Xerox SmartSend Support & Software User Guide
Distribution Workflows
SMARTsend
Document Name
81
Appendix C: Specifying a Custom Object in a
SMARTsend Workflow
SMARTsend Workflow
The following procedure creates a SMARTsend workflow that stores a scanned document, with
document attribute fields, to a DocuShare collection as a Custom Object.
document attribute fields, to a DocuShare collection as a Custom Object.
1.
From the SMARTsend User Home Page, click on the Add New Distribution Workflow... link.
2.
On the Document Destination page, click on the add locations... link under the DocuShare section.
3.
Enter the properties for the DocuShare destination, including the Custom Object Name to use
when storing the document within DocuShare.
when storing the document within DocuShare.
4.
Click Next >>.
5.
On the Document Name and Type page, define the name and format to use for the distributed
document(s).
document(s).
6.
Click Next >>.
7.
On the Document Attributes page, select the DocuShare Only document attribute profile.
8.
Click on the Add Field... link to add the appropriate fields for use within the DocuShare Custom
Object you have specified for your destination.
Object you have specified for your destination.
9.
On the Attribute Properties dialog, add a document attribute field and map it to the appropriate
DocuShare field defined in the Custom Object.
DocuShare field defined in the Custom Object.
10. Click OK.
11. On the Document Attributes page, click on the Save as New Profile... link to save the fields as a
new profile for later use in other workflows.
12. Click Next >>. Continue defining the workflow in the remaining screens and publish the workflow
as needed.
Note:
The fields defined in the specified Custom Object will be available for attribute
mapping. For example, if a law firm uses a document that stores the matter_id with
each document, then a user may want to add a SMARTsend field named Matter_ID and
map it to the DocuShare Custom Object field.
each document, then a user may want to add a SMARTsend field named Matter_ID and
map it to the DocuShare Custom Object field.