Xerox SmartSend Support & Software User Guide
Document Attributes
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Attribute Mapping
Attributes can be mapped to fields available at document destinations. All available fields supported by the
destinations in the workflow will be shown. Select the attributes you want the field to map to for the
destination. For example, for e-mail, Body and Reply To are available fields; for DocuShare, Title,
Description, Keywords and others are available. During scanning, the data fields that you select here will be
populated using the value(s) of the attributes. You cannot map more than one attribute to the same
destination field, but more than one destination field can be mapped to the same document attribute.
destinations in the workflow will be shown. Select the attributes you want the field to map to for the
destination. For example, for e-mail, Body and Reply To are available fields; for DocuShare, Title,
Description, Keywords and others are available. During scanning, the data fields that you select here will be
populated using the value(s) of the attributes. You cannot map more than one attribute to the same
destination field, but more than one destination field can be mapped to the same document attribute.
Example
A document attribute field named "Title" can be mapped to a MS SharePoint Folder field called "Title".
Alternatively, arbitrary document attribute fields can be defined in a workflow. Document attribute fields
can be defined in the workflow, without having to map them to a specific service parameter, and a value for
the field can still be entered at workflow creation time, publication time or at scan time.
can be defined in the workflow, without having to map them to a specific service parameter, and a value for
the field can still be entered at workflow creation time, publication time or at scan time.
If document attribute support has been enabled for the service, the fields (both mapped and unmapped) and
their values will be exported in the form of an XML file. Currently, the FTP, Netware 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.
their values will be exported in the form of an XML file. Currently, the FTP, Netware 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.
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.
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").
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.