This process requires an OptimiDoc printer to be set up on the workstation. If you don't have any, follow the instructions in the Quick Start Guide.


The following instructions are for Microsoft Windows. In order for the OptimiDoc client window to show up, the printer's queue name must be set to OptimiDoc. If it has already been set, skip to step 7.


1. Open the Devices and Printers from the Start menu


2. Right-click an OptimiDoc printer and click Printer properties



3. Navigate to the Ports tab and click Configure port




4. Make sure you have the LPR protocol selected


5. Enter the project code into the Queue name field


6. Click OK to save the settings



7. Install and start the OptimiDoc Client (an icon should show up in the system tray)


8. Initiate a print job on an OptimiDoc printer


9. An OptimiDoc client window should appear with a list of available projects


If the window does not appear, make sure you have the printer's queue name set correctly (steps 1 to 6)


10. Click the desired project

Important

When Default Billing code is configured in user's profile the Client pop up is not shown.