Xerox SmartSend Support & Software User Guide
Distribution Workflows
SMARTsend
Document Name
27
Adding a Distribution Workflow
There are two ways to create a workflow. A new workflow can be created by using a wizard which steps
the user through the process of defining the workflow. Alternatively, a new workflow can be created by
basing the new workflow on an existing workflow.
the user through the process of defining the workflow. Alternatively, a new workflow can be created by
basing the new workflow on an existing workflow.
Creating a New Distribution Workflow
Any user can create a new workflow. A wizard leads the user through the steps necessary to define the
workflow, including defining the document destinations, defining the filename and formats, specifying
the document attributes, and determining the workflow settings.
workflow, including defining the document destinations, defining the filename and formats, specifying
the document attributes, and determining the workflow settings.
To create a new distribution workflow:
1.
Navigate to the User Home Page and click Add New Distribution Workflow under the Workflows
heading.
heading.
2.
Select the desired destinations for the scanned output files. For destinations that have already
been configured, checkboxes will be displayed. Select a configured destination by selecting the
checkbox for the destination. If a desired destination is not listed, go to the destination type and
click add locations. See
been configured, checkboxes will be displayed. Select a configured destination by selecting the
checkbox for the destination. If a desired destination is not listed, go to the destination type and
click add locations. See
on page 32 for detailed information on adding
destinations.
3.
Click Next >>.
4.
Specify the document name and type. See
on page 46 for detailed
information.
5.
Click Next >>.
6.
Specify the document attributes. See
on page 60 for detailed information.
7.
Click Next >>.
8.
Specify the workflow settings. See
on page 67 for detailed information on
specifying workflow settings.
9.
Click Next >>.
10. At the Save Workflow page review the workflow details specified in the previous steps. If
something needs to be changed, click the Change buttons on the page to return to the previous
screens. Otherwise, click Finish to create the workflow.
screens. Otherwise, click Finish to create the workflow.
If you specify that the workflow is to be published later, you will be returned to the User Home Page.
Otherwise, the appropriate Publish Workflow page will be displayed. See
Otherwise, the appropriate Publish Workflow page will be displayed. See
page 83 for information on publishing workflows.