Summary:

This document describes how to set settings for Smart PDF testing to Xerox side.

For Smart PDF service there is a need to test invoice sending to Xerox.

For that purpose in test Portal has set transfer registration settings to point to Xerox.

This is no more valid and settings are updated in Gateway side and requires admin rights in Gateway side.

 

1. Open Remote Connection to Gateway

Please note that in Gateway is used in mouse right hand settings. 

2. In Gateway side open first Global Test.

3. In a new window open Test Admin 1.5

4. Give Your credentials.

5. Search customer 

Then wait until there is appearing View in where you can search customer 

Users -> Receiver -> type customer name 

 

6. Select then customer.

7. In customer view scroll down to select Smart PDF

 

 

8. To be able to do any changes, select from a toolbar Edit button.

 

9.Do needed changes 

In the SmartPDF section, on the receiver you need to switch the Last action on Error to Send to Xerox and Uncheck the Mapping ready. This should ensure that all documents sent to GW are sent to Xerox.

 

 

 

 

10. Select from Toolbar Apply 

 

11. Save done settings.

Wait until a new window is opened. Add there the Case/Incident/Casetask number. 

Confirm done changes. 

 

Send a test invoices to customer's Smart PDF test email address.