Oki CX 1145 MFP Instruction and safety manual

e-Filing Guide
59315001, Rev. 1.0
CX1145 MFP

TRADEMARKS AND COPYRIGHT 1
TRADEMARKS AND COPYRIGHT
Trademarks
yThe official name of Windows 98 is Microsoft Windows 98 Operating System.
yThe official name of Windows Me is Microsoft Windows Me Operating System.
yThe official name of Windows NT is Microsoft Windows NT Operating System.
yThe official name of Windows 2000 is Microsoft Windows 2000 Operating System.
yThe official name of Windows XP is Microsoft Windows XP Operating System.
yThe official name of Windows Vista is Microsoft Windows Vista Operating System.
yThe official name of Windows Server 2003 is Microsoft Windows Server 2003 Operating
System.
yMicrosoft, Windows, Windows NT, and the brand names and product names of other
Microsoft products are trademarks of Microsoft Corporation in the US and other countries.
yApple, AppleTalk, Macintosh, Mac, TrueType, and LaserWriter are trademarks of Apple Inc.
in the US and other countries.
yPostScript is a trademark of Adobe Systems Incorporated.
yNetscape is a trademark of Netscape Communications Corporation.
yIBM, AT and AIX are trademarks of International Business Machines Corporation.
yNOVELL, NetWare, and NDS are trademarks of Novell, Inc.
yOther company names and product names in this manual are the trademarks of their respec-
tive companies.

2 Preface
Preface
Thank you for purchasing OKI Multifunctional Digital Systems. This guide explains how to use
TWAIN driver, File Downloader, and e-Filing web utility. Read this guide before using to your
Multifunctional Digital Systems. Keep this guide within easy reach, and use it to configure an
environment that makes best use of the OKI 1100 MFP functions.
About This Guide
The guide also provides a detailed explanation of e-Filing features. Instructions for using e-Fil-
ing web utility to store, edit and manage documents are given.
Conventions
yThe term “this equipment” in this manual refers to the Multifunctional Digital Systems.
yThe term “e-Filing” in this manual is an abbreviation of “electronic filing”.
Precautions in this manual
To ensure correct and safe use of this equipment, this operator’s manual describes safety pre-
cautions according to the three levels shown below.
You should fully understand the meaning and importance of these items before reading this
manual.
Other than the above, this manual also describes information that may be useful for the opera-
tion of this equipment with the following signage:
Indicates a potentially hazardous situation which, if not avoided, could result
in death, serious injury, or serious damage, or fire in the equipment or sur-
rounding assets.
Indicates a potentially hazardous situation which, if not avoided, may result in
minor or moderate injury, partial damage of the equipment or surrounding
assets, or loss of data.
Indicates a procedure you should follow to ensure the optimal performance of
the equipment and problem-free copying.
Describes handy information that is useful to know when operating the equip-
ment.
Pages describing items related to what you are currently doing. See these
pages as required.

TABLE OF CONTENTS 3
TABLE OF CONTENTS
TRADEMARKS AND COPYRIGHT...............................................................1
Preface...........................................................................................................2
Chapter 1 Overview
Features and Functions ...............................................................................8
Organizing Documents ..............................................................................8
Using the Systems...................................................................................10
Managing the Systems ............................................................................ 11
System Requirements .............................................................................11
Chapter 2 Getting Started
Storing Documents ....................................................................................16
Storing Scanned Originals Using the Control Panel................................ 16
Storing Documents Using the Printer Driver............................................26
Getting Started with Control Panel ........................................................... 29
Creating and Managing Boxes ................................................................ 29
Managing Documents..............................................................................37
Getting Started with e-Filing Web Utility ..................................................44
Accessing e-Filing Web Utility .................................................................44
About Main Tabs .....................................................................................46
Creating and Managing Boxes and Folders ............................................51
Managing Documents..............................................................................70
Chapter 3 How to Edit Documents
About Document Control Buttons ..........................................................100
Working with Pages in Your Documents ...............................................101
Displaying Document and Page Properties...........................................101
Copying Pages from One Document to Another ...................................102
Copying Pages from a Document to a Box or Folder ............................ 108
Deleting Pages from a Document..........................................................113
Inserting a Blank Page into Documents ................................................116
Moving Pages within a Document .........................................................120
Moving and Merging Documents ............................................................124
Moving Documents................................................................................124
Merging Documents ..............................................................................126
Chapter 4 Retrieving Documents
Installing e-Filing Client Software...........................................................132
Planning for Installation .........................................................................132

4 TABLE OF CONTENTS
Installing e-Filing Client Software ..........................................................133
Uninstalling e-Filing Client Software......................................................139
Repairing Client Software......................................................................140
Retrieving e-Filing Documents................................................................143
How to Import e-Filing Documents ........................................................143
How to use TWAIN Driver and File Downloader ...................................149
Chapter 5 System Administration
Safeguarding Data....................................................................................170
Erasing Box Data...................................................................................170
Using e-Filing Backup/Restore Utility ....................................................172
Installing e-Filing Backup/Restore Utility ...............................................172
Uninstalling the Backup/Restore Utility..................................................175
How to use e-Filing Backup/Restore Utility ........................................... 177
Chapter 6 Menu Functions (Web utility)
File Menu Functions.................................................................................194
New Box ................................................................................................194
New Folder ............................................................................................195
Open......................................................................................................195
Rename.................................................................................................195
Archive Document .................................................................................196
Upload Archived Document...................................................................197
Test Print ............................................................................................... 198
Print Document......................................................................................199
Properties ..............................................................................................206
Page Properties.....................................................................................210
Send Email ............................................................................................211
Edit Menu Functions ................................................................................213
Select All ............................................................................................... 213
Invert Selection......................................................................................213
Cut.........................................................................................................213
Copy ......................................................................................................213
Paste .....................................................................................................213
Delete ....................................................................................................214
View Menu Functions...............................................................................215
Thumbnail..............................................................................................215
List.........................................................................................................216
Beginning ..............................................................................................216
Previous ................................................................................................216
Next .......................................................................................................216
End ........................................................................................................216

TABLE OF CONTENTS 5
Layout Menu Functions ...........................................................................217
Insert Blank Page ..................................................................................217
Chapter 7 Troubleshooting
Troubleshooting for e-Filing Web Utility ................................................220
Limitations and Considerations .............................................................220
Error Messages .....................................................................................220
TWAIN and File Downloader Errors........................................................223
TWAIN Driver and File Downloader Error Conditions ...........................223

6 TABLE OF CONTENTS

1.Overview
This section describes overview of the e-Filing features.
Features and Functions ...........................................................................................8
Organizing Documents........................................................................................................................8
Using the Systems ............................................................................................................................10
Managing the Systems...................................................................................................................... 11
System Requirements....................................................................................................................... 11

1 Overview
8 Features and Functions
Features and Functions
e-Filing web utility is a web-based document editor/organizer for this equipment. It enables you
to display, edit, merge and store documents on this equipment. For example, you can send two
documents originating from different applications to e-Filing web utility, merge them into a single
document, and store it in its repository. You can then print your document using a web browser.
This chapter outlines the tasks involved in setting up, managing and using the application, and
provides cross-references to detailed information in other chapters.
P.8 “Organizing Documents”
P.10 “Using the Systems”
P.11 “Managing the Systems”
P.11 “System Requirements”
Organizing Documents
The e-Filing system manages documents with following objects in tree structure. In the e-Filing
boxes, up to 10 GB of data can be stored.
1) Box
The e-Filing system provides two box types for storing documents, Public and User. Docu-
ments can be managed using these boxes and they can be handled publicly or confidentially.
-Public — This is a built-in system box to which all users have read and write access. Use
this box for documents that you wish to share with other users. You cannot change the
name of this box, but you can create one level of folders within it.
-User — This is a private box that can be managed by each user. You can create up to
200 of these boxes and secure them with a password. If the User Box is protected by a
password, you must login with the password for that box or login with the system admin-
istrator’s password (only when accessing with e-Filing web utility) to access the User
Box. Use this folder for confidential information and for draft documents that you are not
ready to share. You can create only one level of folders within each box.
yFor instructions on how to create user boxes using e-Filing web utility, please refer to the
following section.
P.51 “Creating New Boxes”
yYou can also create user boxes from the Touch Panel Display. For instructions on how to
create user boxes from the Touch Panel Display, please refer to the following section.
P.30 “Creating Boxes”
2) Folders
You can create up to 100 folders in each box, but only one level of folders within each box.
You cannot create subfolders within folders.
For instructions on how to create user folders, please refer to the following section.
P.53 “Creating New Folders”

Features and Functions 9
3) Documents
Documents can be stored directly in a box, and also in a folder in the box. Up to 400 docu-
ments can be stored in each box and folder.
Documents can be stored in boxes or folders by:
- Copying originals and storing to e-Filing
- Scanning originals and storing to e-Filing
- Printing documents and storing to e-Filing
- Received faxes are routed to store to e-Filing using Mailbox.
- Received faxes/Internet Faxes are forward to store to e-Filing using Fax Received For-
ward and Internet Fax Received Forward (can be registered by an administrator).
yRouting the received faxes using a mailbox is available only when the optional Fax unit is
installed.
yRouting the received faxes using the Fax Received Forward is available only when the
optional Fax unit is installed.
yDelete the documents in e-Filing when they are no longer needed.
For instructions on how to store documents in the Boxes and Folders, please refer to the fol-
lowing section.
P.16 “Storing Documents”
4) Pages
Each document can contain up to 200 pages. e-Filing web utility allows you to display the
pages in a document.