Xerox SmartSend Support & Software User Guide
Distribution Workflows
SMARTsend
Document Name
Document Name
40
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Displays the Folder path that the workflow will use as the document filing location. Click Expand
and select a folder. A user name and password are required.
and select a folder. A user name and password are required.
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Publish (Private/Public/View): The Publish options determine whether the scanned document will
be accessible to other users when it is stored in the Interwoven database.
be accessible to other users when it is stored in the Interwoven database.
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Public—all users have read and write access to the document.
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Private—read and write access is restricted to the document/workflow owner (or
administrator).
administrator).
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View—all users have read access to the document. The document/workflow owner or
administrator has read and write access.
administrator has read and write access.
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Checkin Comments: Add any check-in Comments for the document.
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Document Type: This option defines the type of document being stored in the database. This
selection determines the metadata schema that is applied to the document, which often varies
among applications and different document types. Keep in mind that the list of available
document types can be modified by the Interwoven WorkSite administrator. Please contact your
administrator if your preferred document type is not available in the list.
selection determines the metadata schema that is applied to the document, which often varies
among applications and different document types. Keep in mind that the list of available
document types can be modified by the Interwoven WorkSite administrator. Please contact your
administrator if your preferred document type is not available in the list.
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File overwriting: Files with the same name are not overwritten.)
LiveLink (Standard or Professional Edition feature)
The LiveLink service is an optional component that can be purchased from Xerox and added as a
SMARTsend destination. LiveLink version 9.5.0 is currently supported by SMARTsend.
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SMARTsend destination. LiveLink version 9.5.0 is currently supported by SMARTsend.
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Enter a Destination Name to identify the workflow.
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Select a Starting Point from the drop-down list. The default starting point is defined by your
LiveLink credentials. If your credentials provide additional access levels, the drop-down list may
include multiple Starting Points. This selection will automatically populate the Server and Folder
fields. Otherwise, you may leave the Starting Point blank and enter the Server and Folder
manually.
LiveLink credentials. If your credentials provide additional access levels, the drop-down list may
include multiple Starting Points. This selection will automatically populate the Server and Folder
fields. Otherwise, you may leave the Starting Point blank and enter the Server and Folder
manually.
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Enter the Server that is hosting the LiveLink application.
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Click Expand to browse for the Folder that the workflow will use as the document filing location. A
user name and password are required.
user name and password are required.
Note:
Free-form text entry of attributes (metadata) for custom fields is not supported for
Interwoven WorkSite destinations (optional component). Metadata values for custom fields
must match the predefined set of values defined by the WorkSite administrator.
must match the predefined set of values defined by the WorkSite administrator.