Xerox SmartSend Support & Software 用户指南
Distribution Workflows
SMARTsend
Document Name
Document Name
60
Document Attributes
The Document Attributes page is used to add additional information to scan documents for filing and
managing documents in specific destinations. Document attributes, commonly called "metadata," are
the properties that describe the output document. They are stored with the document and help
organize filing to document destinations.
managing documents in specific destinations. Document attributes, commonly called "metadata," are
the properties that describe the output document. They are stored with the document and help
organize filing to document destinations.
Fields for a particular workflow can be set using the Fields region. Alternatively, a profile can be used as
a shortcut to apply fields to a workflow.
a shortcut to apply fields to a workflow.
To access the Document Attributes 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 document attributes.
change document attributes.
3.
Click Edit this workflow from the list of workflow tasks in the left panel.
4.
From the Workflow Editor click Document Attributes from the left panel.
The Document Attributes page is also accessed by following the workflow creation wizard when a
workflow is created.
workflow is created.
Document Attribute Profiles
Document profiles are sets of document attribute fields configured for reuse. Using a profile eliminates
the need to configure attribute properties for each workflow. Each field in the profile is associated or
mapped to a corresponding field for one or more destinations.
the need to configure attribute properties for each workflow. Each field in the profile is associated or
mapped to a corresponding field for one or more destinations.
A document profile may include default or custom attribute properties and mappings that are
common to a specific workflow. Typically, document profiles are listed by workflow document
destinations. For example, the profile FTP only is a document profile for an FTP destination. The Basic
document profile (containing Title and Description fields) is installed with SMARTsend. If specific
attributes are used often, then a specialized profile should be customized and saved for these
attributes.
common to a specific workflow. Typically, document profiles are listed by workflow document
destinations. For example, the profile FTP only is a document profile for an FTP destination. The Basic
document profile (containing Title and Description fields) is installed with SMARTsend. If specific
attributes are used often, then a specialized profile should be customized and saved for these
attributes.
For example, if Name and Version attributes are often needed, a profile can be created which groups
these attributes under a profile. A mapping is then made of these attributes to fields for one or more
destinations. For the DocuShare destination, the Name attribute in the profile can be mapped to the
Title field on DocuShare, and the Version attribute can be mapped to the Description field on
DocuShare.
these attributes under a profile. A mapping is then made of these attributes to fields for one or more
destinations. For the DocuShare destination, the Name attribute in the profile can be mapped to the
Title field on DocuShare, and the Version attribute can be mapped to the Description field on
DocuShare.