Edit Copy Preferences
Level: Administrator
The Copy Preferences screen is used to define Copy module preferences for the selected center.
- Navigate to Admin > Copy > Preferences. The Copy Preferences screen displays.
- From the top-right corner, select the relevant center.
The following preferences can be defined for each center where the Copy module is licensed.
- Allow Alerts. Select this check box to allow copy alerts to be sent to people working in the Copy module.
The following fields must be defined for the corresponding alerts:
| Field | Description |
|---|---|
|
From Email Address |
Enter the email address to display as the From address on alert emails sent. |
|
Email CC's |
Enter the email address or addresses of employees who will receive a copy of alert emails sent. |
|
Job Submission Header |
Enter a custom message to display as the header of job submission emails. |
|
Job Submission Footer |
Enter a custom message to display as the footer of job submission emails. |
|
Job Completion Footer |
Enter a custom message to display as the footer of job completion emails. |
|
Job Approval Requested Header |
Enter a custom message to display as the header of job approval request emails. |
|
Job Approval Requested Footer |
Enter a custom message to display as the footer of job approval request emails. |
|
Job Approved Header |
Enter a custom message to display as the header of job approval emails. |
|
Job Approved Footer |
Enter a custom message to display as the footer of job approval emails. |
|
Job Rejected Header |
Enter a custom message to display as the header of job rejection emails. |
|
Job Rejected Footer |
Enter a custom message to display as the footer of job rejection emails. |
- Allow Diff. Bill To. Select this check box to allow users to specify a different user to bill for the copy job when submitting a new job.
- Allow Diff. Deliver To. Select this check box to allow users to specify a different recipient for a copy job when submitting a job.
- Allow Job Deletion. Select this check box to allow operators to delete copy center jobs.
- Show Pricing. Select this check box to show job item pricing to customer-level users when submitting new jobs.
Prices always display for operators and administrators.
- Allow Price Overrides. Select this check box to allow administrators to override job pricing for the selected job.
- Allow Job Transfers. Select this check box to allow operators to specify a different center for completion of the copy job.
- Allow Auto Transfer. Select this check box to allow copy jobs to automatically transfer to the selected center for completion .
- Allow Mailroom Delivery. Select this check box to allow mailroom employees to deliver copy orders to the clients.
- Enable Local File Repository. Select this check box to send all client files through a local file repository rather than Eptura servers. The copy request and attachments are processed differently when this option is enabled.
Do not modify this setting without discussing with Eptura. A local file repository must be defined specifically for your environment. Contact your Account Manager for more information.
- Require Client Agreement. Select this check box to require users to agree to specified terms and conditions before submitting a new copy job.
- Require Approval. Select this check box to require anyone submitting a copy job to select a specified approver from the directory prior to submitting the job.
- Allow Previous Attachments. Select this check box to allow users to reuse previously attached files for new copy jobs.
- Copy Machines. This field is used to add copy machines. You can assign a copy machine to the center by searching for and selecting a machine using this field. The machine displays in the Copy Machines Assigned to this Center section. To remove a copy machine from the center, click the Remove
icon to the right of the machine in this section.
The copy machines are set up in the Asset module.