Xerox Digitale Alternativen Client User Guide
Software Version 2.0.XX
October 2016
®
Xerox
Digital Alternatives
Client Software User Guide
©2016 Xerox Corporation. All rights reserved. Xerox®, Xerox and Design®, and
DocuShare
®
are trademarks of Xerox Corporation in the United States and/or other
countries. BR17727
Android™ and Google Play™ are trademarks of Google Inc.
DocuSign
®
is a registered trademark of DocuSign, Inc. in the United States and or 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
Vista
®
, Windows® operating system, SQL Server®, Windows Server®, Windows
®
, 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.
®
Mac
, 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: 2.0.XX (October 2016).
Revision History
Version Date Description
2.0.xx October 2016 • Remove Print Drive for PC
2.0 January 2016 • Support added for Mac and Android tables. Added DocuSign®,
Xerox® DocuShare® Content Management Platform, and
workflows. IPad supports file formats besides PDF. Updated
icons.
1.2 August 2015 • Translated to Japanese
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.
Table of Contents
Introduction ................................................................................ 1
Product Overview ......................................................................................... 1
System Requirements .................................................................................. 2
®
For Microsoft Windows
For Apple iPad
For Mac
®
®
................................................................................... 2
.............................................................................................. 2
For Android™ Tablets ......................................................................... 3
Unsupported Configurations ................................................................ 3
Database Requirements ...................................................................... 3
Glossary of Terms ........................................................................................ 4
Installing the Software ............................................................... 5
Windows
Apple iPad
Android™ Tablet Installation ...................................................................... 10
Onboarding Complete ................................................................................ 10
®
PC Installation ............................................................................. 5
Logging in the First Time on a Windows
Cancel Installation ............................................................................... 8
Uninstall the Application ...................................................................... 8
®
or Mac® Installation ................................................................... 9
Logging in the First Time on an iPad or Mac ....................................... 9
Uninstall the Application .................................................................... 10
Logging in the First Time on Android Tablet ...................................... 10
Uninstall the Application .................................................................... 10
...................................................................... 2
®
PC ...................................... 7
Getting Started ......................................................................... 11
What is Xerox
Key Features ..................................................................................... 11
Guided Mini-Tour ........................................................................................ 12
®
Digital Alternatives? ........................................................... 11
Using the Interface ................................................................... 13
Importing Documents ................................................................................. 13
Documents Stored in PDF Format .................................................... 13
Importing a Document on PC and Macintosh .................................... 13
Importing on an Apple iPad
Importing on an Android™ Tablet ...................................................... 16
After Importing a Document ............................................................... 17
Selecting Views .......................................................................................... 17
®
Xerox
Digital Alternatives Client Software User Guide i
®
.............................................................. 15
Document Views ................................................................................ 17
The Reading List ............................................................................... 19
My Folders ......................................................................................... 19
Working with Documents ......................................................... 21
Opening and Closing Documents ............................................................... 21
Auto Save and Bookmarks ................................................................ 21
Viewing the Document Header and Footer ................................................ 21
Using the Document Page Selector .................................................. 23
Annotating Documents ............................................................................... 24
Annotation Widget ............................................................................. 24
Sharing Documents .................................................................................... 26
Share Options Overview .................................................................... 26
Share ................................................................................................. 26
Export ................................................................................................ 29
Requests ........................................................................................... 29
Configuring the System Settings .............................................. 35
Settings ...................................................................................................... 35
User Information ................................................................................ 35
Preferences (PC Only) ...................................................................... 37
Storage .............................................................................................. 37
Signature and Initials ......................................................................... 39
Troubleshooting ....................................................................... 41
Installation Troubleshooting ....................................................................... 41
Log Files – PC Client ......................................................................... 41
Log Files – Mac ................................................................................. 41
Contacting Support .................................................................. 43
United States and Canada ......................................................................... 43
Enterprise Print Services (EPS) Accounts ......................................... 43
®
Xerox
Europe, Latin America, Eastern Europe ..................................................... 43
Enterprise Print Services (EPS) Accounts ......................................... 43
Xerox
Print Services Accounts ......................................................... 43
®
Print Services Accounts ......................................................... 43
ii Xerox
®
Digital Alternatives Client Software User Guide
Introduction
This chapter provides an overview of Xerox® Digital Alternatives, system requirements for
the different 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, sign, save, organize, and share documents within a
single application. DA can be used simultaneously on a Windows
®
iPad
, Mac®, and Android™ tablets.
Use DA to manage your documents as an alternative to paper. With the application 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
®
PC, laptop, an Apple
®
Xerox
Digital Alternatives Client Software User Guide 1
Introduction
System Requirements
The minimum required system specifications are as follows. We recommend you update
your device with the latest patches and service releases for best performance.
For Microsoft Windows®
Microsoft Windows®
Hardware Components
Processor 1 GHz or faster 32-bit (x86) or 64-bit (x64)
System Memory 2 GB (4 GB recommended)
Hard Drive Minimum free space is ~ 4 GB
Display Minimum Resolution: 1024 x 768
Software Components
Operating System
(32- and 64-bit)
• Windows® 7
• Windows® 8 & 8.1
• Windows® 10
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 8.x
• iOS 9.x
For Mac
Mac
Hardware Components
®
Devices • 2007 and newer iMac
• 2007 and newer MacBook
• 2007 and newer Mac Mini
Software Components
Operating System
(32- and 64-bit)
2 Xerox
• 10.10 (Yosemite)
• 10.11 (El Capitan)
®
Digital Alternatives Client Software User Guide
Introduction
For Android™ Tablets
Android
Hardware Components
Devices • Asus Memo Pad 7
• Google (Asus) Nexus 9
• Google (Asus) Nexus 7
• Samsung Galaxy Tab 4
• Samsung Galaxy Tab S
Storage Capacity Minimum free space of ~1 GB
Software Components
Operating System • Android 4.4 (Kit Kat)
• Android 5.0, 5.1 (Lollipop)
Unsupported Configurations
Installation of the application on a computer with the following configurations is not
supported.
• Any version of the following:
®
– UNIX
– Linux
– Windows NT
– Windows Media
– Windows
– Windows Vista
• This application has been tested on a VMware
operating system
®
operating system
®
4.0
®
Center
®
2000
®
®
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, Macintosh, or Android.
®
Xerox
Digital Alternatives Client Software User Guide 3
Introduction
Glossary of Terms
Acronym or Term Definition
DA Xerox
Onboarding The process of a new user successfully logging into the DA client
®
Digital Alternatives
software 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
for the first time after installing the client in the implementation.
4 Xerox
®
Digital Alternatives Client Software User Guide
Installing the Software
In this section, you will learn how to install, cancel installation, and delete the Xerox®
Digital Alternatives software.
The instructions vary somewhat depending on the type of device you are using.
• Windows
• Apple iPad
• Mac
• Android™ tablet
Windows® PC Installation
®
PC
®
®
This section is intended for users with a Windows® PC.
Note
You must be logged in with administrator rights to install the application.
To install the software:
1. Log in as an administrator.
2. Double-click the installation file. The Select Language screen displays.
3. Select a language from the drop-down box.
4. Select Yes.
®
The Xerox
®
Xerox
Digital Alternatives Client Software User Guide 5
Setup Wizard prepares your PC for the installation.
Installing the Software
5. To continue the installation , click Next.
6. Select View ReadMe. The ReadMe file displays.
7. Select Next. The Destination Folder screen displays.
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
displays.
• Select the desired folder or create a new one.
• Select OK. The dialog box closes.
• Select Next.
Note:
You cannot install your application in the root directory.
10. On the Installation Options screen, click Install.
6 Xerox
®
Digital Alternatives Client Software User Guide
Installing the Software
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
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.
To log in the first time:
1. Select Xerox
Digital Alternatives Server. The onboarding process interacts with an Internet-
®
Digital Alternatives in the system tray.
Note:
Alternatively, you can log in from the Windows
Digital Alternatives.
2. Select Login Now. The Xerox
®
Digital Alternatives Welcome screen displays.
3. Enter the email address of your company.
®
Start menu . Select Xerox®
4. Select Next.
®
Xerox
Digital Alternatives Client Software User Guide 7
Installing the Software
5. Enter the following login credentials:
a. Domain - your compa ny’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.
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 displays, indicating that the application
remains uninstalled.
3. Select Finish.
Note:
To install the application, you must start the installation from the beginning.
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.
8 Xerox
®
Digital Alternatives Client Software User Guide
Installing the Software
Apple iPad® or Mac® Installation
The iPad and Macintosh versions of the DA client software are free apps available for
download from the Apple
®
App Store. Search for the Xerox® Digital Alternatives app and
then download it.
Logging in the First Time on an iPad or Mac
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 d efault
browser; therefore, it is critical that you have unrestricted web access to this Internet
source.
Whether or not you have ever logged into Xerox
log in using an iPad or Mac.
To log in the first time:
1. Choose one of the following:
– Launch the Xerox
®
Digital Alternatives app from the home screen.
– Select a PDF file and tap Open In Alternatives.
®
Digital Alternatives from a PC, you can
2. At the Welcome screen, enter the email address of your company.
3. Select Next.
4. Enter the following domain cre dentials:
a. Domain - your compa ny’s login network domain name.
b. User Name - the domain user account that you use to log in using a company-
managed device.
c. Password to the user account entered above.
5. Select Log In.
Note:
If you have already logged into your account using a PC, you will be able to view
documents on your iPad/Mac that you have previously uploaded from a PC.
Note:
Your device must complete a document synchronization before the PC documents
are available. Typically, the synchronization is automatically performed and starts
immediately on login.
®
Xerox
Digital Alternatives Client Software User Guide 9
Installing the Software
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 delet e the application and all of the files and data associated
with it.
To uninstall the Xerox
1. In the Finder sidebar, click Applications.
2. Drag the app from the Appl ications folder to the Trash (located at the end of the
Dock).
®
Digital Alternatives app from your Mac:
Android™ Tablet Installation
The Android version of the DA client software is a free app available for download from
Google Play™ store. Search for the Xerox
Logging in the First Time on Android Tablet
The first log in on an Android follows the same process as the iPad and Mac. Refer to the
Logging in the First Time on an iPad or Mac section.
Uninstall the Application
To uninstall the Xerox® Digital Alternatives app from your Android tablet:
1. Press and hold the application on the device.
®
Digital Alternatives app and then download it.
2. Drag the icon to the Uninstall icon.
3. Click Uninstall in the confirmation window.
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 use rs.
If you want to use DA on other devices, you must repeat the installation and onboarding
process on each one.
10 Xerox
®
Digital Alternatives Client Software User Guide
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 experience on your PC, Mac, iPad or Android tablet.
• Reading, annotating, saving, organizing, and sharing documents in one application
Key Features
Xerox® Digital Alternatives includes the following key features:
Icon Feature Description
Reading
Annotating
Sharing
• 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
• 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
• Review, mark up, and provide feedback on documents
• Share documents with others while preserving your copy
• Share documents with meeting notes with all attendees
• Send documents for review, approval, or signature
• Email 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
Loading...