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User’s Guide October 2007 Biscom, Inc. | 321 Billerica Rd. | Chelmsford, MA 01824 tel 978-250-1800 | fax 97

8 administer the system, create and deliver packages, retrieve packages delivered to him or her, and/or view reports. Reports Reports enable user

9 Section 2: General Navigation and Search General Navigation The application uses icons (with corresponding text hyperlinks) to represent fun

10 Search Several pages contain a search box that can be used to narrow down a list: Received deliveries, contacts lists, package lists, reports

11 Section 3: Registering and Signing in Registering New Users New Users An Administrator may create users or users may complete a registration

12 and enter an answer to the question. A hint is optional, but it may help you remember the answer to the question. 5. Click the Register butt

13 7. You are directed to the Home page. Figure 7: Home page The icons you see on the Home page are determined by the roles you are assigned.

14 Figure 8: Personal settings 2. On the Update Profile page, enter or change your personal information, update your password reset question a

15 Section 4: Packages and Deliveries Packages Users who have the Sender role can create and deliver packages. Creating a New Package To create

16 Package Name Enter a descriptive name for the package of files. Label Enter optional information such as a version number, date, keywords, or

17 Deletion reminder date Note: This field appears only if your system administrator has enabled this feature. Before the system deletes a packag

Copyright  2007 Biscom, Inc. All rights reserved worldwide. Reproduction or translation of this publication (in par

18 Figure 11: Viewing package page Updating package metadata 1. To update package metadata, click the Edit link next to the Package Informatio

19 Automatic Package Deletion 1. If your system administrator enables automatic package deletion, the system will assign a deletion date. The de

20 Deleting files from a package 1. Select the files you want to delete by selecting the checkboxes next to the files to delete, and then clicki

21 1. Navigate to the Manage Packages page. From the home page, click the package icon or the link Manage Packages. 2. From the list of pack

22 Secure message Enter an optional secure message in the Secure Message text box. This message is not sent in the notification email; recipients

23 Email notification checkbox A notification email will be sent by default unless the checkbox is deselected. If you choose not to send a notifi

24 1. From the Home page, click the package icon or the Manage Packages link. The Viewing Package page appears (Figure 14). At the bottom of t

25 Figure 15: Delivery details Replying to a Recipient Senders can update individual recipients with additional messages or files without aff

26 2. Enter a subject of the thread. This subject will be used as the subject of the email notification sent to the recipient. 3. Optionally en

27 still use their old notification email to access the delivery, but some delivery parameters may have changed since the last time they opened i

i Notice Information furnished by BISCOM, Inc. is believed to be accurate and reliable. However, no responsibility is assumed by BISCOM, Inc. for

28 2. The Express Delivery creation page appears (Figure 17). Figure 17: Express delivery 3. Enter the delivery information as outlined in t

29 Notification message Optionally enter text in the Notification message text box. A default notification message may already exist. You can ent

30 Recipient sign-in checkbox By default, recipients are required to sign in to view deliveries. You may, however, deliver a package without requ

31 Figure 18: Delivery view notification email

32 Section 5: Receiving Deliveries Accessing and Viewing Deliveries When users with the Recipient role sign into the Biscom Delivery Server,

33 3. From the Home page, click the View Deliveries You Have Received icon or click the View Deliveries You Have Received link. 4. You will

34 6. You will now see the delivery on the Your Delivery page (Figure 22). Figure 22: Viewing your delivery You will see the delivery metadata

35 sender replies back to you, a new reply entry with any attached files is added to the delivery (Figure 23). The files attached to the reply ar

36 Figure 24: Email reply notification Note: all owners and senders of a particular package have access to your replies. However, only the owner

37 Section 6: Managing Contacts Using Contacts Each user can create a contacts list, which appears as a popup window containing a list of sele

ii Table of Contents Notice ...

38 Figure 27: Create New Contact page 6. Click the Add button to save the contact’s information to your contacts list. Updating Contacts 1. Fr

39 Figure 28: Update Contact page Deleting Contacts 1. From the Contacts list (Figure 26), select the checkboxes next to each contact you wish

40 Figure 30: Contact Import page 9. When importing a tab-delimited file, some users will insert additional tabs to visually improve the format

41 Section 7: Viewing Reports Viewing Reports Biscom Delivery Server records the transactions that occur in the application and can generate rep

42 Note: To include deleted deliveries, click the Show reports for deleted deliveries link. Deleted deliveries still maintain all transaction his

43 Figure 34: Packages Activity list 14. Click the edit icon to update the package immediately. Deleted packages are not editable and the edit

44 Figure 36: Users Activity list Note: To include deleted users, click the Show reports for deleted users link to include deleted users. Since

45 Section 8: Biscom Delivery Manager (BDM) Client Biscom Delivery Manager Biscom Delivery Manger is a desktop application that enables users

46 Figure 39: BDM Package Manager Creating a New Package 1. From the Package Manager screen, click the New package button. Figure 40: BDM C

47 Figure 41: BDM select files 4. Click the Create package button. 5. The package will be queued and shown in the Upload progress tab. Double

iii Deliveries ... 20 Viewing

48 Figure 43: BDM Create Package progress 7. Pressing the Pause button will temporarily stop files from uploading and the button will change f

49 Editing an Existing Package 1. Double click the package name you want to edit to open the Edit Package screen. Figure 44: BDM Edit Package

50 4. A Select Folder dialog will open. Enter the folder name in the Save to text field, or click the folder icon or Select folder link to open

51 6. The Download progress tab will be displayed and you will see the individual files and the download progress associated with each file. F

52 Section 9: Support and Troubleshooting Frequently Asked Questions Q. What’s the difference between an Express Delivery and a Standard Deliv

53 Q. I was in the middle of creating a delivery and stepped away from my computer. When I got back and tried to finish my delivery, I was signed

54 Appendix A: Microsoft Outlook Add-in (Optional) Microsoft Outlook Add-in Biscom Delivery Server supports Microsoft Outlook clients, providing

55 Figure 49: Microsoft Outlook Add-in Message tab 19. On the Message tab, enter the message information as outlined in the following table: To,

56 21. Click the Delivery Options tab if you would like to specify additional delivery options (Figure 50). Figure 50: Microsoft Outlook Add-in

57 Appendix B: User and Contact Import File Formats Import Formats Users can import contacts using an XML file or a tab delimited text file. Admi

iv Editing an Existing Package ... 49 Downloading Files

58 workfax 617-555-1232 workotherphone 617-555-0201 workaddress1 123 Main St. workaddress2 Suite 200 workcity Boston workstate MA workzipco

59 XML User Import File Format: The XML file should have the following format: <?xml version="1.0"?> <contacts> <perso

60 Contact Import These contacts are personal contacts and do not affect or pre-register users into the Biscom Delivery Server. Only administrato

61 homeaddress2 Apt. 209 homecity San Francisco homestate CA homezipcode 94105 homecountry USA notes Sold me insurance for my pet iguana ca

62 <fax></fax> <pager></pager> <otherphone></otherphone> <website></website&

63 Index Contacts Adding from delivery, 40 Creating, 37 Deleting, 39 Updating, 38, 39 Deliveries, 6 Deleting, 27 Downloading Files, 32 Express, 2

64 Logging On, 12 Registering, 11, 12

65 Figures Figure 1: Secure file transfer ... 6 F

66 Figure 32: Deliveries activity list ... 41 Figure 33

5 Introduction Using Biscom Delivery Server to securely send files, messages, and documents is as easy as sending an email, and provides users w

6 Section 1: Biscom Delivery Server Concepts and Overview Secure File Transfer Biscom Delivery Server is designed to securely send email, files

7 Users and Roles Biscom Delivery Server users fall into four types or roles: Recipient, Sender, Reporter, and Administrator. Each role is associ