How to create a workflow for Microsoft SharePoint Online - Printix Administrator Manual - 1

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:
  - Activate the workflow.
  - Make the workflow available to selected groups.

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.

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 .
- How to create a destination profile for Microsoft SharePoint Online.
- How to grant access to Microsoft SharePoint Online.

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.

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.

13.100. How to create a workflow for Microsoft OneDrive

13.102. How to activate a workflow

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