Xerox Connect App for Clio Application Quick Start Guide PDF

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Summary of Content for Xerox Connect App for Clio Application Quick Start Guide PDF

QU ICK START GU I DE

Xerox Connect App for Clio Quick Start Guide

DESCR IPTION

Xerox Connect App for Clio is a Xerox Gallery App that allows users to connect into Clio, the SMB-

focused Practice and Case Management service. Xerox Workplace Solutions (Xerox Workplace Suite

and Xerox Workplace Cloud) works as the Single Sign-On mechanism, making sign in fast and easy.

Once signed in, the app provides a user the ability to scan a document into their account at a

case/matter level, search for documents, and print the results. Expense data can be tracked and will

be fed back into Clio for print and scan jobs.

Xerox Connect App for Clio can be installed on all supported Xerox devices and is readily available to

anyone with a Xerox App Gallery account.

Xerox Connect App for Clio is for use with Xerox ConnectKey Technology enabled Multifunction

Printers, Xerox AltaLink, and Xerox VersaLink devices.

DEV ICE REQUIREMENTS

Throughout this guide, the word device is used synonymously and interchangeable with

Multifunction Printer and Printer.

All devices require the following:

Xerox Extensible Interface Platform (EIP) must be enabled to allow the App to be installed.

Devices must support EIP 3.5 or higher.

ConnectKey App Installation (Weblet Install Policy) must be enabled to allow installation of

the App.

Ensure the device is able to communicate with the Internet.

Note:

Some networks require a proxy to communicate with the Internet.

If Verification of SSL is enabled on the device, ensure the security certificates are loaded on

the device.

By default, the Xerox Solutions Certificates are preloaded on all 2016 Xerox ConnectKey

Technology-enabled i-Series, Xerox AltaLink, and Xerox VersaLink devices.

For more information on the settings above, refer

to the Xerox App Gallery Online Support at

http://www.support.xerox.com/support/xerox-app-

gallery.

INSTALL ING CONNECT FOR C L IO

The following procedure assumes you have

created a Xerox App Gallery account. If you do not

have access to a Xerox App Gallery account, refer

to the Xerox App Gallery Quick Start Guide for

instructions on creating an account.

Note: For detailed instructions on adding a device

and adding or installing Apps to your Xerox App

Gallery account, see the documentation links at

the end of this guide.

INSTALL GALLERY APPS F ROM THE XEROX

APP GALL ERY WEB PORTAL ( PA ID APP )

1. Go to the Xerox App Gallery URL:

https://appgallery.services.xerox.com

2. Select Log in.

3. Enter a valid Email and Password.

4. On the devices tab, add a Multifunction

Printer or Printer, if necessary.

5. On the All Apps tab, select the desired app.

6. Select Buy button.

7. Accept the End User License Agreement

(EULA).

8. Select the devices that you would like to buy

the App for and then select Checkout.

9. Fill out the Billing information and select

Place Order. Select Done.

Xerox Connect App for Clio

2019 Xerox Corporation. All rights reserved. Xerox, AltaLink, ConnectKey, Xerox Extensible Interface Platform

and VersaLink is a trademark of Xerox Corporation in the United States and/or other countries. BR26916

QU ICK START GU I DE

INSTALL GALLERY APPS F ROM THE XEROX

APP GALL ERY WEB PORTAL ( TR IAL APP )

1. Go to the Xerox App Gallery URL:

https://appgallery.services.xerox.com

2. Select Log in.

3. Enter a valid Email and Password.

4. On the devices tab, add a Multifunction

Printer or Printer, if necessary.

5. On the All Apps tab, select the desired app.

6. Select the Try It button.

7. Select the devices that you would like to trial

the App on and then select Install.

CONF IGURING PURCHASED GALL ERY APPS

FOR S INGLE S IGN -ON : APP I S L I STED IN

XEROX WORKPLACE SUITE

Important: Xerox Workplace Suite

administrators should perform the following

procedures. If you do not have Xerox Workplace

Suite administrator permissions, contact the

appropriate administrator to perform the

following Admin Configuration steps

1. Launch Xerox Workplace Suite.

2. Click Settings.

3. Select Single Sign-On.

4. If your newly purchased app displays in the

list, click it and select Exchange Keys.

5. This will send an email request to Xerox

SSO Apps.

6. The administrator of the SSO Apps will then

email the Xerox Workplace Suite

Administrator the required key.

7. The Xerox Workplace Suite Administrator

will enter the public key for the app.

SSO is enabled for the app. Users may now opt to

use Single Sign-On at their first log-in attempt.

CONF IGURING PURCHASED GALL ERY APPS

FOR S INGLE S IGN -ON : APP I S NOT L I STED

IN XEROX WORKPLACE SUITE

Important: Xerox Workplace Suite

administrators should perform the following

procedures. If you do not have Xerox Workplace

Suite administrator permissions, contact the

appropriate administrator to perform the

following Admin Configuration steps

1. Launch Xerox Workplace Suite.

2. Click Settings.

3. Select Single Sign-On.

4. If your newly purchased app does not display

in the list, click Action -> New.

5. Fill in the Description, Publisher, and Publisher

Email address, App ID and Redirect URL.

This information should be part of the

description on the App Details screen in the App

Gallery. If this information is not available,

contact the app creator.

6. Select Send.

7. Click on the app and select Exchange Keys.

8. This will send an email request to Xerox

SSO Apps.

9. The administrator of the SSO Apps will then

email the Xerox Workplace Suite

Administrator the required key.

10. The Xerox Workplace Suite Administrator will

enter the public key for the app.

SSO is enabled for the app. Users may now opt to

use Single Sign-On at their first log-in attempt.

HOW TO SCAN A DOCUMENT

1. From the device home screen, touch

Connect for Clio.

2. When the app opens, you will be asked to

sign in to your Clio account. Enter your

username and password and then select Sign

In. If youre asked to allow or deny access to

your Clio account, select Allow.

3. Once you are on the switchboard of the app,

select Scan.

Note: If you would like to expense track your

scan job, select the gear icon in the top right-

hand corner of the switchboard. Youll be

taken to the Expense Tracking page. You can

enable Expense Tracking, enter a value for a

Scan, and select OK.

4. Browse through the list of clients, matters,

and folders. Once youve navigated to the

client, matter, or folder you wish to scan your

document into, select OK.

5. You will now be on the Scan screen. This

screen is where you can set Clio values like

category and date. Adjust these values by

selecting their fields. You can also adjust the

client, matter, or folder youre scanning into

by selecting the Change button.

6. Adjust your scan settings and select Scan. If

you toggled Preview on the Scan page, you

will be shown a preview of your scan. If youre

happy with what you see, touch Send. Your

document will be uploaded to your

Clio account.

HOW TO PR INT A DOCUMENT

1. From the device home screen, touch Connect

for Clio.

2. When the app opens, you will be asked to

sign in to your Clio account. Enter your

username and password and then select Sign

In. If youre asked to allow or deny access to

your Clio account, select Allow.

3. Once you are on the switchboard of the app,

select Print.

Note: If you would like to expense track your

print job, select the gear icon in the top right-

hand corner of the switchboard. Youll be

taken to the Expense Tracking page. You can

enable Expense Tracking, enter a value for

Print, and select OK.

4. Browse through the list of clients, matters,

and folders to locate the file you wish to

print. Optionally, you can select the Search

button to search for files. Select the file(s)

you wish to print by touching the checkboxes

to the left of the file name and touch OK.

Note: While looking to print a document, you

can preview a file by selecting the Preview

(eye) icon to the right of the file name.

5. Youll be taken to the Print screen. You can

change the files you are about to print by

selecting the Change button. Otherwise,

adjust the print settings and touch Print.

SUPPORT

Xerox App Gallery Knowledge Base

http://www.support.xerox.com/support/xerox-

app-gallery/support/enus.html

Xerox App Gallery Documentation

http://www.support.xerox.com/support/xerox-

appgallery/documentation/enus.html

Xerox Connect App for Clio Support

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