OptimiDoc Server Help Centre

Documentation

• Product Overview

  • Print Management
  • Document Capture
  • Business Rules Engine
  • Quotas and Cost Control
  • Device Management and Monitoring
  • + 3 more pages

• Getting Started

  • System Requirements
  • Installation
  • Licence Activation
  • First Login and Navigation
  • Quick Start: Add Users
  • + 3 more pages

• Dashboard

  • Customising Dashboard Widgets
  • Dashboard Widget Reference

• Reports

  • All Jobs
  • My Jobs
  • Activity Log
  • Standard Reports
  • Automatic Reports
  • + 2 more pages

• Devices

  • Supported Devices
  • Managing Devices
  • Tags
  • SNMP Configuration
  • Device Monitoring
  • + 1 more pages

• Printing

  • Print Connectors Overview
  • Quotas
  • Driverless Print (IPP)
  • Quota History

• Scanning

  • Scan Workflows Overview
  • Scan Destinations Overview
  • Scan Parameters Reference

• Rules

  • How to Create a Rule
  • Rule Contexts Reference
  • Conditions and Actions Reference
  • Disabling Scan and Print Confirmation/Error Reports on Xerox Devices

• Users

  • User Import
  • Managing Users
  • Departments
  • Groups
  • Mass Operations
  • + 1 more pages

• Settings

  • Mail Configuration (SMTP / OAuth)
  • FTP Configuration
  • Print Settings
  • Appearance and Skin
  • Cluster Configuration
  • + 3 more pages

• Diagnostics

  • Active Users
  • System Logs
  • Unauthorised Accesses
  • Cluster Nodes
  • GDPR Compliance
  • + 3 more pages

• Support Knowledge Base

  • Troubleshooting Guide
  • Upgrade and Migration
  • Advanced Configuration
  • Documentation Audit Report (February 2026)

• Release Notes

  • OptimiDoc Server