TopSite mapAbout This Manual

Preface

About This Manual

How to Use the Search Function

Trademarks

Copyright

Disclaimers

Canon Business Imaging Online

Overview of Canon Business Imaging Online

Overview of Forms Services/Print Services

Service Overview

Terms Used in This Manual

Setting Up Forms Services/Print Services

Setup Flow

Preparations before Starting

System Requirements

Setting the Web Browser

Internet Explorer Settings

Firefox Settings

Safari Settings

Applying for a Contract

Logging In

Logging In for the First Time

Logging In

Settings after Starting

Preparations for Using Forms Services

Registering Forms

Registering a Trusted IP Address

Installing the Forms Services Application

Settings after Starting a Contract

Issuing a Security Token

Setting Single Sign-On

Salesforce Settings

Canon Business Imaging Online Settings

Preparations for Using Print Services

Preparing the MFPs

Setting the Network and Checking the IP Address

Remote UI Settings

Proxy Settings

Checking Certificates

Installing a Certificate

Installing the Print Services Application (for MFP Devices)

Preparing the SFPs

Setting the Network and Checking the IP Address

Remote UI Settings

Proxy Settings

Checking Certificates

Installing a Certificate

Installing the Print Services Application (for SFP Devices)

Preparing the Computers

Web Browser Settings (When Using Internet Explorer)

Installing a Certificate

Device Login Service Federation Settings

Register Device

Register My Printer

How to Use Forms Services/Print Services

Tenant Settings

Operational Administrator Settings

User Registration

Editing User Information

Deleting Users

Creating a Forms Services Delegated User

User Management (Batch Settings)

Managing Formats Used with Forms Services

Using Services

Creating Forms

Printing a Form Document

Deleting a Form Document

Linking with FedEx Office

Transferred Printing Settings

Configuring Auto Batch Printing

Checking Service Usage

Totaling Usage

Usage Log Output

Changing Settings after Starting Services

Adding/Changing an ID Provider

Changing a Computer

Changing the Password

Resetting a Password

Appendix

List of Time Zones

FAQ

Top » How to Use Forms Services/Print Services » Using Services » Linking with FedEx Office
Linking with FedEx Office
Forms can be printed with FedEx Office. Users with the [User] role for Forms Services can use this function if a user with the [Administrator] role for Forms Services specifies these settings in advance.
IMPORTANT
A license for [Send to FedEx Office] is required to use this function.
Setting a Link with FedEx Office
Required Privileges
Administrator or general user privileges for the Tenant
[Administrator] Role for Forms Services
1.
Log in to Canon Business Imaging Online.
For more information, see "Logging In".
2.
On the [Home] screen, click [Federation with FedEx Office Settings] in [Manage Form Documents].
3.
Click [Enable].
4.
Check the displayed screen → click [Apply] or [Cancel].
Using the Link with FedEx Office
This section describes the procedure for users with the [User] role of Forms Services to send form data to FedEx Office.
Required Privileges
Administrator or general user privileges for the Tenant
[User] Role for Forms Services
1.
Log in to Salesforce.
2.
Click the [Opportunities] tab.
3.
Click a created opportunity name.
As an example, click [Opportunity A].
4.
Click the form creation button.
The [Estimate] button was created as an example.
For information on setting a form creation button, see the Canon Business Imaging Online Forms Services Application Installation Guide.
5.
Log in to Canon Business Imaging Online.
Enter [User ID] and [Password] on the displayed screen → click [Login].
The tenant ID entry screen is displayed if a tenant ID is not registered.
6.
Set the form format and document name → click [Retrieve Form Document Data].
7.
Click [Send to FedEx Office].
8.
Specify the e-mail address to notify of the retrieval code.
You can specify an e-mail address registered in Canon Business Imaging Online or an e-mail address of your choice.
You can also select both at the same time.
Enter only e-mail addresses and separator characters. You cannot enclose addresses with "<" and ">" or add a display name.
Number of characters
Type of characters
Example
Left side of @
64 characters or less
Single-byte alphanumeric characters
! # $ % & ' * + - / = ? ^ _ ` { | } ~ .
(The address cannot start with "." or "=" or end with "." or include consecutive ".".)
suzuki@example.co.jp
Right side of @
228 characters or less
Single-byte alphanumeric characters
- .
(Start the address with an alphanumeric character. The address cannot end with "." or include consecutive ".".)
All
255 characters or less
9.
Check [Privacy Notice] → click [Send].
The data is sent to FedEx Office.
10.
Make a note of the retrieval code.
The retrieval code is required to print at a FedEx Office.
The retrieval code is also sent to the e-mail address specified in step 8.
Click the URL in [How to Print at FedEx Office Location] to refer to the procedure for printing at a FedEx Office.