Xerox SmartSend Support & Software User Guide
Adding a Distribution Workflow
3-5
Adding a Distribution Workflow
There are two ways to create a workflow. A new workflow can be created by using a wizard which steps the
user through the process of defining the workflow. Alternatively, a new workflow can be created by basing
the new workflow on an existing workflow.
user through the process of defining the workflow. Alternatively, a new workflow can be created by basing
the new workflow on an existing workflow.
Creating a New Distribution Workflow
Any user can create a new workflow. A wizard leads the user through the steps necessary to define the
workflow, including defining the document destinations, defining the filename and formats, specifying the
document attributes, and determining the workflow settings.
workflow, including defining the document destinations, defining the filename and formats, specifying the
document attributes, and determining the workflow settings.
To create a new distribution workflow:
1
Navigate to the User Home Page and click Add New Distribution Workflow under the Workflows
heading.
heading.
2
Select the desired destinations for the scanned output files. For destinations that have already been
configured, checkboxes will be displayed. Select a configured destination by selecting the checkbox for
the destination. If a desired destination is not listed, go to the destination type and click add locations.
See Document Destinations on page 3-10 for detailed information on adding destinations.
configured, checkboxes will be displayed. Select a configured destination by selecting the checkbox for
the destination. If a desired destination is not listed, go to the destination type and click add locations.
See Document Destinations on page 3-10 for detailed information on adding destinations.
3
Click Next >>.
4
Specify the document name and type. See Document Name and Type on page 3-25 for detailed
information.
information.
5
Click Next >>.
6
Specify the document attributes. See Document Attributes on page 3-35 for detailed information.
7
Click Next >>.
8
Specify the workflow settings. See Save Workflow on page 3-41 for detailed information on specifying
workflow settings.
workflow settings.
9
Click Next >>.
10
At the Save Workflow page review the workflow details specified in the previous steps. If something
needs to be changed, click the Change buttons on the page to return to the previous screens. Otherwise,
click Finish to create the workflow.
needs to be changed, click the Change buttons on the page to return to the previous screens. Otherwise,
click Finish to create the workflow.
If you specify that the workflow is to be published later, you will be returned to the User Home Page.
Otherwise, the appropriate Publish Workflow page will be displayed. See Chapter 5, Publishing Workflows
for information on publishing workflows.
Otherwise, the appropriate Publish Workflow page will be displayed. See Chapter 5, Publishing Workflows
for information on publishing workflows.