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Validation Data Best Practices Time and Billing Client and Matter numbers (commonly called codes) are typically created and maintained by systems within professional firms. For information about adding a data source to call sites, see Adding Data Collection Sources on page 427. In System Manager, navigate to System > Configuration > Call accounting > Phone speed codes. Equitrac office 5.7 system requirements list. 3 Select the Default class option at the bottom of the dialog box. Automatically Registered Applications By default, when a user prints a document from an application, Equitrac Professional checks to see whether or not the application appears in the excluded applications list. For any machine on which you have already installed the client popup, stop and restart the EQ Shared Engine service to enable the client popup to display the new graphic.
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If you change these settings, the Xerox device will reboot whether the change is successful or not. For more information on defining and applying rules, see Routing Rules on page 257. Equitrac office 5.7 system requirements pc. b Specify the offline behavior for this interface in the event that it cannot contact DCE or if the CAS service is. For security reasons, the user logged into Windows on the release workstation must have administrative privileges in order to start Release Station. If a validation response is not received before the default 15000 milliseconds, the fax will not go through.
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Enter the Name of the control terminal. For information about automatic registration of alternate user codes, see Card ID Auto-registration on page 327. For information on setting pricing for a TPC, see Configuring Price Lists on page 143. If the DCE is offline from the control terminals, the terminals can locally validate the user data if configured.
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• Clear the option to prevent the DCE from automatically sending account data to the Xerox device. The default account codes should be values that Equitrac Professional does not track elsewhere in the system. Equitrac office 5.7 system requirements 2020. Facility code/Start. Select Percentage in the Action column and specify the percentage the item price should be adjusted. You must add all other data sources manually in System Manager. User is looked up based on the call's alternate extension, ignoring the device's site.
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PageCounter and PageCounter Professional control terminals are network devices that you install on or near printers, copiers, fax machines, scanners, or multifunction devices. Creating an Advanced Print/Copy Price List To create an advanced price list, do the following (See Advanced Print/Copy Price Lists on page 146 for details on working with advanced price lists): 1. 36 CAUTION: The TPC Application version 2. x. x must only be used with the corresponding Platform Firmware version 2. In combination with the Rules & Routing feature, DME solves this problem.
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To make a field optional, the syntax must accept 0 as the minimum length (0-16 instead of 1-16). All printers added through auto registration initially are added to the default class. 12 Enter a home print server for this user. The time required to complete the upload depends on the number of devices you have selected. • Convert non-numeric characters: for auto-generated telcodes, substitutes an asterisk (*) for any alphabet or symbol character. This is the name that will appear in the styles list in System Manager. Prerequisites: Before Setting up Combined Client................................................................. 21. Or, you could set up a warning message as part of the rule that allows the job to print, but asks the user to consider printing to a network printer when their jobs exceed 50 pages. Queue job if PageCounter active. • A static IP address or reserved DHCP IP address (recommended). Assign price lists to devices.
Replacing a PageCounter with a TPC If you want to replace a PageCounter or a PageCounter Professional terminal with a TouchPoint Console, perform the following steps: 1. In addition to client and matter data, Equitrac Professional enables you to define user codes, definitions, and several additional types of validation data, known as custom validation types. Enter a unique name for this configuration set, and include a description that might help you identify the configuration set contents when you apply the set. M{FIELD#}{TABLE#}{ DELIMITER}. • Select this option to have the device queue the document for printing if the PageCounter associated with the MFP is already in use by another user session.
NOTE: Within the DME Console, the status column updates only when you press the Refresh button. • Deletion of a parent physical device from System Manager will also delete the workstation devices from System Manager. Right-click on any physical device to view its properties. User ID of the user who requested the print job. 12 Configuring TouchPoint Consoles.................................................... 301 TouchPoint Console Overview............................................................................ 302 User Workflow.................................................................................................. 302. Web Client Prerequisites Equitrac Professional installs the Web Client on the same server as the CAS installation.
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