- 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:
- In Destination profiles select Microsoft SharePoint Online.
- In Select destination profile select among existing SharePoint Online destination profiles.
- Select Create destination profile to create a new destination profile .
- In Folder enter an optional folder. It is possible to select and paste variables, like {workflow_name}.
Folder will be created as a subfolder to the Folder defined in the Destination profile. - 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.
How to create a destination profile for Microsoft SharePoint Online
- Select Create destination profile
- Select Sign in method (a Microsoft Entra directory configured on the Authentication page). If only one is available, it is selected automatically. Otherwise select one.
- Select Destination. If only one is available, it is selected automatically. Otherwise select one.
- Grant access to the selected destination by selecting Grant access to Microsoft SharePoint Online.
- On the Microsoft Sign in page:
- Enter your administrator account. You must have the role as global admin in Microsoft Entra ID to grant access to Microsoft SharePoint Online.
- Enter Password.
- Select Sign in.
- Printix will ask you for permission to:
- Sign in and read user profile.
- Read and write items in all site collections.
- Select Accept.
- Fill in the form.
- In Site select site.
- In Document library select document library.
- In Folder select folder. There might not be any folders. Folders can also be specified when you create a workflow for SharePoint.
- In Name enter a name for the destination profile.
- Select Create.
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