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Distribution Workflows
SMARTsend
Document Name
24
Workflow Overview
SMARTsend uses the concept of workflows to manage how scanned documents are converted to a 
digital format and then routed to various destinations. For example, a workflow can be created that 
will convert paper documents to PDF files and then route the PDF files to a document repository such 
as a DocuShare repository. The workflow can also specify multiple destinations, such as e-mail 
accounts, network folders, or any combination of document repositories.
Workflows offer:
Automation of frequently used tasks and settings
Versatile security options 
Simple use and maintenance
Workflows are a convenient method of combining scan job settings such as destinations, document 
name and type, document attributes, and imaging settings into a single entity that can be used and 
reused whenever appropriate. The Document Name and Type are properties that define and describe a 
scanned document. Defining the basic attributes for the scanned document, such as the file name and 
the type of digital format (for example, PDF, XPS, JFIF, Single-Page TIFF, Multi-Page TIFF, etc.), are 
essential to creating a usable workflow. SMARTsend also provides a way to add optional document 
attributes, commonly referred to as metadata, to scanned documents. These attributes are stored with 
the digital document and can be used to automate document storage, retrieval, and management 
tasks.
Workflows can be designated as either public or private. Public workflows are available for use by all 
SMARTsend users to view, use, and edit (if edits are saved, a copy of the original is made for this new 
owner). Private workflows can be viewed, used, deleted and edited only by the workflow owner 
(workflow creator). SMARTsend administrators can list, view, edit (without making a copy) and delete 
private or public workflows. Administrators do not publish workflows.
Workflows must be published to make them available for use when scanning documents. For 
information on publishing workflows, see