Document Manager 5.0 www.esker.com Esker DeliveryWare Version 5.0 Esker Fax Version 5.0 Esker Fax for Notes Version 5.0 Issued June 2008 Copyright © 2001-2008 Esker S.A. All rights reserved. DeliveryWare Rules: U.S. Patent 6,906,817; © 1987-1999 Adobe Systems Incorporated. All rights reserved; © 2003-2005 Business Objects. All rights reserved; © 1995-1998 Eric Young. All rights reserved; © 2002 FreeImage; © 2000-2002 Glenn Randers-Pehrson; © 2002 GNU Ghostscript; © 1999-2000 Greg Roelofs; © 1995-2002 Jean-Loup Gailly and Mark Adler; © 1990-2008 Tech Know Systems, Inc.-Jet PCL Emulation Software; © 2000 Microsoft Corp.; © 1998-2003 The OpenSSL Project. All rights reserved; © 1988-1997 Sam Leffler; Copyright © 2000-2008 by SAP AG © 1995-2007 Nuance Communications, Inc. All rights reserved; © 1991-1997 Silicon Graphics Inc.; © 1996 Willem van Schaik; © 2002, Frank Vanden Berghen. All rights reserved ; © 1995-1998 Tim Hudson. All rights reserved; © 1995-2008 International Business Machines Corporation and others. All rights reserved ; © 2006-2007 Ext JS, LLC. All rights reserved. ©1989, 1991 Free Software Foundation, Inc. DeliveryLink, Esker, Esker Fax, the Esker logo, Esker Pro, General Document Recognition, GDR, LanFax, Persona, SmarTerm, Tun and VSI-FAX are trademarks or registered trademarks of Esker S.A in the United States, France, and other countries. Microsoft, Windows, and Windows NT are registered trademarks of Microsoft Corp. Intel is a registered trademark of Intel Corp. SAP and mySAP.com are trademarks of SAP AG. Brooktrout is a registered trademark of Brooktrout Inc. Lotus Notes is a registered trademark of IBM Corp. GroupWise is a registered trademark of Novell Inc. Crystal Decisions, Crystal, and Crystal Reports are trademarks of Business Objects Software, Ltd. All other trademarks are the property of their respective owners Esker S.A., 10 rue des Émeraudes, 69006 Lyon, France Tel: +33 (0)4 72 83 46 46 • Fax: +33 (0)4 72 83 46 40/41 • [email protected] • www.esker.fr Esker, Inc., 1212 Deming Way, Suite 350, Madison, WI 53717 USA Tel: +1 608-828-6000 • Fax: +1 608-828-6001 • [email protected] • www.esker.com Esker Australia Pty Ltd. (Lane Cove - NSW) • Tel: +61 (0)2 8596 5100 • [email protected] • www.esker.com.au Esker GmbH (München) • Tel: +49 (0)89 700 8870• [email protected] • www.esker.de Esker Italia SRL (Milano) • Tel: +39 02 89 20 03 03 • [email protected] • www.esker.it Esker Ibérica, S.L. (Madrid) • Tel: +34 91 552 9265 • [email protected] • www.esker.es Esker UK Ltd. (Derby) • Tel: +44 (0)1332 54 8181 • [email protected] • www.esker.co.uk Esker, Inc. (Stillwater, OK) • Tel: +1.405-533-5500 • [email protected] • www.esker.com Esker, Inc. (Lake Forest, CA) • Tel: +1 608-828-6000 • [email protected] • www.esker.com No part of this document may be reproduced or transmitted in any form or by any means without the prior written consent of Esker S.A. For the Americas: printed in the United States of America. For the rest of the world: printed in France. Table of Contents Document Manager overview ................................................................. 11 Requirements for using Document Manager ........................................ 12 Connecting and disconnecting from the Document Manager............. 15 Interface overview ................................................................................... 16 Home tab overview ......................................................................................................17 Inbound tab overview...................................................................................................19 Jobs tab overview ........................................................................................................21 Messages tab overview ...............................................................................................23 Validation tab overview................................................................................................25 Archives tab overview ..................................................................................................28 Contacts tab overview..................................................................................................30 Users tab overview ......................................................................................................33 Profiles tab overview....................................................................................................35 Reports interface overview ..........................................................................................36 Subscriptions tab overview ..........................................................................................38 Scheduling tab overview..............................................................................................39 Custom tab overview ...................................................................................................40 Configuration page.......................................................................................................41 Document management overview.......................................................... 43 Sending documents with Document Manager ...................................... 45 Sending faxes with Document Manager................................................ 46 Cover pages overview .................................................................................................46 Creating cover pages...................................................................................................48 Configuring personal cover pages in Document Manager ..........................................50 Fax options ..................................................................................................................51 Adding recipients .........................................................................................................53 Selecting recipients......................................................................................................55 Fax number format.......................................................................................................56 Sending mail with Document Manager.................................................. 58 Preparing the documents to be sent by mail ...............................................................59 Page setup constraint for mail .....................................................................................60 List of available fonts ...................................................................................................65 Templates for mail submission ....................................................................................68 Mail options..................................................................................................................68 Selecting recipients......................................................................................................70 iii Address formats ...........................................................................................................72 Street address formats for the USA.............................................................................73 Street address formats for Europe...............................................................................74 Street address formats for Australia ............................................................................75 Country names for the USA and Australia...................................................................77 Country names for Europe...........................................................................................87 Mailing services............................................................................................................98 Envelope size...............................................................................................................99 Manually inserting the sender address ......................................................................101 Inserting an address page .........................................................................................104 Duplex printing ...........................................................................................................104 Deferring the delivery.................................................................................................105 Mail preview ...............................................................................................................106 Adding recipients........................................................................................................107 Deferring the delivery.................................................................................................109 Sending SMS messages with Document Manager ............................. 110 SMS message options ...............................................................................................110 Adding recipients........................................................................................................111 Selecting recipients....................................................................................................113 Deferring the delivery.................................................................................................115 Sending emails with Document Manager ............................................ 116 Email options..............................................................................................................116 Adding recipients........................................................................................................118