Xerox SmartSend Support & Software Guida Utente
Document Name and Type
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Document Name and Type
The Document Name and Type page is used to configure the file name, type, and format of the scanned
documents created with SMARTsend.
documents created with SMARTsend.
To access the Document Name and Type 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 change
the document name or format.
the document name or format.
3
Click Edit this workflow from the list of workflow tasks in the left panel.
4
From the Workflow Editor click Document Name and Type from the left panel.
Document Name
The Document Name options define the output file name of file to be generated. Identification information
is applied after the document is scanned. Determine the constraints (such as the characters allowed and the
file overwrite policy) of your filing destinations before naming the output document.
is applied after the document is scanned. Determine the constraints (such as the characters allowed and the
file overwrite policy) of your filing destinations before naming the output document.
The ability to change the output file name (Document Name) at scan time is subject to the following
conditions:
conditions:
When using device scan templates on Xerox WorkCentre Pro 232/238/245/255/265/275 or newer
devices, you will be unable to change the Document Name at scan time unless the Name Provided at
Scan Source option is selected in the workflow. This constraint does not apply to older devices which
will allow you to override the Document Name at scan time, regardless of the naming option specified
in the workflow.
devices, you will be unable to change the Document Name at scan time unless the Name Provided at
Scan Source option is selected in the workflow. This constraint does not apply to older devices which
will allow you to override the Document Name at scan time, regardless of the naming option specified
in the workflow.
When using PaperWare templates containing editable Document Attributes on Xerox WorkCentre Pro
232/238/245/255/265/275 or newer devices, you will always be permitted to modify the Document
Name at the device user interface. However, the document naming option that will be used to distribute
the document will be the one specified in the workflow used to publish the template.
232/238/245/255/265/275 or newer devices, you will always be permitted to modify the Document
Name at the device user interface. However, the document naming option that will be used to distribute
the document will be the one specified in the workflow used to publish the template.
The My_E-mail scan template will always use a Document Name provided at the scan source and a user
will be able to modify it at scan time at all supported devices.
will be able to modify it at scan time at all supported devices.
Name
The Name specifies the name of the output file. The naming options are as follows:
Name: Enter a file name for the output document. The name you enter can contain alphanumeric
characters, dashes, and underscores. Spaces are not allowed. This name will be the base file name of the
output file. If a name suffix is specified, the resulting output file name is the base file name entered in
this edit box, appended by the suffix (either date and time, a unique ID, or nothing at all) and file
extension. That is, the resulting output file name will be in the following form:
characters, dashes, and underscores. Spaces are not allowed. This name will be the base file name of the
output file. If a name suffix is specified, the resulting output file name is the base file name entered in
this edit box, appended by the suffix (either date and time, a unique ID, or nothing at all) and file
extension. That is, the resulting output file name will be in the following form:
Base File Name + Suffix + File Extension
If no suffix is specified, the resulting output file name will be in the following form:
Base File Name + File Extension
N
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The Document Name and Type page is also accessed from the Add New Distribution Workflow
link when a workflow is created.