Sending Messages

You can send messages, with optional attachments, to recipient folders, printers, faxes, or email,

  • electronically from WebApps.

  • from hard copy at a multi-function printer (MFP).

You can also send messages using Personal, Public, and Subscribed Distributions, as well as Distribution Collections.

When working with a new message or a new/existing distribution, you can use WebApps options to control document formatting and routing. You can set these options at the Recipient level, the message level, or as Preferences at the user level. The following steps refer only to the Recipient Properties.

To create and send a new message from WebApps

  1. Open WebApps .

  2. Click the Create Distribution tile.

  3. At the end of the Destinations field, click + and select a Destination.

Note: Destination options will vary depending on how WebApps was configured in the Server Administrator.

  1. The Recipient Properties pop-up screen appears. Your Destination choice determines what type of recipient information is required:

    • Folder – Set folder-specific details:

Select an existing Folder or (with permission) click New Folder to create a new one. (Enter the new Folder Name in the New Virtual Folder pop-up box and click OK. The new Folder appears in the Select Folder list.) If you create a new Folder, you can also create a sub-folder in the selected Folder.

With the Folder selected, enter a File name and from the Action drop-down menu, select whether you want this file to be created new, overwrite an existing file, or be appended to an existing file.

In the Advanced tab, you can also choose to encrypt or apply a document stamp or Bookmark to the PDF.

    • Printer – Enter the Printer Name or Printer IP in the Printer field.

    • Fax – Enter the destination fax number in the Fax field.

    • Email – Enter the email address in the Email field.

  1. Optionally, you can change the file format in which you want your attachment delivered. The Deliver as file format default values are as follows:

    • Folder – The format automatically defaults to PDF, however you can select any format from the drop-down list.

    • Printer – The format automatically defaults to PDF (the required format for printing).

    • Fax – The format automatically defaults to TIFF (the required format for faxing).

    • Email – The format automatically defaults to PDF. You can select any format from the drop-down list.

Select a format from the Deliver as drop-down list.

Note: If you select a DOC, RTF, or TXT format, the server converts any image files so they are editable and searchable. PDF Image+Text and PDF Text are also searchable. PDF Image formats are not searchable. Options that display the letters OCR indicate the system will perform optical character recognition. This means the server will read the scan and determine how letters and characters translate to text.  Handwritten text is not recognized but will remain a part of your document as an image.

  1. Go to the Advanced tab to apply a Stamp or Priority, Encrypt the distribution, apply a Bookmark to a PDF, or add Confirmations.

  2. Click OK when finished.

  3. In addition to scanning paper hardcopy documents, you can append electronic files to your distribution. At the end of the Attachments field, click + to browse to and add any attachment(s) needed.

  4. In the Subject field, enter a subject for your distribution.

Fax recipients will see this text on the cover page they receive from the server. Email recipients will see this text in the subject line of the email they receive.

  1. In the Comments field, enter any text to accompany your document.

Fax recipients will see this text on the cover page they receive from the server. Email recipients will see this text in the body area of the email message they receive.

  1. Click Send and WebApps submits your message to the server for processing.

To check whether your message was delivered, you can launch WebApps as the user to whom the message was sent, select Inbox and check for the message.

You can click on any message to review details in the Preview screen. Click Preview to select whether you want to view the document docked in the screen or undocked in its own screen.

Sending messages using hard copy

WebApps users can print Routing Sheets to bring to an MFP with the document, or they can sign-in to the device and use the distributions associated with authenticated device buttons. For descriptions of how to use the customizable buttons and the Embedded Device Client, see the Embedded Device Client Quick Start Guide. These buttons include Scan to Me, Scan to Folder, Personal and Public Distributions, and more.

See also

About Messages

Setting Recipient Properties

Setting Message Options

Setting User Preferences