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Send Setting Guide: Send To E-Mail Function

The document provides instructions for setting up and using the Send function on a machine to scan documents and send them as emails or store them to shared folders. It explains how to configure the email and shared folder settings using a setup tool and send test emails to check the settings.

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Lazaroiu Stelian
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© © All Rights Reserved
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0% found this document useful (0 votes)
53 views33 pages

Send Setting Guide: Send To E-Mail Function

The document provides instructions for setting up and using the Send function on a machine to scan documents and send them as emails or store them to shared folders. It explains how to configure the email and shared folder settings using a setup tool and send test emails to check the settings.

Uploaded by

Lazaroiu Stelian
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Send Setting Guide

This guide explains how to use the Send Function Setting Tool to Print
set up the machine for scanning documents as e-mails (Send to
Home
E-mail) and scanning documents to shared folders (Store to
Shared Folder), as well as how to check whether these functions Close
are set properly.

Setting and Using


Send to E-mail Function

Setting and Using


Store to Shared Folder Function

Before you start


Make sure that the machine is connected to the network and is
detected by the Send Function Setting Tool.
For help, You can access canon.com/oip-manual to read the
User`s Guide that describes all functions of this machine.

Manuals other than in English


The attached DVD-ROM contains manuals in multiple
languages.
File Name: sendguide_[XXXXX]*
 *The language is shown on a [XXXXX] section.
NOTE
Depending on your country or region, a manual of your language may not be
available.

Copyright CANON INC. 2017 USRM2-7978-00


Outline Setting Up Sending an e-mail About Buttons

Outline of

Send to E-mail Setup Procedure


The figure below shows how to set up and use the Send to E-mail
function.

About screenshots
The information shown in the screenshots, such as the e-mail address and
SMTP server address, are for illustrative purposes only. The actual screens
you see on your computer may differ from the ones shown here.

01 02 03

Go to
setup.

Select the function. Configure the Send to E-mail Send an e-mail.


settings.
Outline Setting Up Sending an e-mail About Buttons

01 Selecting the function on the Select


Setting window
This section describes the procedure for displaying the [Send to E-mail
Settings] window.

Click [Send to E-mail Settings].


The [Send to E-mail Settings] window is
displayed.
Proceed to the next section.

If the window shown above is not displayed:


See “Configuring Basic E-mail Settings” in the User’s Guide to start the Send
Function Setting Tool.

If the screen prompting you to enter the Address Book password


is displayed:
Enter the PIN for the Address Book and click [OK].
Outline Setting Up Sending an e-mail About Buttons

02 Registering an e-mail address in the


Favorites
This section explains how to register the recipient’s e-mail address in the
Favorites.

What is the Favorites? >>>

From the pull-down menu, select the desired


Favorites number (01 to 19).
The numbers for Favorites that have already been
registered are not displayed.

Enter a name for the destination to


register in the Favorites (for
example, a company name, such as
Canon).

Follow the procedure below to display the


registered Favorites information.
In the home screen, tap <Address Book> →
tap < > → If there are many destinations,
flick the screen to scroll through the
Enter the e-mail address of the person destinations.
who will receive the scanned image.
To send a test e-mail, enter your e-mail address. Check the result later
in the Sending an e-mail section.

E-mail address registration is complete.


Proceed to the next section.
Outline Setting Up Sending an e-mail About Buttons

02 Checking SMTP server information


This section explains how to check the SMTP server’s address and its authentication method, and how
to enter the confirmed information in the Tool window.

What is SMTP? >>>

NOTE
Check the information of the SMTP server by reference to the
Open your e-mail software. procedures in this guide even when using E-mail software other
In this guide, Windows Live Mail than Windows Live Mail 2011. Consult your network administrator
2011 is used as an example. for more information.

Click the [Accounts] tab. Click [Properties]. Click the [Servers] tab.

Select your account.

See if the check box is selected.

If not selected:

If selected:
Outline Setting Up Sending an e-mail About Buttons

02 Checking SMTP server information

Enter your SMTP server name (or address)


into [SMTP Server].

If the [My server requires


authentication] check box is not
selected in Step 6, select [Not Set]
for [SMTP Authentication].
SMTP server settings are complete.
Proceed to the next section.
Outline Setting Up Sending an e-mail About Buttons

02 Checking SMTP server information

Enter your SMTP server name (or address)


into [SMTP Server].

If the [My server requires authentication]


check box is selected in Step 6, select [Set]
for [SMTP Authentication].

Click [Settings].

See which option is selected.

If the upper option is If the lower option is


selected: selected:
Outline Setting Up Sending an e-mail About Buttons

02 Checking SMTP server information

Click [Cancel].

Enter the account name (or user


name) and password into [User
Name] and [Password].
NOTE
You cannot copy and paste the password. Consult your
network administrator for your password.

SMTP server settings are complete.


Proceed to the next section.
Outline Setting Up Sending an e-mail About Buttons

02 Checking SMTP server information

Enter the account name (or user name) and


password into [User Name] and [Password].

NOTE
You cannot copy and paste the password. Consult your network
administrator for your password.

SMTP server settings are complete.


Proceed to the next section.
Outline Setting Up Sending an e-mail About Buttons

02 Registering the Send to E-mail settings


This section explains how to register the Send to E-mail settings.

Click [Next].

Make sure that the settings


are correct.

Click [Register].
Click [Back] for corrections, if necessary.
When
this screen is
displayed, the
settings are
complete.

Close the Send Function Setting Tool.

Turn OFF the machine’s main


power switch, wait for at least 10
seconds, then turn it ON.

Send to E-mail settings are complete.


Proceed to the next section.
Outline Setting Up Sending an e-mail About Buttons

03 Sending an E-mail
This section explains how to scan a document and send the scanned image
via e-mail.

  Set the document, and tap <Scan> from home screen.   Select <B&W Start> or <Color Start>.
When you place the document on the platen glass, perform the following
operations.
 Tap <E-Mail>. – To start sending: Tap <Start Sending>.
– To scan the next document: Tap <Scan Next>.

 Confirm that the scanned image is sent to the destination


e-mail address.
Ask the recipient to check if the e-mail was delivered.

 Tap <Address Book > Tap a destination you registered.

If e-mail was delivered


successfully:
 Tap <Send Settings> and change the setting, as necessary. Go to Home.
Close the Guide.

If e-mail was not delivered:


Go to the Remote UI section.
Use the Remote UI to make sure that
the settings are correct.
Outline Setting Up Storing documents About Buttons

Outline of To set up a share folder with access


Store to Shared Folder Setup restriction
This guide describes the procedure for storing documents
Procedure in a shared folder without access restrictions. If you want to
set up a share folder with access restrictions, refer to the
The figure below shows how to set up and use the "Store to Shared instruction manuals for the operating systems.
Folder" function.

About screenshots
The information shown in the screenshots, such as the computer name
and shared folder name, are for illustrative purposes only. The actual
screens you see on your computer may differ from the ones shown here.

01 02 03

Go to
setup.

Select the function. Configure the Store to Store documents in a


Shared Folder settings. shared folder.
Outline Setting Up Storing documents About Buttons

01 Selecting the function on the Select


Setting window
This section describes the procedure for displaying the [Store to Shared
Folder Settings] window.

Click [Store to Shared Folder


Settings].
The [Store to Shared Folder Settings] window
is displayed.
Proceed to the next section.

If the window shown above is not displayed:


See “Setting a Shared Folder as a Save Location” in the User’s Guide to start
the Send Function Setting Tool.

If the screen prompting you to enter the Address Book password


is displayed:
Enter the PIN for the Address Book and click [OK].
Outline Setting Up Storing documents About Buttons

02 Specifying the Favorites number and


name
This section explains how to specify the Favorites number and name in
which you are going to register the path to the shared folder.

What is the Favorites? >>>

From the pull-down menu, select the desired


Favorites number (01 to 19).
The numbers for Favorites that have already been
registered are not displayed.

Follow the procedure below to display the


Enter a name for the destination to registered Favorites information.
In the home screen, tap <Address Book> →
register in the Favorites (for tap < > → If there are many destinations,
example, a company name, such as flick the screen to scroll through the
destinations.
Canon).
Favorites registration is complete.
Proceed to the next section.
Outline Setting Up Storing documents About Buttons

02 Setting up file sharing


This section explains how to set up your computer so that it can receive the
data sent from the machine.

Select your operating system.

For Windows Vista users

For Windows 7/8/10 users

For Windows Server 2008/Server 2012 users


If you want to set up a shared folder in computers running Windows Server 2008/Server
2012, refer to the instruction manuals for the operating systems.
Outline Setting Up Storing documents About Buttons

02
Windows Vista

Setting up file sharing


  Confirming the computer name
What is the computer name? >>>

On the Windows taskbar, click [Start],


right-click [Computer], then click
[Properties].

Enter the name of your


computer into [Computer
Name of Store Destination].
Outline Setting Up Storing documents About Buttons

02
Windows Vista NOTE
Setting up file sharing If the [User Account Control] dialog box appears during the
procedure, click [Continue].
  Creating a shared folder
This section explains how to set up file sharing using the Public
folder.

What is the Public folder? >>>

On the Windows taskbar, click the


[Start] icon, then select [Control
Panel].

Under [Sharing and Discovery], click


the down arrows next to [Public
folder sharing] and [Password
protected sharing].

Under [Network and


Internet], click [Set up file
sharing].
Outline Setting Up Storing documents About Buttons

02
Windows Vista

Setting up file sharing


  Creating a shared folder

Select the middle option.


Click [Apply].

Select the lower option.


Click [Apply].
Outline Setting Up Storing documents About Buttons

02
Windows Vista

Setting up file sharing


  Creating a shared folder

On the Windows taskbar, click


[Start], then select [Computer].

Open the hard disk drive Open the Users Open the Public
where Windows Vista is folder. folder.
installed (usually C: Drive).
Outline Setting Up Storing documents About Buttons

02
Windows Vista

Setting up file sharing


  Creating a shared folder

Create a new folder in the Public


folder and enter a folder name (for
example, “share”).

share

Enter “public\” followed by the folder name


you just created into the [Shared Folder
Name on Store Destination Computer] (in
this example, “users\public\share”).
File sharing setup is complete.
Proceed to the next section.
Outline Setting Up Storing documents About Buttons

02
Windows 7/8/10

Setting up file sharing


  Confirming the computer name
What is the computer name? >>>

Check the computer name.

Windows 7 Windows 8 Windows 8.1/10


On the Windows taskbar, click [Start], Right-click the lower-left corner of the Right-click [Start], then select [System].
right-click [Computer], then click screen, select [File Explorer], then click
[Properties]. [Properties] on the [Computer] tab.

Enter the name of your


computer into [Computer
Name of Store Destination].
Outline Setting Up Storing documents About Buttons

02
Windows 7/8/10 NOTE
Setting up file sharing If the [User Account Control] dialog box appears during the
procedure, click [Yes].
  Creating a shared folder
This section explains how to set up file sharing using the Public
folder.

What is the Public folder? >>>


Check the computer name.

Windows 7 Windows 8 Windows 8.1/10


On the Windows taskbar, click [Start], Right-click the lower-left corner of the Right-click [Start], then select [Control
then select [Control Panel]. screen, then select [Control Panel]. Panel].

Under [Network and Internet], click


[Choose homegroup and sharing
options]. Click [Change advanced
sharing settings].
Outline Setting Up Storing documents About Buttons

02
Windows 7/8/10

Setting up file sharing


  Creating a shared folder

This step is only required for Windows 8/10. If you


are using Windows 7, proceed to step  .

Click the down arrow next to [All


Networks].

Under [Public folder sharing], select the


upper option.
Outline Setting Up Storing documents About Buttons

02
Windows 7/8/10

Setting up file sharing


  Creating a shared folder

Under [Password protected


sharing], select the lower option. Click [Save
changes].
Outline Setting Up Storing documents About Buttons

02
Windows 7/8/10

Setting up file sharing


  Creating a shared folder

Open the Computer (PC).

Windows 7 Windows 8 Windows 8.1/10


On the Windows taskbar, click [Start], Right-click the lower-left corner of the Right-click the lower-left corner of the
then select [Computer]. screen, select [File Explorer], and then screen, then select [File Explorer].
click [Computer].

Open the hard disk drive Open the Users Open the Public
where Windows 7/8/10 is folder. folder.
installed (usually C: Drive).
Outline Setting Up Storing documents About Buttons

02
Windows 7/8/10

Setting up file sharing


  Creating a shared folder

Create a new folder in the Public


folder and enter a folder name (for
example, “share”).

share

Enter “users\public\” followed by the folder name


you just created into the [Shared Folder Name on
Store Destination Computer] (in this example,
“users\public\share”).
File sharing setup is complete.
Proceed to the next section.
Outline Setting Up Storing documents About Buttons

02 Registering the Store to Shared


Folder settings
This section explains how to register the Store to Shared Folder settings.

Click [Next].

Make sure that the settings


are correct.

Click [Register].
Click [Back] for corrections, if necessary.
When
this screen is
displayed, the
settings are
complete.
NOTE
Make sure that [Not Set] is selected for
[Access Restriction to Shared Folder] in the
[Status of Settings for Shared Folder]
section.
Close the Send Function Setting Tool.

Turn OFF the machine’s main


power switch, wait for at least 10
seconds, then turn it ON.

Store to Shared Folder settings are complete.


Proceed to the next section.
Outline Setting Up Storing documents About Buttons

03 Storing Documents to a Shared Folder


This section explains how to scan a document and store the scanned image in the
shared folder that you created earlier.

  Set the document, and tap <Scan> from home screen.  Confirm that the document is stored in the shared folder.
Open the shared folder you created, and check that the scanned document
has been saved.

 Tap <File> Tap a destination you registered.

 Tap <Send Settings> and change the setting, as necessary.

If the document was stored


successfully:
Go to Home.
Close the Guide.

  Select <B&W Start> or <Color Start>.


If the document was not
When you place the document on the platen glass, perform the following
operations. stored:
– To start sending: Tap <Start Sending>. Go to the Remote UI section.
– To scan the next document: Tap <Scan Next>.
Use the Remote UI to make sure that
the settings are correct.
Remote UI Sending an e-mail Storing documents About Buttons

Checking Your Settings with the


Remote UI
In case of troubles with the Send to E-mail or the Store to Shared Folder functions, use the
Remote UI to check whether your settings are correct.

  Starting the Remote UI


What is the Remote UI? >>>

Start your Web browser.

Enter the IP address of the machine in the


address field, then press the [ENTER] key.

Click [Log In].

Select [System Manager Mode].

NOTE NOTE
The IP address shown in the screenshots is for Enter the correct authentication information (PIN) if you are prompted to
illustrative purposes only. For instructions on how do so.
to check the IP address, see “Viewing Network
Settings” in the User’s Guide.
Remote UI Sending an e-mail Storing documents About Buttons

Checking Your Settings with the NOTE

Remote UI
This section describes the procedure using screenshots for
“E-Mail Address”, however, the procedure is the same for
“File Address”.
  Checking/Editing the Favorites

Click [Address Book].

Check your settings.


To edit the settings,
click [Edit].

Click [Favorites].
Click the number, type,
or name of the
Favorites to display its Click [OK].
current settings.

NOTE
Enter the correct PIN and click [OK] if you are prompted to do so.

Make the necessary


changes.
Remote UI Sending an e-mail Storing documents About Buttons

Checking Your Settings with the NOTE

Remote UI
Steps 1 to 5 in this section only apply to Send to E-mail
settings.

  Checking/Editing network settings


Click [Settings/Registration],
and click [TX Settings].

Click [Edit].

Click [Network Settings


- E-Mail/I-Fax Settings].
Remote UI Sending an e-mail Storing documents About Buttons

Checking Your Settings with the


Remote UI
  Checking/Editing network settings

Make any necessary


Click [OK].
corrections.

Make sure that the correct SMTP server name is specified.


Also, if your SMTP server uses SMTP authentication, make sure
that:
– The [Use SMTP Authentication (SMTP AUTH)] check box is
selected.
– The correct user name is specified.
– The correct password is set. If the change is necessary, select
the [Set/Change Password] check box and enter the correct
password in [Password].

Turn OFF the machine’s main power After settings are complete:
switch, wait at least 10 seconds, Try to send an e-mail.
then turn it ON.
Try to store documents.

If you still have trouble:


Go to Troubleshooting.
About Buttons

Troubleshooting
If you encounter problems when sending an e-mail or storing documents in a shared folder,
review the procedures described in this guide to make sure that the settings are properly set.
Also check the items below and consult the User’s Guide for further troubleshooting
information.

If “TX Result Report” is printed Example:

If “Error” is shown in the TX Result Report, print out the Communication


Management Report, check the three-digit error code in the Communication
752
Management Report, and see “When an Error Code Appears” in the User’s Guide.
The Communication Management Report can be printed either manually or
automatically. For details on how to print out the Communication Management
Report, see “Printing Reports and Lists” in the User’s Guide.

If an error message is displayed on the screen

Check the message, and see “When an Error Message Appears” in the User’s
Guide.

If neither of the above occur and you still cannot send or store

See “Common Problems” in the User’s Guide.

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