Xerox Digital Alternatives User guide

Brand: Xerox

Model: Digital Alternatives

Type: User guide

Software Version 2.0.XX

October 2016

Xerox

Digital Alternatives

Client Software User Guide

, 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

, Windows

operating system, SQL Server

, Windows Server

, Windows

Vista

, 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.

Xerox

Digital Alternatives Client Software User Guide i

Table of Contents

Introduction ................................................................................ 1

Product Overview ......................................................................................... 1

System Requirements .................................................................................. 2

For Microsoft Windows

...................................................................... 2

For Apple iPad

................................................................................... 2

For Mac

.............................................................................................. 2

For Android™ Tablets ......................................................................... 3

Unsupported Configurations ................................................................ 3

Database Requirements ...................................................................... 3

Glossary of Terms ........................................................................................ 4

Installing the Software ............................................................... 5

Windows

PC Installation ............................................................................. 5

Logging in the First Time on a Windows

PC ...................................... 7

Cancel Installation ............................................................................... 8

Uninstall the Application ...................................................................... 8

Apple iPad

or Mac

Installation ................................................................... 9

Logging in the First Time on an iPad or Mac ....................................... 9

Uninstall the Application .................................................................... 10

Android™ Tablet Installation ...................................................................... 10

Logging in the First Time on Android Tablet ...................................... 10

Uninstall the Application .................................................................... 10

Onboarding Complete ................................................................................ 10

Getting Started ......................................................................... 11

What is Xerox

Digital Alternatives? ........................................................... 11

Key Features ..................................................................................... 11

Guided Mini-Tour ........................................................................................ 12

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

.............................................................. 15

Importing on an Android™ Tablet ...................................................... 16

After Importing a Document ............................................................... 17

Selecting Views .......................................................................................... 17

ii Xerox

Digital Alternatives Client Software User Guide

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

Print Services Accounts ......................................................... 43

Europe, Latin America, Eastern Europe ..................................................... 43

Enterprise Print Services (EPS) Accounts ......................................... 43

Xerox

Print Services Accounts ......................................................... 43

Xerox

Digital Alternatives Client Software User Guide 1

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

PC, laptop, an Apple

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

Introduction

2 Xerox

Digital Alternatives Client Software User Guide

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)

• 10.10 (Yosemite)

• 10.11 (El Capitan)

Introduction

Xerox

Digital Alternatives Client Software User Guide 3

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

operating system

– Linux

operating system

– Windows NT

4.0

– Windows Media

Center

– Windows

2000

– Windows Vista

• This application has been tested on a VMware

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.

Introduction

4 Xerox

Digital Alternatives Client Software User Guide

Glossary of Terms

Acronym or Term Definition

DA Xerox

Digital Alternatives

Onboarding The process of a new user successfully logging into the DA client

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.

Xerox

Digital Alternatives Client Software User Guide 5

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

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

Setup Wizard prepares your PC for the installation.

Installing the Software

6 Xerox

Digital Alternatives Client Software User Guide

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.

Installing the Software

Xerox

Digital Alternatives Client Software User Guide 7

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

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

Digital Alternatives 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 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 in the system tray.

Note:

Alternatively, you can log in from the Windows

Start menu . Select Xerox

Digital Alternatives.

2. Select Login Now. The Xerox

Digital Alternatives Welcome screen displays.

3. Enter the email address of your company.

4. Select Next.

Installing the Software

8 Xerox

Digital Alternatives Client Software User Guide

5. Enter the following login credentials:

a. Domain - your company’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.

Installing the Software

Xerox

Digital Alternatives Client Software User Guide 9

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 default

browser; therefore, it is critical that you have unrestricted web access to this Internet

source.

Whether or not you have ever logged into Xerox

Digital Alternatives from a PC, you can

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.

2. At the Welcome screen, enter the email address of your company.

3. Select Next.

4. Enter the following domain credentials:

a. Domain - your company’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.

Installing the Software

10 Xerox

Digital Alternatives Client Software User Guide

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 delete the application and all of the files and data associated

with it.

To uninstall the Xerox

Digital Alternatives app from your Mac:

1. In the Finder sidebar, click Applications.

2. Drag the app from the Applications folder to the Trash (located at the end of the

Dock).

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

Digital Alternatives app and then download it.

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.

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 users.

If you want to use DA on other devices, you must repeat the installation and onboarding

process on each one.

Xerox

Digital Alternatives Client Software User Guide 11

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 • 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

Annotating • 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

Sharing • 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.

Getting Started

12 Xerox

Digital Alternatives Client Software User Guide

Guided Mini-Tour

The first time that you open the application after installing it on any device, the Guided

Mini-Tour displays. This five-part presentation highlights the overall capabilities that

Xerox

Digital Alternatives provides.

To navigate through the presentation:

• On a PC or Macintosh, click

> to move forward or < to go back.

• On an iPad

or Android tablet swipe through the tour like reading a book, or tap the

dots at the bottom of the tour.

When the presentation ends, choose one of the following options:

• Select Learn More to read about DA and Xerox

Managed Print Services.

• Select Done.

Xerox

Digital Alternatives Client Software User Guide 13

Using the Interface

The Xerox

Digital Alternatives (DA) interface is easy to use. With just a few tips you will

be working productively on your documents and on documents shared by others within

your group.

This chapter covers multiple ways to import a document into DA, selecting document

views, learning what information the graphic cues provide, using the Reading List, and

organizing your documents into My Folders.

Importing Documents

You need to import documents to your DA account in order to work with them in the

application and across your devices.

Device Ability to import PDF Ability to import non-PDF

PC Yes Yes

Mac Yes Yes

iPad Yes Yes

Android Yes No

Documents Stored in PDF Format

All documents within DA are stored in PDF format.

• When you import a PDF document, it goes directly to your DA account.

• When you import a document in another format, the DA Installer creates a PDF

version that is uploaded to your account. When you import a document in another

format on any conversion-capable device (PC, Mac, iPad), it is available across all

devices as a PDF file once synced.

Importing a Document on PC and Macintosh

Import in Xerox

Digital Alternatives (Supported on PC)

1. Select the icon or click Import a Document in the All Documents screen.

2. Choose the import source.

– My Computer—go to the next step.

– DocuShare

—go to step 5.

3. If you selected My Computer, select the file to import.

Using the Interface

14 Xerox

Digital Alternatives Client Software User Guide

4. Select Open. Go to step 7.

5. If you selected DocuShare

, you must be connected to the internet and signed in to

DocuShare

– The log in screen appears if this is the first time logging in to DocuShare

on this

device or if your session has timed out. Enter your User Name and Password.

Click Login.

– If you are logged in, you go directly to the file browser.

6. Click on a folder to open it. Check the file or files you want to import. Click Import.

Go to the next step.

7. Wait for the PDF file to be created and imported.

– While this document is importing, you can select Hide to import another

document.

– When the import is complete, select Open Now to open the file to annotate.

Import with File > Print (Supported on Mac)

When the DA software is installed on your Macintosh, a DA print driver is installed. Using

this driver, you can add supported documents from your machine to DA.

1. Open a document in any application.

2. Open the Print dialog and expand the PDF pop-up menu.

3. Select Send to Digital Alternatives.

4. Select Print. Xerox

Digital Alternatives is displayed.

5. Wait for the PDF file to be created and imported.

Using the Interface

Xerox

Digital Alternatives Client Software User Guide 15

– While this document is importing, you can select Hide to import another

document.

– When the import is complete, select Open Now to open the file to annotate.

Importing on an Apple iPad

Import a File

1. Open the file you wish to import.

2. Tap Share .

3. Swipe to the right, if needed, and tap Open in Alternatives to import the document.

(Action may also be called Copy to Alternatives.) Xerox

Digital Alternatives

displays.

4. Wait for the file to be copied and imported. File types other than PDF may take a few

moments longer to import while they are converted to a PDF format.

– While this document is importing, you can select Hide to import another

document.

– When the import is complete, select Open Now to open the file to annotate.

Import an Email Attachment

1. Open the email containing the attachment.

2. Tap the attachment to preview the document.

3. Tap Share .

4. Tap Open in . . . .

5. Tap Open in Alternatives to import the attachment. (Action may also be called Copy

to Alternatives.) Xerox

Digital Alternatives displays.

6. Wait for the file to be copied and imported. File types other than PDF may take a few

moments longer to import while they are converted to a PDF format.

– While this document is importing, you can select Hide to import another

document.

– When the import is complete, select Open Now to open the file to annotate.

Importing from Other Applications

1. Tap Share .

2. Tap Open in Alternatives to import the document. (Action may also be called Copy

to Alternatives.) Xerox

Digital Alternatives is displayed.

3. Wait for the PDF file to be copied and imported.

– While this document is importing, you can select Hide to import another PDF

document.

Using the Interface

16 Xerox

Digital Alternatives Client Software User Guide

– When the import is complete, select Open Now to open the file to annotate.

Importing from an iWork

Application

1. In a Pages

, Numbers

, or Keynote

file, tap Share .

2. Tap Open in Another App.

3. Tap Choose App.

4. Tap Open in Alternatives to import the document. (Action may also be called Copy

to Alternatives.) Xerox

Digital Alternatives is displayed.

5. Wait for the PDF file to be copied and imported:

– While this document is importing, you can select Hide to import another PDF

document.

– When the import is complete, select Open Now to open the file to annotate.

Importing on an Android™ Tablet

You may only import PDF files on an Android tablet.

Import a PDF Document

1. Open a PDF file.

2. Open the More menu and then tap Send File.

3. Swipe to the right, if needed, and tap Open in Alternatives to import the document.

Xerox

Digital Alternatives displays.

4. Wait for the PDF file to be copied and imported.

– When the import is complete, select Open Now to open the file to annotate.

Import a PDF Email Attachment

1. Open the email containing the attachment.

2. Tap the attachment to preview the document.

3. Open the More menu and then tap Send File.

4. Tap Open in Alternatives to import the attachment. Xerox

Digital Alternatives

displays.

5. Wait for the PDF file to be copied and imported.

– When the import is complete, select Open Now to open the file to annotate.

Page is loading ...

Xerox Digital Alternatives User guide

Xerox Digital Alternatives User guide

Xerox Digital Alternatives User guide

Related papers

Other documents