Xerox SmartSend Support & Software User Guide
Workflow Explorer
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Workflow Explorer
The Workflow Explorer page is used to access and manage workflows and is where the majority of
SMARTsend user operations are performed, including viewing, adding, editing, and publishing workflows.
Access the Workflow Explorer from the Home Page by clicking Manage My Workflows, which displays
only the workflows created by the user who is logged into SMARTsend, or by clicking View All
Workflows, which displays all workflows to which the user who is logged in has access.
SMARTsend user operations are performed, including viewing, adding, editing, and publishing workflows.
Access the Workflow Explorer from the Home Page by clicking Manage My Workflows, which displays
only the workflows created by the user who is logged into SMARTsend, or by clicking View All
Workflows, which displays all workflows to which the user who is logged in has access.
The left side of the Workflow Explorer contains the menus for Workflow Tasks and Workflow Views.
Details of the particular workflow selected on the right side of the Workflow Explorer are displayed in the
Details region on the left side.
Details of the particular workflow selected on the right side of the Workflow Explorer are displayed in the
Details region on the left side.
The right side of the Workflow Explorer displays the workflows in a table. The list of workflows can be
sorted by a particular heading by clicking on that heading. A workflow must be selected when editing or
publishing a workflow.
sorted by a particular heading by clicking on that heading. A workflow must be selected when editing or
publishing a workflow.
The following icons appear next to workflow names:
Indicates a workflow created by the user who is logged in.
Indicates a workflow created by a user other than the user who is logged in.
Indicates a private workflow created by the user who is logged in.
Indicates a PaperWare Scan Settings workflow.
Indicates a Search workflow (only available with the TrueMatch optional component).
Workflow Tasks
The Workflow Tasks region lists the tasks that are available to the user for the selected workflow. Except for
adding a new workflow, the task selected will operate on the workflow selected in the right panel.
adding a new workflow, the task selected will operate on the workflow selected in the right panel.
The tasks available will vary based upon the workflow selected. For example, if a workflow has not yet been
published, the tasks to view or delete the workflow publications will not be available for that workflow.
published, the tasks to view or delete the workflow publications will not be available for that workflow.
Workflow Views
View options allow you to view different listings of workflows and publications.
Show All
Click Show All to view all of the workflows to which you have access. This includes all public workflows
and only the private workflows that you have created.
and only the private workflows that you have created.
My Workflows
Click My Workflows to view all the public and private workflows that you have created.
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The My_E-mail workflow that comes with the SMARTsend installation cannot be deleted.