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destiny.fastdox
                              TM




user manual




   chnology on the move
                          ®
                                   1
Welcome
Thank you for choosing fastdox™, the quickest and easiest way to integrate real paper with your
digital systems. This document will help you get up and running as quickly as possible.

With fastdox™ you will be able to:
   • Digitally enable your documents by printing with the fastdox™ virtual printer on any PC.
   • Get instant, updated crystal clear digital copies of documents after writing on them with a digital
      pen.
   • Automatically manage and control where digital copies are stored, shared, and sent.
   • Forward documents and the information they contain to other software for enhanced document
      management and processing.

The basics are really easy. If you know how to print a document and write with a pen, you already
know how to use fastdox™.

This user manual will help you get up and running as quickly as possible and enjoying the benefits of
faster, more efficient working and improved personal productivity.



                                                                                                                          MY DOCUMENT
                                                                                                                          Si meliora dies, ut vina, poemata reddit, scire


    MY DOCUMENT
                                                                                                                          velim, chartis pretium quotus arroget annus.
                                                                                                                          scriptor abhinc annos centum qui decidit, inter
                                                                                                                          perfectos veteresque referri debet an inter vilis
                                                                                                                          atque novos. Excludat

     Si meliora dies, ut vina, poemata reddit, scire
     velim, chartis pretium quotus arroget annus.
     scriptor abhinc annos centum qui decidit, inter
     perfectos veteresque referri debet an inter vilis
                                                                                                                             Signature
     atque novos. Excludat




                                                                     MY DOCUMENT
                                                                      Si meliora dies, ut vina, poemata reddit, scire
                                                                      velim, chartis pretium quotus arroget annus.
                                                                      scriptor abhinc annos centum qui decidit, inter
                                                                      perfectos veteresque referri debet an inter vilis
                                                                      atque novos. Excludat



                                                                         Signature
Contents
1 Introduction                                   1
  1.1 Digital Pen and Paper

2 System Requirements                            3
  2.1 Recommended System Requirements
  2.2 Printer Requirements
  2.3 The Digital Pen
  2.4 Mobile Phone

3 Installation                                   4
  3.1 Install the Application
  3.2 Connecting the Digital Pen

4 Getting Started                                5
  4.1 Registration
  4.2 Adding printers - The Add Printer Wizard
  4.3 Printing

5 Using fastdox™                                 11
  5.1 The Control Panel
  5.2 The Menu

6 Managing Documents with fastdox™               14
  6.1 Application
  6.2 Workflows
  6.3 Documents
  6.4 Printing
  6.5 Writing
  6.6 Other

7 Go Mobile                                      28

8 Glossary                                       29
1 Introduction
  fastdox™ lets you automatically create crystal clear digital copies of any document or form just
  by printing and writing.

  fastdox™ makes it easy to use your existing documents, forms, applications, and printers with
  digital paper.

  Once installed, the fastdox™ printer is added to your computer’s list of printers. This virtual
  printer makes it easy for you to turn any document or form into a digital document by simply
  printing them. All you do is...

       1. Open a document or form with any Windows application, and
       2. Print it to the fastdox™ printer

  That’s it! fastdox™ does all the rest. Once the document is printed, you simply write on it with a
  digital pen as you normally would, synchronize the pen and instant digital PDF, Tiff or XML copies
  of the documents will be created on your computer – without scanning or faxing!




                                                                                                       1
1.1 Digital Pen and Paper
    Creating digital paper documents is now as easy as printing them... and creating PDF copies is
    as simple as synchronising a digital pen.

    The power and flexibility of digital paper doesn’t stop there. In addition to automatically creating
    digital documents with handwriting, you can also control where they automatically get stored,
    shared, or managed – and you can set this functionality at print time, effectively enabling ‘work
    flow programming’ of documents that will get written upon at some point in the future.

    By configuring and assigning custom actions to digital paper documents, you can make paper
    an integrated and valuable part of your systems – leveraging all that is useful and flexible about
    paper, while automating the rest.

    This document will guide you through the initial set up and installation of fastdox™.

    There are additional help files available within the software to ensure you fully benefit from the
    application, if further help is required, please visit www.fastdox.net or call 0906 786 0000
    (calls to this line cost £1 per minute from a BT landline, calls from other networks may vary).




                                                                                                           2
2 System Requirements
2.1 Recommended System Requirements
    Computer system requirements:
       • Windows XP (32-bit, Home or Pro, SP2 or above),
       • Windows Vista (32-bit Home, Business and Pro)
       • Windows 7 (32-bit and 64 bit Home, Business and Pro)
       • Pentium III processor - 700 MHz or higher
       • 512MB of memory (1 GB recommended)
       • 500MB of available hard drive space
       • Available USB port (for attaching digital pen cradle)
       • Internet connection


2.2 Printer Requirements
        • Colour printer
        • 600dpi output or higher
        • PostScript 3 (PS3) driver or GDI compatibility
        • Carbon-containing black toner/ink and carbon-free color toners/inks


2.3 The Digital Pen
    The following pens are compatible:
         • Destiny io2 Bluetooth
         • Maxell DP-201(pen must have firmware version 3D - 03.04)
         • Nokia SU-27W Bluetooth pen
         • Logitech io2 Bluetooth


2.4 Mobile Phone
    To transmit data from a mobile device, you need a compatible handset.
    For an up-to-date list go to:
    www.fastdox.net and see section 7 - Go Mobile




                                                                                3
3 Installation
    IMPORTANT: DO NOT ATTACH YOUR PEN TO YOUR COMPUTER PRIOR TO
    INSTALLING THE FASTDOX™ SOFTWARE

3.1 Install the Application
    Insert the installation CD into your computer and follow the on screen instructions. (If you down-
    loaded fastdox™, run the setup.exe file.)
    Alternatively you can download the software by registering at fastdox.net

    In most cases, both this application and Anoto penDirector (a utility that manages pen
    downloads) will be installed.

    NOTE: During the installation of the Anoto PenDirector, you may be prompted to install
    Bluetooth Support and PenDispatcher. Please untick these options before proceeding with the
    installation.

    When installation is complete, reboot your computer.


3.2 Connecting the Digital Pen
    After the software has been successfully installed and the computer has been rebooted, you can
    now attach the pen’s cradle to an available USB port on your computer, and then dock your pen
    in the cradle.
    For charging and battery information, see the digital pen user manual for further information go to
    www.fastdox.net




                                                                                                          4
4 Getting Started
    Once you’ve got everything installed and your digital pen is attached and charging, you are
    ready to begin using fastdox™.


4.1 Registration
    You can launch fastdox™ using the the following methods:
         • Double-click on the fastdox™ icon on your desktop.
         • Select Start > Programs > fastdox™
         • Double-click on the fastdox™ icon in the Windows system tray.
         • Right-click the fastdox™ icon in the Windows system tray and select Open.

    fastdox™ is configured by default to start automatically when the digital pen is docked in the
    cradle and new data is available in the pen.

    To use Fastdox, you will be prompted to register for the first time. You will only be asked to go
    through the registration process once. Please note that you will need to be connected to the
    Internet during the registration process.

    You will find your Pen License Key (PLK) for registration on either a license key flyer in the box or
    via an automated email depending on how you brought fastdox™.

    If you use a proxy to access the internet, please ensure you update the appropriate settings in
    the proxy configuration menu, for further details see section 6.3.4.


4.2 Adding Printers – The Add Printer Wizard
    The fastdox™ virtual printer adds dot pattern to documents and forms that you print, and then
    forwards them to your normal Windows printer. The Add Printer command informs fastdox™
    of the real physical printers you wish to use to print digital paper and determines whether they
    meet the minimum requirements. For more about printer requirements, see the Printer section of
    System Requirements, section 2.2.

    To add a printer, open the Fastdox application, click on Tools and select Setup. When displayed
    with the Setup menu, click on the Printing section and select Add Printer.
    The following Add Printer wizard open




                                                                                                            5
On this screen you need to select the printer that you intend to set up. If you don’t see a printer
on the list that you expected see:
     • Tick Show more printers, then look at the list again
     • Make sure the printer is installed in Windows
     • Check for a “share name” that may be assigned to the printer




On this screen you can select several settings for your printer, which are explained further in
section 4.3.


Printer Profiles
These pre-defined profiles have been configured for specific printer models. They optimize how
each works with digital document printing. If you find a Printer Profile that matches your printer,
select it, if you do not select the best available match based upon the type of printer and driver
being used, the most common being GDI or Postscript, see section 2.2 for more details.

Colour Mode
This refers primarily to how the black elements of your document are printed. This is important
because the dots are always printed black, so if there is too much black in your document, the
document image can hinder the digital pen’s ability to work correctly. For more information, see
section 6.1.

If the Hide Print option is ticked it disables the Go-Mobile functionality.

                                                                                                      6
Paper Standard
This setting does not limit you to only printing certain page sizes, but determines the paper size
of the printed test page.




Click Print on this screen to send a test page with dot pattern to the printer.




If the test page prints out properly and you get a single page with dot pattern on it, you can click
Next to continue. If your printer is not compatible, you may get any of the following behaviours:
      • Nothing prints at all; the print job seems to simply disappear
      • A printing error message appears
      • The printer produces several pages, not recognisable

If any of these occur, click Troubleshooting to conduct further tests. If you find that you are able to
print pages without dot pattern, but unable to print the test page with dot pattern and believe that
your printer meets the system requirements for printers, please consider the following:
      • Double-check the printer documentation and the manufacturer’s web site to verify that the
        proper specifications are listed. Specifically look for a PS3 or Postscript driver that you can
        download and install.
      • Compatibility with a particular operating system does not ensure the presence of a PS3 or
        Postscript driver.



                                                                                                          7
• If your printer is on a network, double-check all IP settings (address, subnet mask, and
     gateway) closely to make sure they are correct. In some rare instances, improper settings
     have caused failures with digital pattern printing while still allowing successful normal
     printing.




Once you have successfully printed the test page with dot pattern, next write on the page with
your charged digital pen and then dock in the cradle.

If you have multiple test pages printed out, make sure that you write only on the page most
recently printed out. Writing on a test page from an earlier Add Printer attempt will cause you to
be unsuccessful with your current Add Printer attempt.




Once you have written on the test page and docked the pen, the following should occur:
    • Fastdox will download the pen data from the pen
    • A checkmark will appear in the screen above confirming successful download
    • Click Finish to complete the Add Printer process
    • You will see your handwriting on the document in the main screen




                                                                                                     8
4.3 Printing
    To print any document or form on digital paper, simply select the fastdox™ virtual printer during
    the printing process from any Windows application.




    On selecting Print a dialogue will appear - select fastdox™.

    After clicking Print / OK, a second digital paper print dialog will appear. Depending on your
    software filesize and type of printer, there can be a delay of several seconds before this happens,
    during which time Windows is preparing the print job.

    If the dialogue does not appear please check that the Hide Print dialogue is not selected, you
    can find this in the printer menu (see section 5.1).




    Digital Paper Print Dialog
    within this section, you can:
         • Select which physical printer to use. For more information on adding printers, see 4.2
            Adding Printers.
         • Set the number of copies you want to print.
         • Select if you would like to print a mobile page along with the location of the Send pidget
            on your form (if enabled from Documents Setup). For more information on Go-Mobile see
            section 7.
         • Select a Workflow. For more information, see the Workflows Section 6.3.




                                                                                                          9
By clicking More Settings, you can also make changes to the selected Workflow. These changes
will affect only the current print job, and will not alter the stored definition of the Workflow.

What Happens Next
When you click Print, the application automatically records a copy of your document on to
fastdox™ and stores other relevant information in the selected digital paper Library, adds dot pat-
tern to it, and then sends the print job to the physical printer you selected.

You may notice some slightly longer print times. This is simply because the dot pattern makes
print jobs significantly larger.

What You Get
When your document prints out, you should see exactly what you expected to print, plus the
following:
     • Your document will be covered with dot pattern, giving the paper a light grey appearance.
     • At the bottom of the page you will see some digital paper identification information.




                                                                                                      10
5 Using fastdox™
5.1 The Control Panel




      1. The menu and toolbar, help you manage your documents and configure fastdox™.
      2. Search tool, lets you filter and search the document list.
      3. The document list displays a list of your documents and data about them. The following
         columns of document data are displayed:

    Document Name       name given to document
    Category            category to which document is assigned
    Tags                tags assigned to the document
    Library             name of digital paper library managing the document
    Workflow            name of workflow assigned to document
    Ink Date/Time       date/time when document was last written upon
    Pen ID              ID(s) of digital pen(s) used on the document
    Pages               number of pages in the document
    Page Address        address(es) of dot pattern page(s) used on document
    Printed             date/time that document was printed
    User                windows user name who printed document
    Computer            windows computer name that printed document



                                                                                                  11
By default, the document most recently written on is displayed at the top, but you can sort the
   list differently by clicking on any of the column headings. You can also change the width of a
   column by positioning your mouse over the right edge of the column heading, then by clicking
   and dragging left or right. You can also “auto-size” a column by double-clicking the right edge of
   its heading.

   4. Properties displays key information about the document that you have highlighted in the
      document list. You can also:
        • Update the document name
        • See the category for searching
        • See the date when the document was printed
        • See when you last wrote something on the document (last ink)

   5. Document preview displays a preview of the document you have highlighted in the document
      list. By double-clicking on the preview, the document will open in your PC’s default PDF
      viewing software (Adobe® Reader® or similar).


5.2 The Menu



   File
   Open PDF         Opens the selected document in your computer’s default PDF viewing
                    software, for example, Adobe Reader.
   Save As          Saves a copy of the selected document (PDF) to the folder of your
                    choice.
   Email            Opens a new e-mail message with the selected document attached
                    as a PDF. Note: For this to function properly, MAPI-compliant email
                    software is required on your computer (for example, Microsoft
                    Outlook, Microsoft Outlook Express, Lotus Notes, GroupWise, Eudora,
                    and more recent versions of AOL).
   Print            Prints a copy of the selected document (opens Windows’ print
                    dialogue).
   Delete           Deletes the selected document.
   Quickprint       Opens the Print Document Template dialogue.
   Exit             Exits fastdox™

   Tools
   Refresh          A manual way to update the list display.
   Setup            Opens the Setup page, where you have full control over how your
                    application works.
   Browse AppStore *check with OS




                                                                                                        12
Help
Help             Opens a help file with detailed information about fastdox™.
Product          Opens a web browser and points to the fastdox™ web site.
Homepage
Check for        Clicking here lets you easily check for updates for your software.
Updates
About fastdox™   Opens the About dialog, where product version information is
                 displayed.




Toolbar
Open PDF         Opens the document in PDF format.
Save As          Saves a copy of the selected document to the folder of your choice.
Email            Opens a new email message with the selected document attached as
Document         a PDF. Note: For this to function properly, MAPI-compliant email
                 software is required on your computer (for example, Microsoft
                 Outlook, Outlook Express, Lotus Notes, GroupWise, Eudora, and
                 more recent versions of AOL).
Delete           Deletes the selected document.
Document
Print            Prints a copy of the selected document in one of two ways – Print with
Document         dot pattern on a digital Print printer (opens digital print dialog) – Print
                 without dot pattern on your default Windows printer (prints direct).
Run Workflow     Allows you to run any workflow on the selected document at any time.
Setup            Opens the setup page, where you have full control over how your
                 application works
Help             Opens a help file with detailed information about fastdox™.




                                                                                               13
6 Managing Documents with fastdox™
    The Setup section gives you full control over how your application works. Accessed via the Tools
    menu or the Setup toolbar button,
    Setup makes it easy to manage every major part of fastdox™.




6.1 Applications
    The Applications list allows you to add connectors and different programs to work in conjunction
    with fastdox™.

    For a list of Connectors and further information, please visit www.fastdox.net


6.2 Workflows
    The Workflows tab within Setup will help you customise and automate your digital paper
    documents and forms, giving you precise control over how documents are created and
    managed.




                                                                                                       14
Setup > Workflows tab
Workflows can range from the simple to the sophisticated. Here are some quick examples of
what Workflows can do for you:
    • Open the application and display the updated document.
    • Generate a new email message addressed to a specific person, with the updated
       document attached.
    • Create a copy of the updated document with a unique time-stamped filename and place it
       in a specific folder, where it can be accessed by colleagues.
    • Put a copy of the updated document in a folder being monitored by a document
       management system, and have it automatically initiate a secondary workflow, just as if it
       was a scanned document.

Managing Workflows
The Workflow Name drop-down is the starting point for managing Workflows:
    • When you initially display this screen, you will see the name of the default Workflow in the
      drop-down, and its details listed below it.
    • To see or change the details of an existing Workflow, open the drop-down and select a
      Workflow. The details of the selected Workflow will be listed below it.
    • The links below the drop-down help you easily manage Workflows:
    • Use Add Workflow when you want to create a new Workflow. A separate window will open,
      allowing you to give your new Workflow a name and then you can define its details below.
    • Use Set as default to designate the selected Workflow as the default Workflow for your
      application.

NOTE: If you select Hide print dialog at Printing Setup, your default Workflow will be applied
to all digital paper print jobs.
      • Use Rename to change the name of the selected Workflow.
      • Use Remove to delete the selected Workflow from your application.

NOTE: If you delete the Workflow currently designated as default, the application will designate
another Workflow as default.
Once you have selected the Workflow you wish to edit, you can further define your Workflow by
adding Actions and customizing Details. In both sections, your changes are saved as you make
them, without any need to click OK or Save.

Workflow Actions
Workflow Actions help you control what happens to your document when you download the ink
from a digital pen. In general, Actions let you define any or all of the following to occur
automatically when you update a document with new ink:
     • Launch any application or URL
     • Post a copy of the completed PDF or TIFF to any folder your computer can access
       (shared folder on LAN or VPN and integrate into CRM, etc...)
     • Archive “incremental” copies of your PDFs as ink is added at different times (seeing a
       history of how your final document came to be what it has)
     • Gain direct access to all of the underlying digital pen and ink stroke data, along with other
       digital paper information (“metadata”). For more information about metadata files, see
       Exporting Metadata.


                                                                                                       15
Up to four different Actions may be assigned to each Workflow. To assign an Action to the
selected Workflow, simply pick an Action from the list.

Managing Actions
The application includes the following actions, which can be used but not edited:
     • Open the application starts.
     • Open with PDF viewer your computer’s default PDF viewer opens and displays your
       document. Up to four different Actions may be assigned to a Workflow on the Workflows
       Setup page.
In addition to assigning existing Actions to a Workflow, you can also select Manage Actions to:
     • Create a new Action
     • Rename an existing Action
     • Delete an Action

Here are the steps you go through when you select Manage Actions




On the initial screen, you declare whether you want to create a new Action or edit an existing one.
If you select Edit, then you can select the Action to edit or delete.




                                                                                                      16
On this screen, you can declare an application that you want your Action to run. If you want your
Action to fire up another application, use the browse button to find the application’s EXE file and
select it.




This screen allows you to add your selected application by including command line arguments.

     • This makes it easy to pass the digital document and/or metadata file to the application
       that is being opened. Existing document management systems, workflow systems, and
       forms processing and handwriting recognition systems can be automatically integrated in
       this fashion - or alternatively can simply monitor a folder for these files and act on them as
       they are copied there.

Any files designated in these arguments are not the same files selected on the following screen,
but are temporary files only. This screen and the following screen operate completely
independent of one another.

     • Third party providers or programmers can create custom applications that receive the
       document and metadata, and route it to another location for further processing, or
       process it themselves. Custom document management, workflow, handwriting
       recognition, and forms processing applications can easily be created to manage these
       completed digital paper files as part of a proprietary or component based system.

On this screen, you can designate to save copies of your digital document and/or a metadata file
with detailed document and handwriting information.
When your Action attempts to place a copy of your document or metadata into the selected
location, a file of the same name is encountered, the following options are available:

     • By selecting Overwrite existing file with new document, the file already in the folder will be
       replaced with the new file.
     • By selecting Append unique timestamp to filename, a new file will be added to the folder,
       which will include a unique timestamp added to the filename. This effectively will create an
       audit trail of various sequential versions of the document.




                                                                                                        17
The final step is to give your new Action a name. This will be the name that you select when you
   select the Action as part of a Workflow.


6.3 Documents
   The Documents tab within the Setup menu helps you control how your digital documents are
   stored and shared.




                                                                                                      18
Document Libraries
Document Libraries are where fastdox™ keeps track of the digital documents you have printed
and written on. You can think of each Library as its own database of document information.

By default, there is always a local Library installed within fastdox™, but you can also establish or
connect to other Libraries. This is especially useful when you need to collaborate with other users
on digital documents.

By adding additional Libraries in shared locations, you enable digital paper documents to be
shared with and used by other users. Using these shared Libraries you can print from Computer
A, dock pens at Computer B, and the digital ink will automatically find its way to the right
document.

Adding a Library
    • Select Setup from the Tools menu.
    • Click on the Documents tab, and you will see a list of the current Libraries.
    • Click on the Add Library link to get the New Library dialog below




New Library dialog
   • Give your new Library a name.
   • Click the browse button and navigate to where the Library is (or will be) located.

If you are adding a Library that you will want to share with other users, remember to locate it
where other users will have full access.

If you are connecting to a Library that already exists, do not navigate or connect to the private
subfolder. If you have navigated this far, you need to go one level “up” to properly connect to the
Library.
      • Click OK.




                                                                                                       19
Sharing a Library
To share your new Library with another user, simply inform that the secondary user where the Li-
brary is located (drive and folder name). The secondary user then simply goes through the steps
outlined above to add the Library.

Once they have completed the process, they will be able to print digital paper documents to the
shared Library from their computer, as well as download ink from digital pens that is destined for
digital paper documents contained in the shared Library. In addition, the secondary user will be
able to see all of the shared Library’s digital paper documents in their document list when they
run this application on their computer.

Some things to keep in mind about Libraries, especially shared Libraries:
   • When multiple users share a Library, it does not matter which user prints documents, or
      where the pens used on those documents get docked. Everything just flows together as
      though it had all happened on the same computer.
   • When multiple users share a Library, all users have “full control” over the documents in
      that Library (i.e., they can rename documents, change Category or Tags, delete
      documents, etc.). Or to put it another way, in shared Libraries there are no separate roles
      like “document owner”, “document contributor”, or “document viewer”.
   • When multiple users share a Library, they do not all have to refer to the Library with the
      same Name in the dialog above. All that is required is that the Library Location be ac-
      curate. But, we suggest that using the same names throughout your team will streamline
      communication and minimize confusion.
   • If you add a Library on a network drive, you will only be able to see the documents in that
      Library when you are connected to that network drive. There is no local caching of network
      Library contents.
   • Similarly, you can only download ink to a Library on a network drive when you are
      connected to that network drive. If you attempt to download ink to a Library on a network
      drive and are not connected to that drive, your ink will be downloaded from the pen and
      stored in a holding area until you connect to that network drive later.

Using a Library
To use a Library, you either select it as part of a Workflow (which is then applied to a print job) or
you set the Library at print time. To learn more, see 6.3 Workflows Setup.

Removing a Library
     • Select Setup from the Tools menu.
     • Click on the Documents tab, and you’ll see a list of the current Libraries.
     • Select the Library you want to remove.
     • Click on the Remove link.

When you remove a Library, you are not deleting it. The Library’s host folder and all of its
contents remain.




                                                                                                         20
Removing a Library:
   • Removes the Library’s availability for future print jobs.
   • Removes the ability to see the Library’s documents in the document list on your computer.
   • Disallows downloading new digital ink from digital pens to documents in the Library.

Ink Routing
A series of checkboxes beneath the Document Libraries list control how your application
manages downloaded ink.
     • Enable local and workgroup ink routing, is the default behaviour for this application. This
       means that when you download ink from your digital pen, the application searches
       through the Document Libraries that it knows about and can connect to, trying to find the
       appropriate document onto which to add the digital ink. In the event that no match is
       found, the unmatched ink is retained in a local folder until it can be matched up later.
     • Enable Bluetooth command page printing for mobile ink routing, allows you to use the
       Bluetooth functionality of a digital pen to route digital ink back to the appropriate
       Document Library. For more information about using Bluetooth with this application, see
       Go-Mobile, section 7.

Quick Print Documents
Quick Print is made for files that you print most often as digital documents. If you find yourself
printing the same document over and over again, you can add it to the Quick Print documents
list, and then print it by right-clicking on the application tray icon, or by selecting Quick Print from
the File menu of the application itself.

Adding Quick Print Documents
To add your own Quick Print documents:
     • Select Tools > Setup
     • Select the Documents tab
     • Click Add Document
     • The screen below will appear, allowing you to add your new Quick Print document.




     • Name Give your new Quick Print document whatever name you want. This name does not
       have to match the actual file name.
     • File the PDF that will be used for your new Quick Print file. Click the “...” button to browse
       to and select the PDF you want to use.




                                                                                                           21
Only PDFs may be used to create Quick Print documents.

If the file you want to use as a Quick Print document is not a PDF, simply print the document as
a digital paper document and you will find it stored as a PDF file in your document list. Save it to
your desktop and then use it here.

     • Workflow: Select the Workflow to be used for your new Quick Print document.
       As you cannot edit the Workflow while printing a Quick Print document, you may want to
       consider creating a specific Workflow for each Quick Print document.

Printing with Quick Print
To use Quick Print:
     • Right-click the tray icon (typically in the lower right corner of your computer screen, by
       your computer clock) and select Quick Print. You can also select File > Quick Print in the
       application.
     • The following screen will appear.




     • Select the Quick Print document to print (a thumbnail will be displayed), along with printer,
       number of copies, mobile option, tags, and then click Print.




                                                                                                       22
Document Categories
Document Categories lets you add and remove categories for your documents. Categories can
be a fast and easy way to organize a wide variety of digital paper documents.

Example categories already included for your convenience:
    • Agreements
    • Annotations
    • Checklists
    • Compliance
    • Expense Reports
    • Forms
    • Human Resources
    • Journal
    • Logs
    • Notes
    • Personal
    • Projects
    • Purchase Orders
    • Stationery
    • Tasks
    • Work Orders

To add, edit or remove a Document Category, simply use the appropriate link that can be
found beneath the list.

Even if you remove a category after assigning documents to it, those documents will remain
associated with that category.

Document Naming
Document Naming allows you to set the source of your document’s file name:
    • By selecting Use printed document name, you allow typical Windows file naming to be
      applied. This is the file name you’d expect to see if you selected Save As from your
      printing application.
    • By selecting Use the custom document name and entering your document name of
      choice, you can apply your own custom file name, or reference.

Format
Format gives you the ability to use different templates for creating file names for your documents.
This is an especially helpful feature when you print the same document over and over again, and
want to make sure that each file you print gets its own unique file name.

The choices, along with examples, are below:
    • Document Name (Sample.pdf)
    • Document Name and Print Date (Sample_2008-07-22 14-27-58.pdf)
    • Document Name, User and Print Date (Sample_John Smith_2008-07-22 14-27-58.pdf)
    • Document Name and Ink Date (Sample_2008-07-22 14-27-58.pdf)




                                                                                                      23
The Ink Date added to the filename is the date and time of the first ink applied to the document.
         • Document Name and Pen ID (Sample_ABC-DEF-GHI-JK.pdf)

    The Pen ID added to the filename is the ID of the first pen to download ink to the document.
        • Print Date (2008-07-22 14-27-58.pdf)
        • Print Date and User (2008-07-22 14-27-58_John Smith.pdf)
        • Print Date and Document Name (2008-07-22 14-27-58_Sample.pdf)


6.4 Printing
    The printer list displays the printers that are configured for use, along with configuration details
    for each. Using the links beneath the list, you can:
         • Add a new printer (for more information on adding printers, see Adding Printers in section
           4.3)
         • Edit a printer’s Printer Profile and Colour Mode (more below in Editing Printer Settings)
         • Make a printer your application’s default printer (not to be confused with being your
           Windows default printer)
         • Remove a printer

    Editing Printer Settings
    When you select a printer and click Edit, the following screen is displayed.




    Profile
    These pre-defined profiles have been configured for specific printer models to optimise how
    each work with digital document printing.
    If you find a Printer Profile that matches your printer, select it. If you do not, select the best
    available match based upon the type of printer and driver being used.

    Colour Mode
    This refers primarily to how the black part of your document is printed. This is important because
    black is what a digital pen picks up (the dots are always printed black). If there is too much black
    in your document, the document image can hinder the digital pen’s ability to read the dots.




                                                                                                           24
Here is some more information on Colour Mode selections:
    • Default colours: Instructs a printer to limit its colour palette to ensure that a digital pen
       will be able to locate itself with the black dot pattern. This setting typically results in a blue
       colour being used for black document content.
    • Composite black: Instructs the printer to use its entire colour palette to ensure that “black”
       areas of a document will not interfere with a digital pen’s ability to locate itself with the
       black dot pattern. Typically, the print driver substitutes a “near black” or dark brown colour
       for black document content, although some printers are not able to do this.
    • Original document colours: Instructs the printer to not attempt any colour separation or
       replacement, resulting in true black being printed where black exists in the document.

Additional Colour Mode considerations:
    • Regardless of your selection, the final PDF quality will not be affected. Colour Mode only
       affects printer behaviour.

     • For most colour printers, Default colours should always result in a digital pen accurately
       locating itself on a document. In short, it’s the “safe” setting, even though printout colours
       are altered.

     • If your colour printer is capable of working with it, Composite black will do a more
       pleasing job of accurately printing blacks and greys. To determine whether your printer
       works well with Composite black, set your printer’s Colour Mode to Composite black, then
       print a document that has significant grey or black areas on it (or an image), and then
       write with your digital pen. You should set the printer back to Default colours if:
       - When you write, the pen buzzes and shakes. In essence the pen is saying I’m lost,
       because the printer has printed document content in a colour that inhibits the pen’s ability
       to discern the black dot pattern.
       - When you download your pen and look at the PDF, you see places where your
       handwriting wasn’t recorded. Again, the printer used a colour for document content that
       competed with the black dot pattern.

     • Original document colours will produce the printout most faithful to the document’s
       colours and will often be the fastest printing. But, it has the highest risk of interfering with
       the pen’s ability to locate itself on the black dot pattern, because elements of the
       document itself may also be printed in black.

If you are using a monochrome printer with this application, Original document colours will be the
best Colour Mode selection since monochrome printers are incapable of colour separation.

Silent Printing
By ticking the Hide print dialog box, you can bypass the digital paper print dialog when printing.
If you tick this box, you will be able to print only one copy at a time, your print job will use your
default printer, and your document will be assigned as the default Workflow removing Go-mobile
functionality.




                                                                                                            25
6.5 Writing
    The writing section allows you to register pens to the fastdox™ application




    If you have successfully printed a Test Page and added a printer, then your Pen ID will appear
    within this section.

    If you wish to add more pens to this section, more specifically, pens that have never been used
    with fastdox™ on another machine, you can do so by clicking the Add Pen button.




    Once you have entered your Pen ID (ATD-AAE-xxx-xx) along with your License Key, select
    License. A prompt will then be displayed confirming successful addition of the pen to fastdox™.




                                                                                                      26
6.6 Other
   Setup’s Other tab helps you manage various application settings.




   General Settings
   Place icon in the notification area of the taskbar determines whether the application’s icon is
   displayed in the Windows icon tray (typically in the lower right corner of your computer screen by
   the clock).

   Internet Connection
   This application requires internet connectivity for full functionality, including pen licensing and
   automated dot pattern replenishment. If your network utilizes a web proxy server, you may need
   to configure your specific proxy server settings here, as well as your authentication credentials if
   required. Contact your network administrator for details.

   NOTE: For full functionality, your firewall must allow traffic with digitalpaperserver.com. If you are
   having connection problems after verifying proper proxy settings (or don’t use a proxy server),
   you can do a quick communication test by pointing a web browser to:
   http//:register.digitalpaperserver.com.




                                                                                                            27
7 Go Mobile
 If you’ve written on a document away from the office, you don’t need to wait to get back to your
 PC to update it. With fastdox™, you can also use your mobile phone to transmit documents back
 to an email address.




 Frequently Asked Questions
 A full list of FAQ’s including printing issues and error codes are availible on the fastdox™ website.
 www.fastdox.net

 How long is the software trial period?
 Thirty (30) days.

 Where can the user see a list of licensed pens in the software?
 You can find it here Setup > Writing

 If a pen will dock at several computers, does the user need to enter the license key at
 each computer?
 No. A pen need only be licensed once at any computer where the software is installed, after
 which it will work with any other computer where the software is installed.

 Does the user need to enter the pen license key at the computer where the pen will
 be used?
 No. A pen may be licensed at any computer where the software is installed.

 What happens if two unlicensed pens have written on a disabled document and one pen
 gets licensed?
 The document will remain disabled. After the trial period ends, a document will become and
 remain disabled until all pens that wrote on it are licensed.

 What happens to disabled documents after the pen has been licensed?
 Please refer to the FAQ’s page on www.fasdox.net for more information.

 Is the software fully functional during the trial period?
 Yes it is.




                                                                                                         28
8 Glossary
 Base64 - Refers to a specific MIME content transfer encoding. It is also used as a generic term
 for any similar encoding scheme that encodes binary data by treating it numerically and
 translating it into a base 64 representation.

 Bluetooth - is an open wireless protocol for exchanging data over short distances (using short
 length radio waves) from fixed and mobile devices

 CRM - Customer Relationship Management

 EXE - is the common filename extension denoting an executable file (a program) in the DOS,
 OpenVMS, Microsoft Windows, Symbian, and OS/2 operating systems.

 GDI - The Graphics Device Interface (GDI) is a Microsoft Windows application programming
 interface and core operating system component responsible for representing graphical objects
 and transmitting them to output devices such as monitors and printers.

 Ink - In the context of digital ink, ink refers to the pen stroke information on an electronic docu-
 ment.

 ID - Unique Identification

 IP - IP is the usual abbreviation for Internet Protocol.

 LAN - A local area network (LAN) is a computer network covering a small physical area, like a
 home, office, or small group of buildings, such as a school, or an airport.

 MAP-I - is a messaging architecture and a Component Object Model based API for Microsoft
 Windows.

 Metadata - (meta data, meta-data, or sometimes metainformation) is “data about data.” Meta-
 data is an emerging practice with close ties to librarianship, information science, information
 technology and GIS.

 PDF - Portable Document Format (PDF) is a file format created by Adobe Systems in 1993 for
 document exchange.

 PGC – Pen Generation Coordinates

 Postscript - PostScript (PS) is a dynamically typed concatenative programming language

 Proxy - In computer networks, a proxy server is a server (a computer system or an application
 program) that acts as an intermediary for requests from clients seeking resources from other
 servers.




                                                                                                        29
RGB values - The RGB color model is an additive color model in which red, green, and blue light
are added together in various ways to reproduce a broad array of colors.

TIFF - Tagged Image File Format (TIFF) is a file format for storing images, including photographs
and line art.

USB - (Universal Serial Bus) is a specification to establish communication between devices and
a host controller (usually personal computers).

UTC – Universal Time Clock or Coordinated Universal Time (UTC) is a time standard based on
International Atomic Time (TAI) with leap seconds added at irregular intervals to compensate for
the Earth’s slowing rotation.

VPN - A virtual private network (VPN) is a computer network that is layered on top of an
underlying computer network. The private nature of a VPN means that the data travelling over the
VPN is not generally visible, or is encapsulated from, the underlying network traffic.

XML - (Extensible Markup Language) is a set of rules for encoding documents electronically.




                                                                                                    30
Contacts
   sales:
   email: sales@destinyplc.com
   tel: 08458 55 88 55

   technical support line:
   0906 786 0000 (Calls to this line cost £1 per minute from a BT landline. Calls from mobiles and other networks may cost more)
   email: support@destinyplc.com

   headquarters:
   Finance House
   Park Street
   Guildford
   Surrey
   GU1 4XB

   destinyplc.com




©2010 DESTINY WIRELESS PLC All Rights Reserved. Destiny® logos and other Destiny® marks are owned by Destiny® Wireless plc and may be
     registered. Bluetooth is a registered trademark of Bluetooth SIG, Inc. All other trademarks are the property of their respective owners.

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Fastdox user manual

  • 1. destiny.fastdox TM user manual chnology on the move ® 1
  • 2. Welcome Thank you for choosing fastdox™, the quickest and easiest way to integrate real paper with your digital systems. This document will help you get up and running as quickly as possible. With fastdox™ you will be able to: • Digitally enable your documents by printing with the fastdox™ virtual printer on any PC. • Get instant, updated crystal clear digital copies of documents after writing on them with a digital pen. • Automatically manage and control where digital copies are stored, shared, and sent. • Forward documents and the information they contain to other software for enhanced document management and processing. The basics are really easy. If you know how to print a document and write with a pen, you already know how to use fastdox™. This user manual will help you get up and running as quickly as possible and enjoying the benefits of faster, more efficient working and improved personal productivity. MY DOCUMENT Si meliora dies, ut vina, poemata reddit, scire MY DOCUMENT velim, chartis pretium quotus arroget annus. scriptor abhinc annos centum qui decidit, inter perfectos veteresque referri debet an inter vilis atque novos. Excludat Si meliora dies, ut vina, poemata reddit, scire velim, chartis pretium quotus arroget annus. scriptor abhinc annos centum qui decidit, inter perfectos veteresque referri debet an inter vilis Signature atque novos. Excludat MY DOCUMENT Si meliora dies, ut vina, poemata reddit, scire velim, chartis pretium quotus arroget annus. scriptor abhinc annos centum qui decidit, inter perfectos veteresque referri debet an inter vilis atque novos. Excludat Signature
  • 3. Contents 1 Introduction 1 1.1 Digital Pen and Paper 2 System Requirements 3 2.1 Recommended System Requirements 2.2 Printer Requirements 2.3 The Digital Pen 2.4 Mobile Phone 3 Installation 4 3.1 Install the Application 3.2 Connecting the Digital Pen 4 Getting Started 5 4.1 Registration 4.2 Adding printers - The Add Printer Wizard 4.3 Printing 5 Using fastdox™ 11 5.1 The Control Panel 5.2 The Menu 6 Managing Documents with fastdox™ 14 6.1 Application 6.2 Workflows 6.3 Documents 6.4 Printing 6.5 Writing 6.6 Other 7 Go Mobile 28 8 Glossary 29
  • 4. 1 Introduction fastdox™ lets you automatically create crystal clear digital copies of any document or form just by printing and writing. fastdox™ makes it easy to use your existing documents, forms, applications, and printers with digital paper. Once installed, the fastdox™ printer is added to your computer’s list of printers. This virtual printer makes it easy for you to turn any document or form into a digital document by simply printing them. All you do is... 1. Open a document or form with any Windows application, and 2. Print it to the fastdox™ printer That’s it! fastdox™ does all the rest. Once the document is printed, you simply write on it with a digital pen as you normally would, synchronize the pen and instant digital PDF, Tiff or XML copies of the documents will be created on your computer – without scanning or faxing! 1
  • 5. 1.1 Digital Pen and Paper Creating digital paper documents is now as easy as printing them... and creating PDF copies is as simple as synchronising a digital pen. The power and flexibility of digital paper doesn’t stop there. In addition to automatically creating digital documents with handwriting, you can also control where they automatically get stored, shared, or managed – and you can set this functionality at print time, effectively enabling ‘work flow programming’ of documents that will get written upon at some point in the future. By configuring and assigning custom actions to digital paper documents, you can make paper an integrated and valuable part of your systems – leveraging all that is useful and flexible about paper, while automating the rest. This document will guide you through the initial set up and installation of fastdox™. There are additional help files available within the software to ensure you fully benefit from the application, if further help is required, please visit www.fastdox.net or call 0906 786 0000 (calls to this line cost £1 per minute from a BT landline, calls from other networks may vary). 2
  • 6. 2 System Requirements 2.1 Recommended System Requirements Computer system requirements: • Windows XP (32-bit, Home or Pro, SP2 or above), • Windows Vista (32-bit Home, Business and Pro) • Windows 7 (32-bit and 64 bit Home, Business and Pro) • Pentium III processor - 700 MHz or higher • 512MB of memory (1 GB recommended) • 500MB of available hard drive space • Available USB port (for attaching digital pen cradle) • Internet connection 2.2 Printer Requirements • Colour printer • 600dpi output or higher • PostScript 3 (PS3) driver or GDI compatibility • Carbon-containing black toner/ink and carbon-free color toners/inks 2.3 The Digital Pen The following pens are compatible: • Destiny io2 Bluetooth • Maxell DP-201(pen must have firmware version 3D - 03.04) • Nokia SU-27W Bluetooth pen • Logitech io2 Bluetooth 2.4 Mobile Phone To transmit data from a mobile device, you need a compatible handset. For an up-to-date list go to: www.fastdox.net and see section 7 - Go Mobile 3
  • 7. 3 Installation IMPORTANT: DO NOT ATTACH YOUR PEN TO YOUR COMPUTER PRIOR TO INSTALLING THE FASTDOX™ SOFTWARE 3.1 Install the Application Insert the installation CD into your computer and follow the on screen instructions. (If you down- loaded fastdox™, run the setup.exe file.) Alternatively you can download the software by registering at fastdox.net In most cases, both this application and Anoto penDirector (a utility that manages pen downloads) will be installed. NOTE: During the installation of the Anoto PenDirector, you may be prompted to install Bluetooth Support and PenDispatcher. Please untick these options before proceeding with the installation. When installation is complete, reboot your computer. 3.2 Connecting the Digital Pen After the software has been successfully installed and the computer has been rebooted, you can now attach the pen’s cradle to an available USB port on your computer, and then dock your pen in the cradle. For charging and battery information, see the digital pen user manual for further information go to www.fastdox.net 4
  • 8. 4 Getting Started Once you’ve got everything installed and your digital pen is attached and charging, you are ready to begin using fastdox™. 4.1 Registration You can launch fastdox™ using the the following methods: • Double-click on the fastdox™ icon on your desktop. • Select Start > Programs > fastdox™ • Double-click on the fastdox™ icon in the Windows system tray. • Right-click the fastdox™ icon in the Windows system tray and select Open. fastdox™ is configured by default to start automatically when the digital pen is docked in the cradle and new data is available in the pen. To use Fastdox, you will be prompted to register for the first time. You will only be asked to go through the registration process once. Please note that you will need to be connected to the Internet during the registration process. You will find your Pen License Key (PLK) for registration on either a license key flyer in the box or via an automated email depending on how you brought fastdox™. If you use a proxy to access the internet, please ensure you update the appropriate settings in the proxy configuration menu, for further details see section 6.3.4. 4.2 Adding Printers – The Add Printer Wizard The fastdox™ virtual printer adds dot pattern to documents and forms that you print, and then forwards them to your normal Windows printer. The Add Printer command informs fastdox™ of the real physical printers you wish to use to print digital paper and determines whether they meet the minimum requirements. For more about printer requirements, see the Printer section of System Requirements, section 2.2. To add a printer, open the Fastdox application, click on Tools and select Setup. When displayed with the Setup menu, click on the Printing section and select Add Printer. The following Add Printer wizard open 5
  • 9. On this screen you need to select the printer that you intend to set up. If you don’t see a printer on the list that you expected see: • Tick Show more printers, then look at the list again • Make sure the printer is installed in Windows • Check for a “share name” that may be assigned to the printer On this screen you can select several settings for your printer, which are explained further in section 4.3. Printer Profiles These pre-defined profiles have been configured for specific printer models. They optimize how each works with digital document printing. If you find a Printer Profile that matches your printer, select it, if you do not select the best available match based upon the type of printer and driver being used, the most common being GDI or Postscript, see section 2.2 for more details. Colour Mode This refers primarily to how the black elements of your document are printed. This is important because the dots are always printed black, so if there is too much black in your document, the document image can hinder the digital pen’s ability to work correctly. For more information, see section 6.1. If the Hide Print option is ticked it disables the Go-Mobile functionality. 6
  • 10. Paper Standard This setting does not limit you to only printing certain page sizes, but determines the paper size of the printed test page. Click Print on this screen to send a test page with dot pattern to the printer. If the test page prints out properly and you get a single page with dot pattern on it, you can click Next to continue. If your printer is not compatible, you may get any of the following behaviours: • Nothing prints at all; the print job seems to simply disappear • A printing error message appears • The printer produces several pages, not recognisable If any of these occur, click Troubleshooting to conduct further tests. If you find that you are able to print pages without dot pattern, but unable to print the test page with dot pattern and believe that your printer meets the system requirements for printers, please consider the following: • Double-check the printer documentation and the manufacturer’s web site to verify that the proper specifications are listed. Specifically look for a PS3 or Postscript driver that you can download and install. • Compatibility with a particular operating system does not ensure the presence of a PS3 or Postscript driver. 7
  • 11. • If your printer is on a network, double-check all IP settings (address, subnet mask, and gateway) closely to make sure they are correct. In some rare instances, improper settings have caused failures with digital pattern printing while still allowing successful normal printing. Once you have successfully printed the test page with dot pattern, next write on the page with your charged digital pen and then dock in the cradle. If you have multiple test pages printed out, make sure that you write only on the page most recently printed out. Writing on a test page from an earlier Add Printer attempt will cause you to be unsuccessful with your current Add Printer attempt. Once you have written on the test page and docked the pen, the following should occur: • Fastdox will download the pen data from the pen • A checkmark will appear in the screen above confirming successful download • Click Finish to complete the Add Printer process • You will see your handwriting on the document in the main screen 8
  • 12. 4.3 Printing To print any document or form on digital paper, simply select the fastdox™ virtual printer during the printing process from any Windows application. On selecting Print a dialogue will appear - select fastdox™. After clicking Print / OK, a second digital paper print dialog will appear. Depending on your software filesize and type of printer, there can be a delay of several seconds before this happens, during which time Windows is preparing the print job. If the dialogue does not appear please check that the Hide Print dialogue is not selected, you can find this in the printer menu (see section 5.1). Digital Paper Print Dialog within this section, you can: • Select which physical printer to use. For more information on adding printers, see 4.2 Adding Printers. • Set the number of copies you want to print. • Select if you would like to print a mobile page along with the location of the Send pidget on your form (if enabled from Documents Setup). For more information on Go-Mobile see section 7. • Select a Workflow. For more information, see the Workflows Section 6.3. 9
  • 13. By clicking More Settings, you can also make changes to the selected Workflow. These changes will affect only the current print job, and will not alter the stored definition of the Workflow. What Happens Next When you click Print, the application automatically records a copy of your document on to fastdox™ and stores other relevant information in the selected digital paper Library, adds dot pat- tern to it, and then sends the print job to the physical printer you selected. You may notice some slightly longer print times. This is simply because the dot pattern makes print jobs significantly larger. What You Get When your document prints out, you should see exactly what you expected to print, plus the following: • Your document will be covered with dot pattern, giving the paper a light grey appearance. • At the bottom of the page you will see some digital paper identification information. 10
  • 14. 5 Using fastdox™ 5.1 The Control Panel 1. The menu and toolbar, help you manage your documents and configure fastdox™. 2. Search tool, lets you filter and search the document list. 3. The document list displays a list of your documents and data about them. The following columns of document data are displayed: Document Name name given to document Category category to which document is assigned Tags tags assigned to the document Library name of digital paper library managing the document Workflow name of workflow assigned to document Ink Date/Time date/time when document was last written upon Pen ID ID(s) of digital pen(s) used on the document Pages number of pages in the document Page Address address(es) of dot pattern page(s) used on document Printed date/time that document was printed User windows user name who printed document Computer windows computer name that printed document 11
  • 15. By default, the document most recently written on is displayed at the top, but you can sort the list differently by clicking on any of the column headings. You can also change the width of a column by positioning your mouse over the right edge of the column heading, then by clicking and dragging left or right. You can also “auto-size” a column by double-clicking the right edge of its heading. 4. Properties displays key information about the document that you have highlighted in the document list. You can also: • Update the document name • See the category for searching • See the date when the document was printed • See when you last wrote something on the document (last ink) 5. Document preview displays a preview of the document you have highlighted in the document list. By double-clicking on the preview, the document will open in your PC’s default PDF viewing software (Adobe® Reader® or similar). 5.2 The Menu File Open PDF Opens the selected document in your computer’s default PDF viewing software, for example, Adobe Reader. Save As Saves a copy of the selected document (PDF) to the folder of your choice. Email Opens a new e-mail message with the selected document attached as a PDF. Note: For this to function properly, MAPI-compliant email software is required on your computer (for example, Microsoft Outlook, Microsoft Outlook Express, Lotus Notes, GroupWise, Eudora, and more recent versions of AOL). Print Prints a copy of the selected document (opens Windows’ print dialogue). Delete Deletes the selected document. Quickprint Opens the Print Document Template dialogue. Exit Exits fastdox™ Tools Refresh A manual way to update the list display. Setup Opens the Setup page, where you have full control over how your application works. Browse AppStore *check with OS 12
  • 16. Help Help Opens a help file with detailed information about fastdox™. Product Opens a web browser and points to the fastdox™ web site. Homepage Check for Clicking here lets you easily check for updates for your software. Updates About fastdox™ Opens the About dialog, where product version information is displayed. Toolbar Open PDF Opens the document in PDF format. Save As Saves a copy of the selected document to the folder of your choice. Email Opens a new email message with the selected document attached as Document a PDF. Note: For this to function properly, MAPI-compliant email software is required on your computer (for example, Microsoft Outlook, Outlook Express, Lotus Notes, GroupWise, Eudora, and more recent versions of AOL). Delete Deletes the selected document. Document Print Prints a copy of the selected document in one of two ways – Print with Document dot pattern on a digital Print printer (opens digital print dialog) – Print without dot pattern on your default Windows printer (prints direct). Run Workflow Allows you to run any workflow on the selected document at any time. Setup Opens the setup page, where you have full control over how your application works Help Opens a help file with detailed information about fastdox™. 13
  • 17. 6 Managing Documents with fastdox™ The Setup section gives you full control over how your application works. Accessed via the Tools menu or the Setup toolbar button, Setup makes it easy to manage every major part of fastdox™. 6.1 Applications The Applications list allows you to add connectors and different programs to work in conjunction with fastdox™. For a list of Connectors and further information, please visit www.fastdox.net 6.2 Workflows The Workflows tab within Setup will help you customise and automate your digital paper documents and forms, giving you precise control over how documents are created and managed. 14
  • 18. Setup > Workflows tab Workflows can range from the simple to the sophisticated. Here are some quick examples of what Workflows can do for you: • Open the application and display the updated document. • Generate a new email message addressed to a specific person, with the updated document attached. • Create a copy of the updated document with a unique time-stamped filename and place it in a specific folder, where it can be accessed by colleagues. • Put a copy of the updated document in a folder being monitored by a document management system, and have it automatically initiate a secondary workflow, just as if it was a scanned document. Managing Workflows The Workflow Name drop-down is the starting point for managing Workflows: • When you initially display this screen, you will see the name of the default Workflow in the drop-down, and its details listed below it. • To see or change the details of an existing Workflow, open the drop-down and select a Workflow. The details of the selected Workflow will be listed below it. • The links below the drop-down help you easily manage Workflows: • Use Add Workflow when you want to create a new Workflow. A separate window will open, allowing you to give your new Workflow a name and then you can define its details below. • Use Set as default to designate the selected Workflow as the default Workflow for your application. NOTE: If you select Hide print dialog at Printing Setup, your default Workflow will be applied to all digital paper print jobs. • Use Rename to change the name of the selected Workflow. • Use Remove to delete the selected Workflow from your application. NOTE: If you delete the Workflow currently designated as default, the application will designate another Workflow as default. Once you have selected the Workflow you wish to edit, you can further define your Workflow by adding Actions and customizing Details. In both sections, your changes are saved as you make them, without any need to click OK or Save. Workflow Actions Workflow Actions help you control what happens to your document when you download the ink from a digital pen. In general, Actions let you define any or all of the following to occur automatically when you update a document with new ink: • Launch any application or URL • Post a copy of the completed PDF or TIFF to any folder your computer can access (shared folder on LAN or VPN and integrate into CRM, etc...) • Archive “incremental” copies of your PDFs as ink is added at different times (seeing a history of how your final document came to be what it has) • Gain direct access to all of the underlying digital pen and ink stroke data, along with other digital paper information (“metadata”). For more information about metadata files, see Exporting Metadata. 15
  • 19. Up to four different Actions may be assigned to each Workflow. To assign an Action to the selected Workflow, simply pick an Action from the list. Managing Actions The application includes the following actions, which can be used but not edited: • Open the application starts. • Open with PDF viewer your computer’s default PDF viewer opens and displays your document. Up to four different Actions may be assigned to a Workflow on the Workflows Setup page. In addition to assigning existing Actions to a Workflow, you can also select Manage Actions to: • Create a new Action • Rename an existing Action • Delete an Action Here are the steps you go through when you select Manage Actions On the initial screen, you declare whether you want to create a new Action or edit an existing one. If you select Edit, then you can select the Action to edit or delete. 16
  • 20. On this screen, you can declare an application that you want your Action to run. If you want your Action to fire up another application, use the browse button to find the application’s EXE file and select it. This screen allows you to add your selected application by including command line arguments. • This makes it easy to pass the digital document and/or metadata file to the application that is being opened. Existing document management systems, workflow systems, and forms processing and handwriting recognition systems can be automatically integrated in this fashion - or alternatively can simply monitor a folder for these files and act on them as they are copied there. Any files designated in these arguments are not the same files selected on the following screen, but are temporary files only. This screen and the following screen operate completely independent of one another. • Third party providers or programmers can create custom applications that receive the document and metadata, and route it to another location for further processing, or process it themselves. Custom document management, workflow, handwriting recognition, and forms processing applications can easily be created to manage these completed digital paper files as part of a proprietary or component based system. On this screen, you can designate to save copies of your digital document and/or a metadata file with detailed document and handwriting information. When your Action attempts to place a copy of your document or metadata into the selected location, a file of the same name is encountered, the following options are available: • By selecting Overwrite existing file with new document, the file already in the folder will be replaced with the new file. • By selecting Append unique timestamp to filename, a new file will be added to the folder, which will include a unique timestamp added to the filename. This effectively will create an audit trail of various sequential versions of the document. 17
  • 21. The final step is to give your new Action a name. This will be the name that you select when you select the Action as part of a Workflow. 6.3 Documents The Documents tab within the Setup menu helps you control how your digital documents are stored and shared. 18
  • 22. Document Libraries Document Libraries are where fastdox™ keeps track of the digital documents you have printed and written on. You can think of each Library as its own database of document information. By default, there is always a local Library installed within fastdox™, but you can also establish or connect to other Libraries. This is especially useful when you need to collaborate with other users on digital documents. By adding additional Libraries in shared locations, you enable digital paper documents to be shared with and used by other users. Using these shared Libraries you can print from Computer A, dock pens at Computer B, and the digital ink will automatically find its way to the right document. Adding a Library • Select Setup from the Tools menu. • Click on the Documents tab, and you will see a list of the current Libraries. • Click on the Add Library link to get the New Library dialog below New Library dialog • Give your new Library a name. • Click the browse button and navigate to where the Library is (or will be) located. If you are adding a Library that you will want to share with other users, remember to locate it where other users will have full access. If you are connecting to a Library that already exists, do not navigate or connect to the private subfolder. If you have navigated this far, you need to go one level “up” to properly connect to the Library. • Click OK. 19
  • 23. Sharing a Library To share your new Library with another user, simply inform that the secondary user where the Li- brary is located (drive and folder name). The secondary user then simply goes through the steps outlined above to add the Library. Once they have completed the process, they will be able to print digital paper documents to the shared Library from their computer, as well as download ink from digital pens that is destined for digital paper documents contained in the shared Library. In addition, the secondary user will be able to see all of the shared Library’s digital paper documents in their document list when they run this application on their computer. Some things to keep in mind about Libraries, especially shared Libraries: • When multiple users share a Library, it does not matter which user prints documents, or where the pens used on those documents get docked. Everything just flows together as though it had all happened on the same computer. • When multiple users share a Library, all users have “full control” over the documents in that Library (i.e., they can rename documents, change Category or Tags, delete documents, etc.). Or to put it another way, in shared Libraries there are no separate roles like “document owner”, “document contributor”, or “document viewer”. • When multiple users share a Library, they do not all have to refer to the Library with the same Name in the dialog above. All that is required is that the Library Location be ac- curate. But, we suggest that using the same names throughout your team will streamline communication and minimize confusion. • If you add a Library on a network drive, you will only be able to see the documents in that Library when you are connected to that network drive. There is no local caching of network Library contents. • Similarly, you can only download ink to a Library on a network drive when you are connected to that network drive. If you attempt to download ink to a Library on a network drive and are not connected to that drive, your ink will be downloaded from the pen and stored in a holding area until you connect to that network drive later. Using a Library To use a Library, you either select it as part of a Workflow (which is then applied to a print job) or you set the Library at print time. To learn more, see 6.3 Workflows Setup. Removing a Library • Select Setup from the Tools menu. • Click on the Documents tab, and you’ll see a list of the current Libraries. • Select the Library you want to remove. • Click on the Remove link. When you remove a Library, you are not deleting it. The Library’s host folder and all of its contents remain. 20
  • 24. Removing a Library: • Removes the Library’s availability for future print jobs. • Removes the ability to see the Library’s documents in the document list on your computer. • Disallows downloading new digital ink from digital pens to documents in the Library. Ink Routing A series of checkboxes beneath the Document Libraries list control how your application manages downloaded ink. • Enable local and workgroup ink routing, is the default behaviour for this application. This means that when you download ink from your digital pen, the application searches through the Document Libraries that it knows about and can connect to, trying to find the appropriate document onto which to add the digital ink. In the event that no match is found, the unmatched ink is retained in a local folder until it can be matched up later. • Enable Bluetooth command page printing for mobile ink routing, allows you to use the Bluetooth functionality of a digital pen to route digital ink back to the appropriate Document Library. For more information about using Bluetooth with this application, see Go-Mobile, section 7. Quick Print Documents Quick Print is made for files that you print most often as digital documents. If you find yourself printing the same document over and over again, you can add it to the Quick Print documents list, and then print it by right-clicking on the application tray icon, or by selecting Quick Print from the File menu of the application itself. Adding Quick Print Documents To add your own Quick Print documents: • Select Tools > Setup • Select the Documents tab • Click Add Document • The screen below will appear, allowing you to add your new Quick Print document. • Name Give your new Quick Print document whatever name you want. This name does not have to match the actual file name. • File the PDF that will be used for your new Quick Print file. Click the “...” button to browse to and select the PDF you want to use. 21
  • 25. Only PDFs may be used to create Quick Print documents. If the file you want to use as a Quick Print document is not a PDF, simply print the document as a digital paper document and you will find it stored as a PDF file in your document list. Save it to your desktop and then use it here. • Workflow: Select the Workflow to be used for your new Quick Print document. As you cannot edit the Workflow while printing a Quick Print document, you may want to consider creating a specific Workflow for each Quick Print document. Printing with Quick Print To use Quick Print: • Right-click the tray icon (typically in the lower right corner of your computer screen, by your computer clock) and select Quick Print. You can also select File > Quick Print in the application. • The following screen will appear. • Select the Quick Print document to print (a thumbnail will be displayed), along with printer, number of copies, mobile option, tags, and then click Print. 22
  • 26. Document Categories Document Categories lets you add and remove categories for your documents. Categories can be a fast and easy way to organize a wide variety of digital paper documents. Example categories already included for your convenience: • Agreements • Annotations • Checklists • Compliance • Expense Reports • Forms • Human Resources • Journal • Logs • Notes • Personal • Projects • Purchase Orders • Stationery • Tasks • Work Orders To add, edit or remove a Document Category, simply use the appropriate link that can be found beneath the list. Even if you remove a category after assigning documents to it, those documents will remain associated with that category. Document Naming Document Naming allows you to set the source of your document’s file name: • By selecting Use printed document name, you allow typical Windows file naming to be applied. This is the file name you’d expect to see if you selected Save As from your printing application. • By selecting Use the custom document name and entering your document name of choice, you can apply your own custom file name, or reference. Format Format gives you the ability to use different templates for creating file names for your documents. This is an especially helpful feature when you print the same document over and over again, and want to make sure that each file you print gets its own unique file name. The choices, along with examples, are below: • Document Name (Sample.pdf) • Document Name and Print Date (Sample_2008-07-22 14-27-58.pdf) • Document Name, User and Print Date (Sample_John Smith_2008-07-22 14-27-58.pdf) • Document Name and Ink Date (Sample_2008-07-22 14-27-58.pdf) 23
  • 27. The Ink Date added to the filename is the date and time of the first ink applied to the document. • Document Name and Pen ID (Sample_ABC-DEF-GHI-JK.pdf) The Pen ID added to the filename is the ID of the first pen to download ink to the document. • Print Date (2008-07-22 14-27-58.pdf) • Print Date and User (2008-07-22 14-27-58_John Smith.pdf) • Print Date and Document Name (2008-07-22 14-27-58_Sample.pdf) 6.4 Printing The printer list displays the printers that are configured for use, along with configuration details for each. Using the links beneath the list, you can: • Add a new printer (for more information on adding printers, see Adding Printers in section 4.3) • Edit a printer’s Printer Profile and Colour Mode (more below in Editing Printer Settings) • Make a printer your application’s default printer (not to be confused with being your Windows default printer) • Remove a printer Editing Printer Settings When you select a printer and click Edit, the following screen is displayed. Profile These pre-defined profiles have been configured for specific printer models to optimise how each work with digital document printing. If you find a Printer Profile that matches your printer, select it. If you do not, select the best available match based upon the type of printer and driver being used. Colour Mode This refers primarily to how the black part of your document is printed. This is important because black is what a digital pen picks up (the dots are always printed black). If there is too much black in your document, the document image can hinder the digital pen’s ability to read the dots. 24
  • 28. Here is some more information on Colour Mode selections: • Default colours: Instructs a printer to limit its colour palette to ensure that a digital pen will be able to locate itself with the black dot pattern. This setting typically results in a blue colour being used for black document content. • Composite black: Instructs the printer to use its entire colour palette to ensure that “black” areas of a document will not interfere with a digital pen’s ability to locate itself with the black dot pattern. Typically, the print driver substitutes a “near black” or dark brown colour for black document content, although some printers are not able to do this. • Original document colours: Instructs the printer to not attempt any colour separation or replacement, resulting in true black being printed where black exists in the document. Additional Colour Mode considerations: • Regardless of your selection, the final PDF quality will not be affected. Colour Mode only affects printer behaviour. • For most colour printers, Default colours should always result in a digital pen accurately locating itself on a document. In short, it’s the “safe” setting, even though printout colours are altered. • If your colour printer is capable of working with it, Composite black will do a more pleasing job of accurately printing blacks and greys. To determine whether your printer works well with Composite black, set your printer’s Colour Mode to Composite black, then print a document that has significant grey or black areas on it (or an image), and then write with your digital pen. You should set the printer back to Default colours if: - When you write, the pen buzzes and shakes. In essence the pen is saying I’m lost, because the printer has printed document content in a colour that inhibits the pen’s ability to discern the black dot pattern. - When you download your pen and look at the PDF, you see places where your handwriting wasn’t recorded. Again, the printer used a colour for document content that competed with the black dot pattern. • Original document colours will produce the printout most faithful to the document’s colours and will often be the fastest printing. But, it has the highest risk of interfering with the pen’s ability to locate itself on the black dot pattern, because elements of the document itself may also be printed in black. If you are using a monochrome printer with this application, Original document colours will be the best Colour Mode selection since monochrome printers are incapable of colour separation. Silent Printing By ticking the Hide print dialog box, you can bypass the digital paper print dialog when printing. If you tick this box, you will be able to print only one copy at a time, your print job will use your default printer, and your document will be assigned as the default Workflow removing Go-mobile functionality. 25
  • 29. 6.5 Writing The writing section allows you to register pens to the fastdox™ application If you have successfully printed a Test Page and added a printer, then your Pen ID will appear within this section. If you wish to add more pens to this section, more specifically, pens that have never been used with fastdox™ on another machine, you can do so by clicking the Add Pen button. Once you have entered your Pen ID (ATD-AAE-xxx-xx) along with your License Key, select License. A prompt will then be displayed confirming successful addition of the pen to fastdox™. 26
  • 30. 6.6 Other Setup’s Other tab helps you manage various application settings. General Settings Place icon in the notification area of the taskbar determines whether the application’s icon is displayed in the Windows icon tray (typically in the lower right corner of your computer screen by the clock). Internet Connection This application requires internet connectivity for full functionality, including pen licensing and automated dot pattern replenishment. If your network utilizes a web proxy server, you may need to configure your specific proxy server settings here, as well as your authentication credentials if required. Contact your network administrator for details. NOTE: For full functionality, your firewall must allow traffic with digitalpaperserver.com. If you are having connection problems after verifying proper proxy settings (or don’t use a proxy server), you can do a quick communication test by pointing a web browser to: http//:register.digitalpaperserver.com. 27
  • 31. 7 Go Mobile If you’ve written on a document away from the office, you don’t need to wait to get back to your PC to update it. With fastdox™, you can also use your mobile phone to transmit documents back to an email address. Frequently Asked Questions A full list of FAQ’s including printing issues and error codes are availible on the fastdox™ website. www.fastdox.net How long is the software trial period? Thirty (30) days. Where can the user see a list of licensed pens in the software? You can find it here Setup > Writing If a pen will dock at several computers, does the user need to enter the license key at each computer? No. A pen need only be licensed once at any computer where the software is installed, after which it will work with any other computer where the software is installed. Does the user need to enter the pen license key at the computer where the pen will be used? No. A pen may be licensed at any computer where the software is installed. What happens if two unlicensed pens have written on a disabled document and one pen gets licensed? The document will remain disabled. After the trial period ends, a document will become and remain disabled until all pens that wrote on it are licensed. What happens to disabled documents after the pen has been licensed? Please refer to the FAQ’s page on www.fasdox.net for more information. Is the software fully functional during the trial period? Yes it is. 28
  • 32. 8 Glossary Base64 - Refers to a specific MIME content transfer encoding. It is also used as a generic term for any similar encoding scheme that encodes binary data by treating it numerically and translating it into a base 64 representation. Bluetooth - is an open wireless protocol for exchanging data over short distances (using short length radio waves) from fixed and mobile devices CRM - Customer Relationship Management EXE - is the common filename extension denoting an executable file (a program) in the DOS, OpenVMS, Microsoft Windows, Symbian, and OS/2 operating systems. GDI - The Graphics Device Interface (GDI) is a Microsoft Windows application programming interface and core operating system component responsible for representing graphical objects and transmitting them to output devices such as monitors and printers. Ink - In the context of digital ink, ink refers to the pen stroke information on an electronic docu- ment. ID - Unique Identification IP - IP is the usual abbreviation for Internet Protocol. LAN - A local area network (LAN) is a computer network covering a small physical area, like a home, office, or small group of buildings, such as a school, or an airport. MAP-I - is a messaging architecture and a Component Object Model based API for Microsoft Windows. Metadata - (meta data, meta-data, or sometimes metainformation) is “data about data.” Meta- data is an emerging practice with close ties to librarianship, information science, information technology and GIS. PDF - Portable Document Format (PDF) is a file format created by Adobe Systems in 1993 for document exchange. PGC – Pen Generation Coordinates Postscript - PostScript (PS) is a dynamically typed concatenative programming language Proxy - In computer networks, a proxy server is a server (a computer system or an application program) that acts as an intermediary for requests from clients seeking resources from other servers. 29
  • 33. RGB values - The RGB color model is an additive color model in which red, green, and blue light are added together in various ways to reproduce a broad array of colors. TIFF - Tagged Image File Format (TIFF) is a file format for storing images, including photographs and line art. USB - (Universal Serial Bus) is a specification to establish communication between devices and a host controller (usually personal computers). UTC – Universal Time Clock or Coordinated Universal Time (UTC) is a time standard based on International Atomic Time (TAI) with leap seconds added at irregular intervals to compensate for the Earth’s slowing rotation. VPN - A virtual private network (VPN) is a computer network that is layered on top of an underlying computer network. The private nature of a VPN means that the data travelling over the VPN is not generally visible, or is encapsulated from, the underlying network traffic. XML - (Extensible Markup Language) is a set of rules for encoding documents electronically. 30
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  • 36. Contacts sales: email: sales@destinyplc.com tel: 08458 55 88 55 technical support line: 0906 786 0000 (Calls to this line cost £1 per minute from a BT landline. Calls from mobiles and other networks may cost more) email: support@destinyplc.com headquarters: Finance House Park Street Guildford Surrey GU1 4XB destinyplc.com ©2010 DESTINY WIRELESS PLC All Rights Reserved. Destiny® logos and other Destiny® marks are owned by Destiny® Wireless plc and may be registered. Bluetooth is a registered trademark of Bluetooth SIG, Inc. All other trademarks are the property of their respective owners.