Xerox SmartSend Support & Software User Guide
Distribution Workflows
SMARTsend
Document Name
79
Appendix B: Sample E-mail Workflow Creation
The following procedure covers the steps required to create a sample workflow that uses an e-mail
recipient as a destination.
recipient as a destination.
1.
Open a browser window.
2.
Enter the following URL or address:
http://[computer name]/SMARTsend
where computer name is the name of the SMARTsend computer. Contact your SMARTsend
administrator if you are unsure of the computer name.
administrator if you are unsure of the computer name.
3.
Press Enter.
4.
You will be asked to enter your user name and password. Enter them and click OK.
5.
A SMARTsend welcome screen will be displayed. Select Click here to enter SMARTsend.
6.
The User Home Page will be displayed. Click Add New > Distribution Workflow... under the
Workflows
Workflows
heading.
7.
The destinations that have been used by you and other users for other workflows are listed under
headings designating destination types. Find the E-mail Recipient heading.
headings designating destination types. Find the E-mail Recipient heading.
8.
Select the e-mail recipients you want for the workflow.
a.
If recipients you want are listed, select the checkboxes beside them.
b.
If you need to add a recipient, click add addresses. The E-mail Recipient Properties window
will be displayed.
will be displayed.
i
Add a name for the destination.
ii
Add one or more e-mail addresses for the desired recipients (To:), copy recipients (Cc:),
and blind copy recipients (Bcc:). Separate multiple e-mail addresses with semicolons. If
the address verification feature has been configured by your administrator, you may
click Check name(s) to verify the addresses.
and blind copy recipients (Bcc:). Separate multiple e-mail addresses with semicolons. If
the address verification feature has been configured by your administrator, you may
click Check name(s) to verify the addresses.
iii
Select an attachment encoding format. The default Base64 for MIME encoding should
be fine in most cases.
be fine in most cases.
iv
Select Scan to My E-mail if you want the output file to be e-mailed to the scan
submitter. This option requires authentication at the scan device when used with device
scan templates and should only be selected if the device supports authentication.
submitter. This option requires authentication at the scan device when used with device
scan templates and should only be selected if the device supports authentication.
v
Select Send URL link to document (no document attachment) if you only want to send
a link to the document and not the document itself.
a link to the document and not the document itself.
vi
Click OK.
9.
The new recipients should now be displayed on the Document Destinations page, and they should
be checked. When all destinations have been added on the Document Destinations page, click
Next >>.
be checked. When all destinations have been added on the Document Destinations page, click
Next >>.
10. The Document Name and Type page will be displayed. Specify the base name of the output file
under Document Identification. For this example enter a name such as myDocName.
11. Select Date and Time from the Name Suffix drop-down list. This will append the date and time to
the name specified above (myDocName).