Xerox SmartSend Support & Software User Guide
Distribution Workflows
SMARTsend
Document Name
65
Folder (Standard or Professional Edition feature), Network Folder and Scan to URL (Standard or
Professional Edition feature) services support the export of document attribute fields in the form of an
XML file.
Professional Edition feature) services support the export of document attribute fields in the form of an
XML file.
Specifying Custom Document Attributes in a SMARTsend Workflow
This procedure illustrates how to create a SMARTsend workflow that stores a scanned document, with
document attribute fields, to an FTP destination:
document attribute fields, to an FTP destination:
To specify custom document attributes in a SMARTsend workflow:
1.
From the SMARTsend User Home Page, click the Add New Distribution Workflow link.
2.
On the Document Destinations page, click the add locations link under the FTP page element.
3.
Type the properties for the FTP destination. Click OK.
4.
Click Next. The Document Name and Type page opens.
5.
Select the desired options for the Document Name and Document Type.
6.
Click Next.
7.
On the Document Attributes page, select the FTP Only document attribute profile.
8.
Click Add Field. The Attribute Properties dialog opens, allowing you to create and define a
document attribute.
document attribute.
9.
Choose the options for the document attribute:
a.
Type a Field Name (for example, "Plex").
b.
If you wish to set a Default Value or multiple values, choose an option and type the value(s)
(for example, "Duplex").
(for example, "Duplex").
c.
Select Required if this is a field the user must complete.
d.
Select a Field Security option.
e.
Select a Field Type.
10. Under Attribute Mapping, clear the Enabled checkbox.
11. Click OK.
12. To add another field, repeat steps 8 through 11.
13. On the Document Attributes page, click Save as New Profile to save the fields as a new profile for
later use in other workflows.
14. Continue programming the workflow.