Xerox SmartSend Support & Software User Guide
Appendix B: Sample E-mail Workflow Creation
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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.
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 heading.
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.
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.
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.
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.
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.
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 >>.
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.
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).
name specified above (myDocName).
12
Select a Document Type. For this example, select PDF, Image Only (*.pdf).