Xerox SmartSend Support & Software User Guide
Distribution Workflows
SMARTsend
Document Name
69
Setting Up Create Sub Folders if Needed
In SMARTsend, a user can create multiple levels of sub-folders when creating the workflow or while
entering metadata at the local user interface. They can also alter the final filing destination relative to
an initial location when scanning with device templates.
entering metadata at the local user interface. They can also alter the final filing destination relative to
an initial location when scanning with device templates.
Document Destinations where dynamic folder creation and filing to a sub-folder is possible are
DocuShare, Microsoft SharePoint, FTP, and Network folders. Network Folders as a Document
Destination has been used here to illustrate how to use this feature and explain some scenarios.
DocuShare, Microsoft SharePoint, FTP, and Network folders. Network Folders as a Document
Destination has been used here to illustrate how to use this feature and explain some scenarios.
This feature of SMARTsend requires that the SMARTsend application is already installed and
preliminary setup has taken place (for example, SMTP setup if needed, device configuration, etc.).
preliminary setup has taken place (for example, SMTP setup if needed, device configuration, etc.).
Configuring SMARTsend for Create Sub Folders if Needed
To configure SMARTsend for Create Sub Folders if Needed:
1.
Navigate to the User Home Page on the SMARTsend server. In the Workflows area, below Add
New, click Distribution Workflow.
New, click Distribution Workflow.
2.
The Document Destinations page appears. The "Create Sub Folders if needed" feature is
available for the following types of document destinations:
available for the following types of document destinations:
•
DocuShare
•
Microsoft SharePoint
•
FTP
•
Network Folder
For this document, Network Folders is used as an example. Modify your settings appropriately for
the other Document Destination types.
the other Document Destination types.
Click add locations...
3.
The Network Folder Properties page appears. A Create folders if needed option is available on
this page, along with a Sub-folder text box. Complete the following:
this page, along with a Sub-folder text box. Complete the following:
•
Destination Name: CreateSubFolder
Provide a name for this destination. CreateSubFolder is used here as an example.
Provide a name for this destination. CreateSubFolder is used here as an example.
•
Select Starting Point: Select a starting point or provide a Folder Path to a destination
folder. You may use the Expand button to browse for a location,
folder. You may use the Expand button to browse for a location,
Note:
If you have not entered a credential for the location provided, the Account Settings page
will appear. Type the User Name and Password credentials that give access to the folder
indicated in the Folder Path and click OK and then click OK again to proceed.
indicated in the Folder Path and click OK and then click OK again to proceed.
•
Folder Path: Type the complete path to the destination folder. The destination folder
must already exist.
must already exist.