- Select Menu
, Settings
.
- Select the Capture workflows
tab.
- Select Create workflow.
- 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:
- 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.
- Select Printer for scanning of pages on printers with Printix Go and Printix Capture.
- 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).
- 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.
- Select PDF to output document in PDF format.
- 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.
- Select Create.
- Verify that the workflow works as expected.
- Activate the workflow.
- Optionally make the workflow available to selected groups.
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