Xerox Connect App for NetSuite Application Quick Start Guide PDF

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

Q UIC K S TA RT GU ID E

Xerox Connect App

for NetSuite Quick Start Guide

D E S C R I P T I O N

Xerox Connect App for NetSuite (Connect for NetSuite) is a Xerox Gallery App that allows users to

connect to their NetSuite File Cabinet, right on the device. 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 File

Cabinet folder of choice, preview and print pre-existing documents, and search for documents based

on their file name and description.

Xerox Connect App for NetSuite can be installed on all supported Xerox devices and is readily

available to anyone with a Xerox App Gallery account.

Xerox Connect App for NetSuite is for use with Xerox ConnectKey Technology enabled

Multifunction Printers, Xerox AltaLink, and Xerox VersaLink devices.

D E V I C E R E Q U I R E M E N T S

Throughout this guide, the word device is used synonymously and is 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 2019 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

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

app-gallery.

I N S T A L L I N G C O N N E C T F O R N E T S U I T E

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.

I N S T A L L G A L L E R Y A P P S F R O M T H E X E R O X A P P

G A L L E R Y W E B P O R T A L ( P A I D A P P )

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 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 NetSuite

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

and VersaLink are trademarks of Xerox Corporation in the United States and/or other countries. BRBR27745

Q UIC K S TA RT GU ID E

I N S T A L L G A L L E R Y A P P S F R O M T H E X E R O X

A P P G A L L E R Y W E B P O R T A L ( T R I A L A P P )

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.

C O N F I G U R I N G P U R C H A S E D G A L L E R Y A P P S

F O R S I N G L E S I G N - O N : A P P I S L I S T E D I N

X E R O X W O R K P L A C E S U I T E

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.

C O N F I G U R I N G P U R C H A S E D G A L L E R Y A P P S

F O R S I N G L E S I G N - O N : A P P I S N O T L I S T E D I N

X E R O X W O R K P L A C E S U I T E

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.

C O N F I G U R E N E T S U I T E

Important: Before you can sign in and use

Connect for NetSuite, you must configure your

NetSuite account using the instructions in the link

below. Please contact your NetSuite

administrator for assistance. The instructions can

be found here:

https://www.xeroxfilecabinet.com/configure

H O W T O S C A N A D O C U M E N T

1. From the device home screen, touch Connect

for NetSuite.

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

sign into your NetSuite account. Enter your

email and password and then select OK.

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

select Scan.

4. Browse through the list of folders and sub-

folders. Once youve navigated to the folder

you wish to scan your document into, select

OK.

5. You will now be on the Document Meta Data

screen. Here, you can enter a description for

the file. This description will be associated

with your scanned document when its saved

in File Cabinet. A description is optional.

When youre done making changes,

touch OK.

6. Once youre on the Scan screen, you can set

PDF settings and a file name. You can also

adjust the document meta data and change

the folder you are scanning in to. Adjust

these values by selecting their fields.

7. 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 File

Cabinet.

H O W T O P R I N T A D O C U M E N T

1. From the device home screen, touch Connect

for NetSuite.

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

sign into your NetSuite account. Enter your

email and password and then select OK.

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

select Print.

4. Browse through the list of folders and sub-

folders. You will notice that each file has a

checkbox and an eye icon. Touch the

checkbox to select the file you wish to print

or touch the eye icon to see a one-page

preview. Alternatively, touch the search

button to search for a file based on its name

or description. You can select and print more

than one file at a time. Once youve selected

a file(s), touch OK.

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

change the files you are about to print by

selecting the Change/Change Document

button. Otherwise, adjust the print settings

and touch Print.

Xerox Connect App for NetSuite

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

and VersaLink are trademarks of Xerox Corporation in the United States and/or other countries. BRBR27745

Q UIC K S TA RT GU ID E

S U P P O R T

Xerox App Gallery Knowledge Base

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

app-gallery/support/enus.html

Xerox App Gallery Documentation

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

appgallery/documentation/enus.html

Xerox Connect App for NetSuite Support

https://www.xeroxfilecabinet.com

Supported Multifunction

Printers (MFPs) and Printers

https://www.xerox.com/en-

us/connectkey/apps

Manualsnet FAQs

If you want to find out how the Connect App for NetSuite Xerox works, you can view and download the Xerox Connect App for NetSuite Application Quick Start Guide on the Manualsnet website.

Yes, we have the Quick Start Guide for Xerox Connect App for NetSuite as well as other Xerox manuals. All you need to do is to use our search bar and find the user manual that you are looking for.

The Quick Start Guide should include all the details that are needed to use a Xerox Connect App for NetSuite. Full manuals and user guide PDFs can be downloaded from Manualsnet.com.

The best way to navigate the Xerox Connect App for NetSuite Application Quick Start Guide is by checking the Table of Contents at the top of the page where available. This allows you to navigate a manual by jumping to the section you are looking for.

This Xerox Connect App for NetSuite Application Quick Start Guide consists of sections like Table of Contents, to name a few. For easier navigation, use the Table of Contents in the upper left corner.

You can download Xerox Connect App for NetSuite Application Quick Start Guide free of charge simply by clicking the “download” button in the upper right corner of any manuals page. This feature allows you to download any manual in a couple of seconds and is generally in PDF format. You can also save a manual for later by adding it to your saved documents in the user profile.

To be able to print Xerox Connect App for NetSuite Application Quick Start Guide, simply download the document to your computer. Once downloaded, open the PDF file and print the Xerox Connect App for NetSuite Application Quick Start Guide as you would any other document. This can usually be achieved by clicking on “File” and then “Print” from the menu bar.