Administration

• Overview of System Settings
  • General System Settings
  • Default Date and Time Settings
  • Email Configuration and Email Logo
  • Automatic Cleanup
  • Task Configuration
  • Remote Print Service
• Network & Authentication Settings
  • Set General Authentication Options
  • Enter Active Directory Credentials
  • Configure Card Authentication
• Integration with Printanista Hub
• Licensing

• What is a Print Queue?
  • Create/Edit a Print Server
  • Edit a Queue
• Implement Queue Groups
• Create a Compatibility or Load Balance Queue Group

• Configure Secure Print Release
• Modify the Secure Print Release Settings
  • Change General Secure Settings
  • Set Secure Job Cleanup Options

• Configure Network Card Release

• Configure Release Codes
• Enable Release Codes
• Allow Users to Generate Their Own Release Code
• Enable Auto-Generated Release Codes on a Queue

• Print Tracking Overview

Printer Based Tracking

• Create and Modify Printer Profiles
• Set the Default Printer Profile for New Printers
• Change the Printer Profile

User Based Tracking

• User Based Print Tracking
• Create or Modify a User Profile
• Assign Members to User Profiles
• Set the Default Profile for New Users

Application Based Tracking

• Application Based Tracking
• Create an Application Rule
• Track Listed Applications Only
• Delete an Application Rule

• How Rules are Processed

• Create a Custom Rule

• Create/Edit a Print Server

• Manage Printers
• View the Printer List
• Add a Printer
• Organize Printers into Groups
• Merge Printers
• Custom Paper Sizes

• Printanista Workflow user processes
• Organize Users into Groups
  • View the User List
  • Import the User List
  • Export the User List
  • Create a User Account
  • Modify a User's Account
  • Deactivate a User Account
  • Delete User Accounts
  • Reset a User's PIN
  • Adjust the Account Balance for a Single User
  • Override the User's Account Balance
  • Remote Print Service email accounts
• Create and Modify User Roles
  • Create a New User Role
  • Assign Members to User Roles
  • Default Roles and Policies
  • Set the Default Role for New Users
•  Organize Users into Groups
  • Create a New User Group
  • Add Individual Users to a Group

• Configure Custom Fields and Values
• When to Use a Custom Field
• Create a Custom Field
• Modify a Custom Field Value
• Import or Export Custom Fields
• Delete a Custom Field

• Schedule Tasks to Repeat
• Schedule a Task
• Monitor Running Tasks
• View Task History

• Administer the Workflow Client
• Change General Client Settings
• Change the Client Logo
• Manage Client Batching
• Select Disconnected Job Options