Xerox SmartSend Support & Software User Guide
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Distribution Workflows
Workflow Summary
The Workflow Summary page is used to review workflow settings after you have edited or defined a
workflow. Before publishing, you can make modifications to the workflow using the links provided on the
left side of the page.
workflow. Before publishing, you can make modifications to the workflow using the links provided on the
left side of the page.
To access the Workflow Summary page:
1
Navigate to the User Home Page and click View All Workflows.
2
From the list of workflows in the Workflow Explorer select the workflow for which you want to review
settings.
settings.
3
Click Edit this workflow from the list of workflow tasks in the left panel.
Workflow Name and Description
Enter a new name and description for the workflow or modify the displayed information. The name should
be unique and something you will remember, as this name will appear in the Workflow Explorer and on
publications. When you are first adding a workflow, the default naming convention begins with Workflow1
and will increment that name for new workflows unless a different name is supplied.
be unique and something you will remember, as this name will appear in the Workflow Explorer and on
publications. When you are first adding a workflow, the default naming convention begins with Workflow1
and will increment that name for new workflows unless a different name is supplied.
Publication Options
Before you can scan, you must publish a workflow. Select how to publish the workflow:
For more on publishing workflows, see Chapter 5, Publishing Workflows.
Table 3-11: Publication Options
Publish workflow later
enables you to publish the workflow at another time. Use this
setting if you are just creating a workflow for someone else and
that person will publish the workflow when needed.
setting if you are just creating a workflow for someone else and
that person will publish the workflow when needed.
Publish PaperWare cover sheet from workflow
(Professional Edition feature) generates a PaperWare cover
sheet for the workflow. Use this option if you want to determine
destinations at scan time, if you want to scan using Internet Fax,
or if you have sensitive information that you do not want to be
viewed by other SMARTsend users.
sheet for the workflow. Use this option if you want to determine
destinations at scan time, if you want to scan using Internet Fax,
or if you have sensitive information that you do not want to be
viewed by other SMARTsend users.
Publish workflow to Xerox Multifunction Device allows you to create a new device scan template for the
workflow.