13.98. How to create a workflow for email

1. Select Menu , Settings .
2. Select the Capture workflows tab.
3. Select Create workflow.

4. In the Settings section:
   • In Workflow name enter the name of the workflow.
   • In Active leave this unchecked for now.
   • Leave All users can use this workflow checked for now.
   • When you have verified that the workflow works as expected you can:
     • Activate the workflow.
     • Make the workflow available to selected groups.

5. In the Source section:
   • Select Printer for scanning of pages on printers with Printix Go and Printix Capture.
     • Make your selection for the printer scan settings: Orientation, Paper size, Color, Resolution and 2-sided.
   • Select Mobile for phone or tablet with installed native Printix App version 3.0.1 or later for Android or iOS/iPadOS.

6. In the Destination section:
   • Leave Destination profiles on Email.
   • In Send to user email leave it on To if the user is to receive the email, as represented by the variable {user_email}. Select CC or BCC if you would rather have the user be on copy or blind copy.
   • In To: there must be at least one email recipient. Use comma to separate multiple remail recipients.
   • Optionally select CC:. Leave it empty or enter one or more email recipients.
   • Optionally select BCC:. Leave it empty or enter one or more email recipients.
   • In Subject enter an optional subject. It is possible to select and paste variables, like {workflow_name}.
   • In File name enter the file name. It is possible to select and paste variables, like {workflow_name}.
     • Date and time are in UTC (Coordinated Universal Time).

*To prevent sending of spam emails an email recipient MUST either be registered as a user in your Printix Home or have the email domain of your organization (Example: @acme.com). If the same email recipient is listed multiple times, the user will receive multiple emails.

7. In the File type section:
   • Select PDF to output document in PDF format.
     • In Image quality select the image quality.
     • In PDF compatibility select the PDF compatibility.
     • In Language for OCR use select Select language to select the languages for OCR use.
   • Select Word to output document in DOCX format.
     • In Image quality select the image quality.
     • In Language for OCR use select one or more languages.

8. In the Image processing section:
   If Source is Mobile then image processing is controlled on the mobile.
   • In Delete blank pages optionally check this to have blank pages deleted.
   • In Rotation select the rotation. The rotation is performed before any OCR.
   • In Deskew optionally check this to have captured images deskewed automatically.
   • In Crop optionally to have captured images cropped automatically.

9. Select Create.

10. Verify that the workflow works as expected.
11. Activate the workflow.
12. Optionally make the workflow available to selected groups.