Sharp Mx 4100n Owners Manual
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6-1 This chapter provides detailed explanations of the procedures for using the document filing function. The document filing function allows you to save the document data of a copy or fax job, or the data of a print job, as a file on the machines hard drive. The file can be called up as needed. This chapter assumes that you are already familiar with copy mode, scanner mode, and the other modes of the machine. For information on procedures of copy, scanner and other modes that remain the same when those modes are used in conjunction with the document filing function, see the chapters for those modes. DOCUMENT FILING OVERVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2 TYPES OF DOCUMENT FILING . . . . . . . . . . . . 6-2 USES OF DOCUMENT FILING . . . . . . . . . . . . . 6-3 BEFORE USING DOCUMENT FILING . . . . . . . 6-4 IMPORTANT POINTS WHEN USING DOCUMENT FILING . . . . . . . . . . . . . . . . . . . . . 6-7 USING DOCUMENT FILING IN EACH MODE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8 BASE SCREEN OF DOCUMENT FILING MODE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10 SAVING FILES WITH DOCUMENT FILING SAVING A FILE WITH Quick File . . . . . . . . . . . 6-11 SAVING A FILE WITH File . . . . . . . . . . . . . . . . . 6-13 FILE INFORMATION . . . . . . . . . . . . . . . . . . . . 6-15 SAVING A DOCUMENT FILE ONLY (Scan to HDD) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-18 Scan to HDD SCREEN . . . . . . . . . . . . . . . . . 6-18 PERFORMING Scan to HDD . . . . . . . . . . . . . 6-23 USING STORED FILES SEQUENCE FOR USING A STORED FILE . . . . . . 6-24 FOLDER AND FILE SELECTION SCREENS . . . . 6-26 FOLDER SELECTION SCREEN . . . . . . . . . . . 6-26 FILE SELECTION SCREEN . . . . . . . . . . . . . . . 6-27 SELECTING A FILE . . . . . . . . . . . . . . . . . . . . . . . . 6-29 JOB SETTINGS SCREEN . . . . . . . . . . . . . . . . 6-30 PRINTING A STORED FILE . . . . . . . . . . . . . . . . . . 6-31 PRINT SETTINGS SCREEN . . . . . . . . . . . . . . 6-32 MULTI-FILE PRINTING . . . . . . . . . . . . . . . . . . 6-33 SENDING A STORED FILE . . . . . . . . . . . . . . . . . . 6-37 SEND SETTINGS SCREEN . . . . . . . . . . . . . . . 6-38 PROPERTIES OF STORED FILES . . . . . . . . . . . . 6-39 FILE PROPERTIES . . . . . . . . . . . . . . . . . . . . . 6-39 CHANGING THE PROPERTY . . . . . . . . . . . . . 6-39 MOVING A STORED FILE . . . . . . . . . . . . . . . . . . . 6-41 DELETING A STORED FILE . . . . . . . . . . . . . . . . . 6-43 CHECKING AN IMAGE OF A STORED FILE . . . . 6-44 IMAGE CHECK SCREEN . . . . . . . . . . . . . . . . 6-45 RETRIEVING AND USING A FILE FROM THE JOB STATUS SCREEN . . . . . . . . . . . . . . . . . . . . . 6-46 SEARCHING FOR A STORED FILE . . . . . . . . . . . 6-47 CHAPTER 6 DOCUMENT FILING
6-2 DOCUMENT FILING Contents This section provides information that you should know before using the document filing function, including an overview of document filing, the features and functions of document filing, and points to keep in mind when using document filing. OVERVIEW The document filing function allows you to save the document image of a copy or image send job, or the data of a print job, as a file on the machines hard drive. The stored file can be retrieved and printed or transmitted as needed. TYPES OF DOCUMENT FILING There are three ways to save a file using document filing: Quick File, File, and Scan to HDD. DOCUMENT FILING Quick File As a copy, scan send, or other job is performed, this function saves the document data to the hard drive. Use this function when you want to quickly and easily store document data without specifying a file name or other information. The stored file can also be used by other people. Do not use this method to save files that you do not want others to use, such as files containing sensitive or confidential information. File As a copy, scan send, or other job is performed, this function saves the document data to the hard drive. Unlike Quick File, various types of information can be appended to the file when the file is saved to enable efficient file management. A password can also be established to prevent the file from being retrieved up by others. Scan to HDDThis function scans a document and stores it as a file. Like File, various types of information can be appended to the file when it is stored. Print Hard drive Internet Fax Fax Scan to HDDSend Copy Print Scan Hard drive Saving a file Retrieving and using a stored file A stored file can be printed. A stored file can also be sent as a fax or sent to another computer over a network. A stored file can also be kept for archive purposes. Document information used in any of the modes is saved to the hard drive as a file.
6-3 DOCUMENT FILING Contents USES OF DOCUMENT FILING Quickly using a file Example: You prepared handouts consisting of numerous pages for a meeting, however, another handout is needed for a newly added participant. As shown in the example, storing a job with the document filing function frees you of the need to rescan the original and select settings, saving considerable time. Convenient for managing frequently used documents Example: Managing a large number of business forms Application forms, report forms, and other business forms can be stored on the hard drive for easy retrieval, letting you print the number of copies you need when you need them. The handout was not saved using document filingThe handout was saved using document filing Not likely to be completed in time for the meeting...Printing is accomplished quickly and the handout is ready in time for the meeting! Copy settings must be reselected and the original must be rescanned. As indicated above, to obtain another set of output, the settings must be selected all over again. If you dont remember the settings, much effort may be expended to get the same output result as the previous time.By retrieving a job stored using document filing, there is no need to reselect copy settings or rescan the original. The job can be retrieved and printed using the same settings quickly and easily. Ratio, color mode, and special mode settings must be reselected. The numerous original pages must all be rescanned. The stored file is simply retrieved and printed. Paid holiday forms? Daily report forms? Business trip forms? Main FolderFile NamePaid holiday formsName 104/04/2010Daily report formsName 104/04/2010Business trip formsName 104/04/2010Daily report formsName 104/04/2010Daily report formsName 104/04/2010 User Name Date Switch DisplayAll Files 12 BackSearch Multi-File Print File RetrieveScan to HDDHDD StatusEx Data Access Not using document filing It takes time to find the form you need.Using document filing The required form can be easily retrieved from the document filing list, and document management is much more efficient.
6-4 DOCUMENT FILING Contents BEFORE USING DOCUMENT FILING This section provides information that you should know before using the document filing function. Folders Three types of folders are used to store files by document filing. Quick File Folder Documents scanned using the [Quick File] key are stored in this folder. A user name and file name are automatically assigned to each job. Main Folder Documents scanned using the [File] key are stored in this folder. When you store a job in the Main folder, you can specify a previously stored user name and assign a file name. A password can also be set when storing a file ([Confidential] save). Custom Folder Folders with custom names can be created inside this folder. When a document is scanned using the [File] key and a folder is selected, the document is stored in the specified folder. Like the Main folder, a custom folder allows you to specify a previously stored user name and assign a file name when storing a job. Passwords can be established for custom folders and for files saved in custom folders. Items convenient to store When storing a job using File or Scan to HDD, it is convenient to store the items below. These settings are not needed when storing a job using Quick File. A maximum of 1000 custom folders can be created on the hard drive. User NameThis is necessary if you will be assigning a user name to stored files. User names are stored in User List in the system settings (administrator). A user name is also used as a search condition when searching for a file. Custom Folder The Main folder is initially available as a location for storing files by File and Scan to HDD. When custom folders have been created using Document Filing Control in the system settings, a custom folder can be specified as a location for storing files. A password can also be established for a custom folder to restrict access to the folder. My Folder My Folder is specified using User List in the system settings (administrator). A previously created custom folder can be selected as My Folder, or a new folder created as My Folder. When My Folder has been configured and user authentication is used, My Folder will always be selected as the destination of File and Scan to HDD. System Settings: Document Filing Control (page 7-24) This is used to create custom folders for document filing. A password can also be established for a custom folder. System Settings (Administrator): User List This is used to store a user name and specify a folder as My Folder. Folders on the hard drive Quick File FolderMain Folder Custom Folder
6-5 DOCUMENT FILING Contents Approximate number of pages and files that can be stored by document filing Combined total number of pages and total number of files that can be stored in custom folders and in the Main folder Number of pages and number of files that can be stored in the Quick File folder * The indicated numbers are guidelines for the number of pages that can be stored when all pages are full color, and when all pages are black & white. Copying in sort mode uses the same memory area as the Quick File folder. For this reason, when too much data has been stored in the Quick File folder, it may not be possible to perform a large copy job using sort mode. Delete unneeded files. The original types above are examples to make the explanation easier to understand. The actual number of pages and number of files that can be stored will vary depending on the contents of the original images and the settings when the files are stored. Examples of original typesNumber of pages*Number of files Full color original (Text and photo example) Size: 8-1/2 x 11 (A4) Max. 2500 Max. 3000 Black & white original (Text) Size: 8-1/2 x 11 (A4) Max. 5500 Examples of original typesNumber of pages*Number of files Full color original (Text and photo example) Size: 8-1/2 x 11 (A4) Max. 800 Max. 1000 Black & white original (Text) Size: 8-1/2 x 11 (A4) Max. 1700
6-6 DOCUMENT FILING Contents Automatic deletion of files You can have document filing data in specified folders automatically deleted at regular intervals by specifying the folders and the time. Periodic deletion of files stored in the machine helps to prevent the leaking of sensitive information and frees space on the hard drive. Every day, every week, or every month can be selected for the deletion cycle, and a time can be set for each selection. For example, you can set file deletion to take place every week on Friday at 6:00 PM. Automatic file deletion settings are configured in Automatic Deletion of File Settings in the system settings (administrator). To check the settings, print the following list in the system settings. To check information on the deletion cycle: Print the Administrator Settings List in the system settings (administrator). To check information on the folders selected for file deletion: Print the Document Filing Folder List in the system settings. When Automatic Deletion of File Settings is enabled in the system settings (administrator), all files in the specified folders will be deleted when the set time arrives. Take care not to store files that you wish to keep in folders specified for file deletion. System Settings: Document Filing Control (page 7-24) This shows a list of the folder names for document filing. System Settings (Administrator): Automatic Deletion of File Settings Configure settings for automatic deletion at regular intervals of files stored using the document filing function. System Settings (Administrator): Administrator Settings List Use this to print a list of the administrator settings, including document filing settings.
6-7 DOCUMENT FILING Contents Files When a file is saved using File, the following information can be appended. Saving a file with this information allows you to distinguish it from other files. User name:Use this to specify the owner of the file. The user name must first be stored in User List in the system settings. File Name:A file name can be entered. Folder:Select which folder the file will be saved in. Confidential:A password (5 to 8 digits) can be established to prevent others from using the file. IMPORTANT POINTS WHEN USING DOCUMENT FILING Note the following when using document filing: Files saved using Quick File are assigned the Sharing property. Sharing files can be retrieved and printed or transmitted by anyone, and thus Quick File should not be used to save sensitive or confidential documents that you do not wish others to use. When saving a file with File, use the Confidential property. A password can be set for a Confidential file to prevent the file from being used by other people. Take care to keep the password of a stored Confidential file secret. The property of a stored Confidential file can be changed to Sharing by Property Change when the file is used. Do not store sensitive documents or documents that you do not want to be used by others. Except in cases provided for by law, SHARP Corporation bears no responsibility for any damages that result from the leaking of sensitive information due to manipulation by a third party of any data saved using the Quick File function or File function, or incorrect operation of the Quick File function or File function by the operator that saves the data. The above information cannot be specified when a file is saved with Quick File. System Settings (Administrator): User List This is used to store user names. Meeting minutes folder User Name: Name 1 File Name: Meeting handout Password: 12345678
6-8 DOCUMENT FILING Contents USING DOCUMENT FILING IN EACH MODE In copy or image send mode, the original can be saved as a file on the hard drive at the same time it is copied or transmitted. In addition, Scan to HDD can be used to save the scanned data of an original to the hard drive without copying or transmitting the data. Copy mode The original is saved as an image f ile at the same time it is copied. Image Send mode Example: Base screen of scan mode The original is saved as an image file at the same time it is scanned and transmitted. (1) Touch the [COPY] key. (2) Touch the [File] key or the [Quick File] key. (1) Touch the [IMAGE SEND] key. (2) Touch the [Scan] tab. (3) Touch the [File] key or the [Quick File] key. Ready to scan for copy.0 Auto 8½x11 PlainAuto 8½x11 2.3.4. 1.8 x11R8 x1411x17 8 x111 / 2 1 / 2 1 / 28 x11Plain Color ModeSpecial Modes 2-Sided Copy Output File Quick File OriginalPaper Select Full Color ExposureAuto Copy Ratio 1 / 2 IMAGE SEND DOCUMENT FILING COPY 100%Preview (1)(2) AutoAuto Auto File Quick File Address Review Send Settings Address Entry Address Book USB Mem. ScanFaxInternet FaxPC Scan Resend Special Modes Color Mode File Format Resolution Exposure OriginalScan: Scan Send: 200X200dpi PDF Auto/GrayscaleMono2 PDF Ready to send. IMAGE SEND DOCUMENT FILING COPY Preview (3) (1)(2)
6-9 DOCUMENT FILING Contents Scan to HDD mode The scanned original is saved as an image file. Neither printing nor transmission are performed when Scan to HDD is used. (1) Touch the [DOCUMENT FILING] key. (2) Touch the [Scan to HDD] tab. [File] key and [Quick File] key The File key and/or Quick File key will not appear in the base screen of copy mode or image send mode if one or both of the keys has been changed to a different function using Customize Key Setting in the Web page menu. In this case, touch the [Special Modes] key in the base screen of either mode. Document filing can be performed by touching the [Quick File] key or [File] key in the special modes menu. Using document filing in print mode To use document filing in print mode, select document filing in the printer driver. For more information on using document filing in print mode, see CONVENIENT PRINTER FUNCTIONS (page 3-57) in 3. PRINTER. Using document filing in PC-Fax/PC-I-Fax mode To use document filing in PC-Fax or PC-I-Fax mode, select document filing settings in the PC-Fax driver. For more information, see Help in the PC-Fax driver. System Settings (Administrator): Customize Key Setting Registration is performed in [System Settings] - [Operation Settings] - Customize Key Setting in the Web page menu. File RetrieveScan to HDDHDD StatusEx Data AccessFile InformationOriginal Exposure Resolution Comp. Ratio Color Mode Special Modes 200X200dpi Medium AutoAuto Auto AutoMono2 Ready to scan to HDD. Press [Start] to scan original. Scan:Store: IMAGE SENDDOCUMENT FILING COPY Preview (1)(2)
6-10 DOCUMENT FILING Contents BASE SCREEN OF DOCUMENT FILING MODE Touch the [DOCUMENT FILING] key in the touch panel to open the base screen of document filing mode. Files stored on the hard drive in the machine can be retrieved from this screen. When user authentication is used and My Folder is configured, the file selection screen of My Folder will appear. If the user that logged in does not have My Folder configured, the folder selection screen will appear. ☞FOLDER SELECTION SCREEN (page 6-26) ☞FILE SELECTION SCREEN (page 6-27) (1) Mode switch keys Use these keys to switch between copy, image send, and document filing modes. To switch to document filing mode, touch the [DOCUMENT FILING] key. (2) [File Retrieve] tab Touch this tab to retrieve a file stored by document filing. The folder selection screen will appear. ☞FOLDER SELECTION SCREEN (page 6-26) (3) [Scan to HDD] tab Touch this key to select Scan to HDD. Neither printing nor transmission are performed. The file will be stored in the Main folder or a custom folder. ☞SAVING A DOCUMENT FILE ONLY (Scan to HDD) (page 6-18) (4) [HDD Status] tab Touch this key to check how much of the machines hard drive is being used. The amount used is shown as a percentage.(5) [External Data Access] tab This can be selected when an FTP server is stored or a USB memory device is connected to the machine. ☞DIRECTLY PRINTING FROM THE MACHINE (page 3-60) in 3. PRINTER (6) [Search] key Touch this key to search for a file stored in a folder. You can search using the user name, file name, or folder name. ☞SEARCHING FOR A STORED FILE (page 6-47) (7) When retrieving a stored file, use this to select the folder where the file is stored. ☞FOLDER SELECTION SCREEN (page 6-26) File RetrieveScan to HDDHDD StatusEx Data Access Main Folder User 1 User 3 User 5 User 7 User 9 User 2 User 4 User 6 User 8 User 10 Quick File Folder SearchFolder Select 12 All FoldersABCDEFGHIJKLMNOPQRSTUVWXYZ IMAGE SENDDOCUMENT FILING COPY(1) (3)(4) (5)(6) (7) (2) HDD Status Main Folder:10%Custom Folder:40% Quick File Folder:20% Free Space:50% Free Space:80%0255075100% 0255075100%