Working with documents

You can work with documents using the Documents portlet on the Main page of the user interface.

For example, you can find documents in the system and then create a new job to process them. Or, you can find the job that contains a document and then do actions on the job from the Jobs table.

In this section:

  1. Finding documents in the system
    You can find documents in the RICOH ProcessDirector system using the search functions on the Documents portlet on the Main page. You need to find documents before you can work with them.
  2. Viewing documents
    You can view the contents of documents using the View action on the Documents table. You can view the contents of any document that was submitted in a PDF job, or in an AFP job if you have the AFP Support feature installed.
  3. Viewing document properties
    You can view the properties of documents using the Properties action on the Documents table. The properties of a document include the document number, job number, and document state.
  4. Creating jobs to process documents
    You can create jobs to process selected documents using the Create Job action on the Documents table. For example, you can create a job to reprint documents that were damaged after they were printed.
  5. Emailing documents during job processing
    You can email PDF documents by adding a step based on the EmailDocuments step template to a workflow.
  6. Finding the jobs associated with documents
    You can find the jobs associated with documents using the Show Jobs action on the Documents table. After you find the associated jobs, you can do job actions on the Jobs table.

Related information:

Documents
Documents portlet
Parent topic: Working with jobs