About Circulating Documents

Circulating documents is the function to send and receive files (documents) between members using shared folders on a network.

Sending and receiving documents are operated by using the folder output icon added to the Output Bar in the Desktop Browser screen and My Tray in the [Libraries] in the Navigation Pane. The document which you drag and drop to the folder output icon is transferred to a receiver's My Tray. You can edit and circulate documents that arrive in My Tray.

You can attach a simple comment and an annotation or a digital stamp, using Annotation Editor, to the document to be circulated.

For example, you can send a document with a comment such as "Can I have your approval please?" Another example is if the person who receives the document returns the approved document with an attached digital stamp, or transfers it to another person. As these examples show, the document circulation function enables you to easily approve documents.

Configuring the settings for My Tray and the output icon is required to circulate documents.

Create a folder to receive documents, and set it to transfer documents to My Tray.

Specify the destination folder for the folder output icon.

The icon on the task tray, the window on the screen, or the sound can notify you when a document is transferred from a destination folder to My Tray.

For more information on how to send a document, see the following.

Edit the opened document and return it, or send it to another person.

For more information on opening received documents, see the following.