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Scan workflows

Assuming you have Capture and Send licensed and set up, Fuji Xerox ECSP includes pre-set workflows, including Scan to email and Scan to my folder which can be used for most implementations without additional configuration. Fuji Xerox ECSP also allows you to send a scan using the information set up in a particular workflow. For example, this allows you to pre-populate fields such as Subject, and to automatically select delivery formats.

Detailed information on setting up Scan Workflows is found in the Kofax Equitrac Administration Help.

To scan a document using a workflow, do the following:

  1. On the Launcher screen, tap the button based on the Scan Workflow name, in this example Scan-to-Me.
    The Job Details screen appears with all fields pre-populated based upon what is set up in the workflow:

    The fields for which you must provide information depend upon server settings and scan destination. The following table outlines the scan destinations and possible associated fields:

      Scan-to-Me Email Network SharePoint RightFax
    From Y (auto fill option) Y      
    To Y (auto fill option) Y      
    Cc Y Y      
    Delivery Format Y Y Y Y  
    Body Y Y      
    Network Folder     Y    
    Fax Number         Y
    File Name Y Y Y Y  
    SharePoint Folder       Y  
    Compress to Zip Y Y      

  2. Select Next to enter the delivery format. Tap the Delivery Format field.
  3. Choose the required format and tap OK. The delivery format will be changed in the Job Details screen.
    A summary screen similar to this displays with the information you entered.
  4. If you want to adjust the scan settings, tap the Scan Settings. See Adjusting the Scan Settings.
  5. Place your document into the feeder or onto the glass/platen to be processed, then tap Scan or press the Start key on the MFP to begin the scan. During scanning, sheets are fed through the ADF or scanned from the glass.

    If you remove the pages, a dialog opens asking you to confirm that you want to cancel. If you touch No, scanning resumes when the pages are reinserted into the ADF or placed on the glass. If you touch Yes, scanning ends. Canceling scanning affects only the Scan Job currently in progress. Any scan jobs that you have completed, but not yet finished, remain. The value for Total Pages at the top of the display provides feedback about how many pages have been scanned, but not yet finished.

  6. After scanning is finished, the summary screen appears.
    • Select Cancel to purge all scans for this Scan Job. This way, the scan jobs will be canceled and the queue cleared. You will be returned to the Scan screen to select another scan option.
    • Select Scan to continue scanning another operation which delivers a scan to a particular end point using the same Scan Job details as the scan that has just completed. This does not send existing Scan Workflow to the destination.
    • Select Done to complete the Scan Workflow.

    When the Scan Job, containing all Documents for this session is completed the Done Document screen appears.

  7. Scan Another Document using the same Job Details as the previous or return to the Launcher to make another selection.