Xerox SmartSend Support & Software User Guide
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Distribution Workflows
2
Under Customization Options click Manage My Document Profiles.
3
Select the profile to be deleted from the list of document profiles.
4
Click Delete from the left panel.
Creating a New Profile
If the set of fields can be used again in another workflow, save them into a new profile.
To create a new profile:
1
Navigate to the Document Attributes page for a workflow.
2
From the Use the Following Profile drop-down list select the profile that most closely matches the
profile to be created.
profile to be created.
3
Click Save as New Profile below the fields region.
4
On the Save as New Profile window enter a profile name and description which identify the profile.
5
Click OK.
6
Add and delete fields, and change field properties, as desired.
Editing a Profile
Unless a profile is associated with a workflow that has not yet been published, it is not possible to change the
profile without renaming it using Save as New Profile.
profile without renaming it using Save as New Profile.
Document Attribute Fields
Document attribute fields are used to provide mappings for data to document destinations. For example, an
e-mail subject document attribute field may be used to map to the subject of an e-mail when a document is
scanned to an e-mail address. The field gives the user the opportunity to specify the e-mail subject.
e-mail subject document attribute field may be used to map to the subject of an e-mail when a document is
scanned to an e-mail address. The field gives the user the opportunity to specify the e-mail subject.
To view or change the properties of a field, click Properties in the row in which the field is listed. Make
the changes in the Attribute Properties window and click OK.
the changes in the Attribute Properties window and click OK.
To add a field, click Add Field at the bottom of the list of fields. Specify the properties in the Attribute
Properties window and click OK.
Properties window and click OK.
To delete a field, click Delete in the row in which the field is listed.
Attribute Properties
Field Name
A field name assigns a descriptive or meaningful name to a document attribute field. This field name will
appear at publication time, on cover sheets, and at scan time if Editable at the device is selected at
publication.
appear at publication time, on cover sheets, and at scan time if Editable at the device is selected at
publication.
Choose a name that is intuitive and will prompt users to enter the desired information into the field,
especially if many users are going to be using publications that contain this field.
especially if many users are going to be using publications that contain this field.