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Appendix C: Specifying a Custom Object in a SMARTsend Workflow

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The following procedure creates a SMARTsend workflow that stores a scanned document, with document 
attribute fields, to a DocuShare collection as a Custom Object.

1

From the SMARTsend User Home Page, click on the Add New Distribution Workflow... link.

2

On the Document Destination page, click on the add locations... link under the DocuShare section.

3

Enter the properties for the DocuShare destination, including the Custom Object Name to use when 
storing the document within DocuShare.

4

Click Next >>. 

5

On the Document Name and Type page, define the name and format to use for the distributed 
document(s).

6

Click Next >>.

7

On the Document Attributes page, select the DocuShare Only document attribute profile.

8

Click on the Add Field... link to add the appropriate fields for use withi the DocuShare Custom Object 
you have specified for your destination.

9

On the Attribute Properties dialog, add a document attribute field and map it to the appropriate 
DocuShare field defined in the Custom Object.

10

Click OK.

11

On the Document Attributes page, click on the Save as New Profile... link to save the fields as a new 
profile for later use in other workflows.

12

Click Next >>. Continue defining the workflow in the remaining screens and publish the workflow as 
needed.

The fields defined in the specified Custom Object will be available for attribute mapping. For 

example, if a law firm uses a document that stores the matter_id with each document, then a user 
may want to add a SMARTsend field named Matter_ID and map it to the DocuShare Custom Object 
field.