Xerox SmartSend Support & Software User Guide
Site Overview
SMARTsend
Document Name
Document Name
18
Getting Started
The left side or Getting Started section of the User Home Page indicates the status of the application.
The following icons appear to indicate the status of a step or the application:
Indicates that a step is not complete or that the application is not ready for use.
Indicates that a step may not be complete.
Indicates that a step is complete or that the application is ready for use.
E-mail Address
You must enter an e-mail address before managing workflows and credentials. Your e-mail address is
used for e-mail confirmation and as a destination for the My E-mail workflow which comes with the
SMARTsend installation. Type your e-mail address and click Save.
used for e-mail confirmation and as a destination for the My E-mail workflow which comes with the
SMARTsend installation. Type your e-mail address and click Save.
Create a Scan To My E-mail PaperWare Cover Sheet
Professional Edition Feature
Although the My E-mail workflow is part of the SMARTsend installation, the workflow must be
published before it can be used. Creating a PaperWare cover sheet is one method of publishing the
workflow. Use this link to create a cover sheet for the My E-mail workflow. See
published before it can be used. Creating a PaperWare cover sheet is one method of publishing the
workflow. Use this link to create a cover sheet for the My E-mail workflow. See
page 83, for details on publishing workflows.
The My E-mail workflow is used to automatically e-mail a scanned document to the e-mail account of
the scan submitter. The scan submitter is the owner of the PaperWare cover sheet or the person who is
logged in at the Xerox Multifunction Device. If the device requires authentication, however, the scan
will always be sent to the person who is logged in at the device.
the scan submitter. The scan submitter is the owner of the PaperWare cover sheet or the person who is
logged in at the Xerox Multifunction Device. If the device requires authentication, however, the scan
will always be sent to the person who is logged in at the device.
Workflows
Add New Workflow
Any user can create a new workflow. The Add New links invoke a wizard which leads you through the
steps necessary to define the workflow, including defining the document destinations, specifying the
document attributes, and determining the workflow settings. See
steps necessary to define the workflow, including defining the document destinations, specifying the
document attributes, and determining the workflow settings. See
page 27 for more information on adding workflows.