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Personalized Workflows

The eCopy Personalized Workflows is a user-login based wizard-like web application that enables end-users to create customized 'send-to-folder' workflows. It provides an alternative way for configuring various Quick Connect connector workflows, not requiring end-users to install eCopy ShareScan Administration Console on their computers. Using a visual interface with button-like controls, users can easily compile a Quick Connect connector workflow by simply modifying the administrator- preconfigured workflow elements.

Configuring a Personalized Workflow

Session Logon must be enabled for the Personalized Workflow to be functional. Two types of users can use these preconfigured workflows:

  • The logged-in user who created the personalized workflow
  • The user with whom the personalized workflow is shared via Active Directory security group or by other users

Observe the following steps to configure a basic personalized Quick Connect workflow:

  1. In the Administration Console, select the Quick Connect connector in the Connector tab of the Configure Connectors pane.
  2. Select the Enabled check box for Personalization feature in Display before preview screen expandable section of the Workflow group in the Connector Settings panel.
  3. Open the following URL in an internet browser: http://sharescanserver:9655/WorkflowEditor/index.html; the ShareScan Workflow Builder web application window appears.
    Only Internet Explorer 11 and Chrome are supported, in different browsers problems might arise.
  4. Click the + button in the Workflows section.
  5. In the Select destination dialog, click the Quick Connect connector name and then the green tick button to add the new workflow to the Workflows section.
  6. Modify the Quick Connect connector settings on the highlighted interface areas.
  7. Click the individual connector settings and adjust the options according to your needs and navigate through them via the white arrows.
    1. Specify Scanner Settings:
      • Color depth
      • Input Paper Size
      • Output Paper Size
      • Resolution
      • Sides
      • Scaling
    2. Specify Main screen settings:
      • Label
      • Choose file
    3. Specify File naming setting:
      • Method: Default, SpecifyName, AdvancedFileName
        • SpecifyName: type the desired name in the Specified name field.
        • AdvancedFileName: click the '+' button to add Name1, Name2, and so on to the list; click the '-' button to remove the selected name and click the arrow buttons to modify their order in the list.
    4. Specify Quick Connect destination settings:
      • Path
  8. Having modified the workflow, you can start using it by selecting the check box next to the workflow name in the Workflows section.
  9. Click the '+' sign in the Shared with section and type your query in the Find field and then click the magnifying glass icon to return a search result.
  10. Click any search result item to add to the Shared with section.