Step 6. Create basic scanning workflow
Scanning workflows are defined by the destinations, parameters and the actual scanning workflow. In this example we will create a basic scanning workflow which will send the document to authenticated user in word format via email. This part does not describes all options of scan workflows. To see detailed description go to Scan Workflows.
As a first step we need to create destination which will be used in workflow.
To create the destination please follow the process bellow:
1. Open the section Scan > Scan destinations and Click on button to add new scan workflow. |
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2. In the edit destination set following parameters: - Title - name of destination - Type - select the Email because we want to deliver document to the user email - SMTP server - ip address or dns name of smtp server via which you want to send the email - Port - port of SMTP server - Use SSL - check if the SSL communication is required by the SMTP server - Login - user login to SMTP server (if not required than leave it empty) - Password - password of user - Sender - email address of sender - Recipient - email address where the email shall be sent. We will use the paramter [user_email] which is automatically replaced by the email of authenticated user. - E-mail subject - subject of the email - Email body - body of the email |
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3. Click on SAVE button. |
After the creation of destination we need to create Scan workflow:
1. Open the section Scan > Add workflow. |
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2. In edit workflow dialog fill following settings. - Title - enter the name of workflow - Icon - select the icon of workflow In scan settings unlock the sides, media size and separate scan by Click on button Skip the parameters and OCR zones. In output options fill following settings: - Filename - enter the name of file. In our case we will use the parameter [timestamp] which will be replaced by current timestamp. - Filetype - select *.docx (Microsoft Word) - Image processing - select the operation which shall be done up to the scanned document - Separation - leave one document - Removal blank pages - leave include all pages - OCR recognition mode - leave accuracy - OCR language - select the language of document which you want pro proceed - Save metadata - none - Destiantion - leave USer Email created in previous step |
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3. Click on SAVE button. |








