About My Files

My Files is your personal folder. You can scan and convert documents to My Files for storage and reuse. You can easily route your scanned documents directly to your personal folder by performing the following tasks.

  • Create a Routing Sheet in WebApps to use at a device.

  • Use the My Files button on the MFP device display panel.

Note: Your Administrator manages the security and storage in My Files and may require authentication and set a storage time limit. Contact your Administrator for information about security and where and how long these documents are maintained before disposal.

You can also do the following tasks with the files in your personal folder.

  • Forward the files to other recipients.

  • Delete the files you no longer need.

  • Create, save, and download routing sheets.

  • Preview files.

  • Download and save files to other locations.

Expand to view information.

My Files Legend Description

1. Toolbar

Use the toolbar to:

  • Forward files.

  • Delete files.

  • Create, download, save routing sheets and convert a file's format.

  • Preview a file.

  • Download the file.

2. My Files grid and columns

View the following parameters.

  • Filename

  • Filename size

  • File created date and time

Note: Use the Up or Down arrow in the column header to sort items in ascending or descending order.

3. Preview pane and toolbar

Use to preview attachments and the toolbar to:

  • Toggle Sidebar - view page thumbnails, document outline, and additional attachments.

  • Magnifying glass - search content, highlight all occurrences, match case, and whole words.

  • Page navigator - view specific pages.

  • Minus or Plus - zoom content in or out.

  • Chevron - open additional Preview tools like Presentation mode and more.

4. Page navigation toolbar Go to and view first, previous, next or last page.

5. Refresh icon

Use to refresh the grid and get the latest scanned documents.

 

Previewing files

After the server completes its scan and conversion of your document and sends it to your personal folder, you can see the contents of that folder in WebApps. Using the My Files list, you can preview individual documents in a Preview pane, either docked at the side of the list or undocked in a separate tab.

Note: When you scan documents from the My Files button at the MFP device, your document is also routed to a shared folder on the server where the document is saved. You cannot save documents in My Files.

You can view your files by selecting any filename in the list.

  • Preview any file by selecting its filename. The file appears in the Preview window. You can use the Preview toolbar to:

    • View page thumbnails, outline, and attachments.

    • Search by word or phrase, highlight all, match case or whole words.

    • Go to a specific page number.

    • Zoom in or out.

    • Use the arrows for additional Preview tools.

Note: You can select Preview > Docked or Preview > Undocked to alter the display.

Managing files

Manage any file in the list by selecting its filename and one of the following toolbar options.

  • Forward – Attach additional information and/or documents and then send the file(s) in a message.

  • Delete - Delete the file(s).

  • Options - Create a Routing Sheet.

 

See also

Creating a My Files Routing Sheet