting the documents. Xerox Digital Alternatives User Guide 31

36 Configuring the System Settings To free up your available storage space: 1. Select Storage. A list of the documents in your account is displayed. 2. To sort the list by date or size, select Oldest or Largest. 3. Do one of the following: a. Select the checkbox to select one or more documents for deletion. b. To select all displayed documents, select or tap the All checkbox. 4. When you have finished your selection, select Delete. The Delete Document dialog is displayed and the amount of storage space that you could free up is calculated. 5. Carefully choose one of the following: To save the documents, select Cancel. To permanently delete the documents, select Delete. 32 Xerox Digital Alternatives Client Software User Guide

37 Configuring the System Settings Signature and Initials You can sign and initial sections of a document using the Annotate widget once you have added your signature and initials to your account settings. Once entered, your signature will be shared across all of your connected devices. To create a signature and initials: 1. Select Signature or Initials. The Add Signature or Add Initials dialogs display. Note: The Import option is for PC only, not ipad. 2. Select one of the following ways to create your signature or initials: Draw it Type it Import it (PC only) Example - Add initials using Draw it Example Add Signature using Type it Once you have created your signature and initials in the Settings menu, you can digitally sign or initial a document by selecting the Signing Tool from the Annotation widget. Xerox Digital Alternatives User Guide 33

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39 Troubleshooting Installation Troubleshooting Log Files PC Client Xerox Digital Alternatives (DA) client installation software saves log files that may be provided to the DA support organization to help with installation and configuration issues. Directory and Log Files C:\Program Data\Xerox\Install Logs Xerox_InstallerLog_ XDigitalA_V XRXCleanup C:\users\<username>\AppData\Local\Xerox\DigitalDocuments\Server\ Where <username> is the login user name used to log into the PC XrxDigitalAlternative.Viewer Lists client onboarding configuration steps taken after software installation Xerox Digital Alternatives Client Software User Guide 35

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41 Contacting Support United States and Canada Enterprise Print Services (EPS) Accounts EPS accounts are each provided a with unique contact number as part of their Managed Print agreement. Customers should use that phone number when contacting the helpdesk for support. Xerox Print Services Accounts Phone number for English is / Spanish is / French is Europe, Latin America, Eastern Europe Enterprise Print Services (EPS) Accounts EPS accounts are each provided with a unique contact number as part of their Managed Print agreement. Customers should use that phone number when contacting the helpdesk for support. In the event a customer would like to the Dublin Help Desk, the address is: XOS@support.xerox.com. Xerox Print Services Accounts Originating Country Phone Number Opening Hours (Local Times) Austria :30-18:00 Belgium :30-18:00 Denmark :30-18:00 Finland :30-18:00 France :30-18:00 Ireland :00-18:00 Germany :30-18:00 Germany :30-18:00 Xerox Digital Alternatives Client Software User Guide 37

42 Contacting Support Originating Country Phone Number Opening Hours (Local Times) Italy :30-18:00 Luxembourg :30-18:00 Netherlands :30-18:00 Norway :30-18:00 Portugal :30-17:00 Switzerland :30-18:00 Sweden :30-18:00 Sweden :30-18:00 Spain :30-18:00 United Kingdom :00-18:00 United Kingdom :00-18:00 Poland :00-18:00 Hungary :00-18:00 United Arab Emirates :30-17:00 South Africa :00-18:00 Qatar :00-18:00 Kuwait :00-18:00 Mexico :30-18:00 Brazil :30-18:00 Egypt :00-18:00 Saudi Arabia :00-18:00 India :00-18:00 Bahrain :00-18:00 Jordan :00-18:00 Cyprus :00-18:00 38 Xerox Digital Alternatives Client Software User Guide

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