Add a Virtual Printer

Location: Your Computer

 

You can easily transfer documents from your computer into your Workspace by printing to an Updox virtual printer. The steps to add a virtual printer vary depending on your computer’s operating system.

 

Microsoft Windows

1.Open the Windows Control Panel (can be found under the Start menu).

2.Open the printers screen.

In Windows XP this section is called Printers and Faxes.

In Windows Vista this section is called Printers

In Windows 7 and Windows 8 this section is called Devices and Printers 

3.Click the Add a Printer button (In Windows 8 click The printer that I want isn't listed).

4.Select add a local printer.

5.Uncheck the Automatically detect and install... checkbox, if present.

6.Click Next.

7.Indicate you want to use an existing port.

8.For the port, choose Updox_9100 (if not listed, see the instructions below).

9.Click Next.

10.For the Manufacturer, select HP.

11.For the Printer, select one of the following (if the printer isn’t listed contact Updox Support for assistance):

Windows XP : HP ColorLaserJet 5/5M PS

Windows Vista: HP ColorLaserJet 5/5M PS or HP ColorLaserJet 2800 Series PS

Windows 7 : HP ColorLaserJet 5/5M PS or HP ColorLaserJet 2800 Series PS

Windows 8 : HP ColorLaserJet 2800 Series PS or HP ColorLaserJet 3800 PS Class Driver

12.Click Next.

13.If asked, click Keep existing driver or Use the driver that is currently installed.

14.Enter the name of this virtual printer (e.g. Updox).

15.Depending on your version of Windows, you may also be asked the following questions (the order may vary):

Make this the default printer?  Click, No. (most common)

Share this printer?  Click, No. (most common)

Print a test page?  Click Yes.

 

 

Updox_9100 Port Isn’t Listed

If Updox_9100 isn’t an existing port, then:

Select the Create new port option (instead of Use existing port).

For Type of Port, select Standard TCP/IP.

Click Next.

For the Printer Hostname or IP Address, enter localhost

For the Port Name, enter Updox_9100.

Uncheck the Query the printer... checkbox (if present).

Click Next.

Windows will try (unsuccessfully) to detect the printer.

This usually takes 30-40 seconds.

It will state it was unable to detect the device and that additional port information is needed.

Click the Custom option checkbox (you do not need to click the Settings button).

Click Next (on Windows XP, also click Finish) to return to the printer setup.

Resume the Windows Virtual Printer setup at Step 10 above.

 

 

OS X (Mac)

1.Open a web browser and go to http://myupdox.com/files/UpdoxPrinterSetup.zip to download the Mac Printer application.

2.Click on the downloaded file named “Updox Printer Setup” to unzip. Double-click to Open with Archive.

3.Click on the unzipped file to begin installation

4.Set the name to "Updox Printer" (or something similar).

5.To test, open an item on your computer, select Print, then choose the newly created Updox Printer. Enter your ** Updox username and password (check box to save credentials to Keychain)

 

Note: Practice Fusion users: In Updox, go to Menu, Profile. Scroll down to the section Printer Credentials. If there are no values in the Printer Login and Printer Password, click the Generate button to populate these fields. Use the Printer Login as your Username and Printer Password as your Password in Step 5.

 

 

 

Updox Internet Printing Protocol (IPP) Printer

In some situations we may recommend you install an Updox Internet Printing Protocol (IPP) printer. In that case you the following steps:

 

Microsoft Windows

Open the Windows Control Panel (can be found under the Start menu).

1.Open the printers screen.

In Windows XP this section is called Printers and Faxes.

In Windows Vista this section is called Printers

In Windows 7 and Windows 8 this section is called Devices and Printers 

2.Click the Add a Printer button (In Windows 8 click The printer that I want isn't listed and skip step 6).

3.Select Add a network, wireless or Bluetooth printer (not a local printer).

4.Click The printer that I want isn't listed.

5.Click the Select a shared printer by name option.

6.In the available field type https://myupdox.com/api/printer.

7.A new window pops up and asks for the Network Password.

User Name - enter your Updox User Name.

Password  - enter your Updox password.

Click OK.

8.For the Manufacturer, select HP.

9.For the Printer, select one of the following (if the printer isn’t listed contact Updox Support for assistance):

Windows XP : HP ColorLaserJet 5/5M PS

Windows Vista: HP ColorLaserJet 5/5M PS or HP ColorLaserJet 2800 Series PS

Windows 7 : HP ColorLaserJet 5/5M PS or HP ColorLaserJet 2800 Series PS

Windows 8 : HP ColorLaserJet 2800 Series PS or HP ColorLaserJet 3800 PS Class Driver

10.Click Next.

11.The printer name will default to Updox on https://myupdox.com and cannot be changed.

12.Depending on your version of Windows, you may also be asked the following questions (the order may vary):

Make this the default printer?  Click, No. (most common)

Print a test page?  Click Yes.

13.Click Finish to complete the printer setup.