Create a Job Processing Workflow

A job processing workflow defines how a document is scanned, processed and delivered, and consists of one or more destination and process connectors:

  • Destination Connector: Specify a delivery destination
  • Process Connector: Convert data format, replace metadata, choose subsequent delivery flow based on rules

You can combine destination connectors and process connectors and configure the properties of each connector to create the delivery flow. You can also enable One-touch Scan to allow the user to start the scan and delivery process simply by pressing [Start]. This feature allows you to preset all delivery and data parameters, without needing any input from the user.

In workflows where the One-touch Scan function is configured and all parameters required for delivery are preset, the user can start the scan and delivery process simply by pressing [Start] (one- touch scan function) without entering anything on the device.

For instructions to create a new workflow based on an existing workflow, refer to Copy Existing Workflow.

 

To create a new workflow

Step

Task

Configuration Details

1

Click [Workflows] → [Workflow Design].

All new workflows begin on the Workflow Design tab.

2

Click  (Add) to display the workflow creation screen.

After you click OK in this screen, a new set of tabs will appear so that you can set all of the workflow properties.

3

Enter the Workflow Properties

Set [General] properties including the workflow name, description, and Job Processing location.

4

Add Connectors to the Delivery Flow

Add a new destination connector, a new process connector, and a shared connector to the delivery flow. Connectors shown here depend if you selected On Server or On Device for the Job Processing Location.

5

Configure One Touch Scan

 

6

Specify a Process or Destination

 

7

Configure Metadata Settings

 

8

Test and Troubleshoot the Workflow