On the Capture workflows tab, you can create, modify, and delete workflows.

To get here:

  1. Select Menu , Settings .
  2. Select the Capture workflows tab.

Additional tabs:

  1. Select Search .
  2. Enter a workflow name.
    Uppercase and lowercase letters are treated the same.

Filters

  1. Select Filters.
  • Select Active to filter by this.
  • Select Source to filter by this.
  • Select Destination to filter by this.
  • Select File type to filter by this.

Sort by

  1. Select item to sort by this.
  2. Select item again to toggle the sort order: or .
  • Select Workflow name to sort by this.

Delete

  • To delete a workflow, select and Delete.
  • Select the workflow(s) and select Delete .
  • Select the check box at the top of the list to select all workflows.

How to create a workflow

  1. Select Create workflow.
  2. Configure the workflow, then select Create.

Settings

  • Workflow name
    The name of the workflow. Must not containing any leading or trainling spaces and must not contain the characters: \ / : * ? “ < >
  • Active
    Check this to make the workflow Active so users can use the workflow. This is unchecked by default. In Printix Go and Printix App administrators can always see and use all workflows.
  • All users can use this workflow
    Check this so all users can use the workflow (when it is active). This is checked by default.
  • Selected groups can use this workflow
    Check this and then add the groups who’s users can use the workflow.
    • Select Add group to add groups.
    • Select X to remove groups.

Source

  • Source
    Select between:
    • Printer
      Printer with Printix Go and Printix Capture.
    • Mobile
      Phone or tablet with installed native Printix App for Android or iOS/iPadOS.

Printer scan settings

  • Orientation
    This is the orientation of the original document. Select between Portrait and Landscape. The default is Portrait. On some printers, if Paper size is set to Select automatically, then Orientation may be ignored.
  • Paper size
    The default is Select automatically, but otherwise select between A3, A4, A5, A6, B4, B5, Ledger, Legal, Letter, Statement and Executive.
  • Color
    Select between Color, Grey and Black and white. The default is Grey.
  • Resolution.
    The resolution in dots per inch (dpi). Select between: 200, 300, 400 and 600. The default is 300 dpi.
  • 2-sided
    Check this to scan both sides of the paper.

Destination

  • Destination
    Select between:
    • Email
    • Microsoft OneDrive
    • Microsoft SharePoint Online
  • Email
    • To
      The default is {user_email}.
    • CC
      The default is empty.
    • BCC
      The default is empty.
    • Subject
      Enter an optional subject. It is possible to use the variables, like {workflow_name}.
  • Microsoft OneDrive
    Data will be written into the Printix application folder. The global admin in Azure AD must Grant access to OneDrive before OneDrive becomes available as a destination.
    • Destination profile
      Select Create destination profile. If you have an existing destination profile that can be used, then select Select destination profile.
      • In Folder, browse to the folder within OneDrive.
      • In Name, type a descriptive name for the destination profile.
  • Microsoft SharePoint Online
    The global admin in Azure AD must Grant access to SharePoint before SharePoint becomes available as a destination.
    • Destination profile
      Select Create destination profile. If you have an existing destination profile that can be used, then select Select destination profile.
      • In Site, select a SharePoint site.
      • In Document library, select a SharePoint document library.
      • In Folder, browse to the folder within the SharePoint document library.
      • In Name, type a descriptive name for the destination profile.

File name

  • File name
    The default is name of the workflow followed by time. Instead of using the workflow name, it is possible to construct the file name based variables available in the Default naming context drop down. New selection is always inserted at the beginning.
    • Printer ID. Only relevant if Source is Printer. Example: ASD
      Variable: {printer_id}
    • Printer location. Only relevant if Source is Printer. Example: Head office, Reception
      Variable:{printer_location}
    • Printer name. Only relevant if Source is Printer. Example: Reception
      Variable: {printer_name}
    • User name. Example: John Smith
      Variable: {user_name}
    • Workflow name. Example: Send email to me
      Variable: {workflow_name}
  • Date
    Select the date format: {MM_DD_YYYY}, {MM_DD-YYYY-TIME}, {DD_MM_YYYY}, {DD_MM_YYYY_TIME}, {YYYY_MM_DD}, and {YYYY_MM_DD_TIME} (default, example: 2022-12-31_23-59). Date and time are in UTC (Coordinated Universal Time).
  • File name prefix
    This will reflect you selection Default naming context and Date. It is possible to insert additional text.
    • Original example:
      {workflow_name}-{yyyy_dd_mm_dd_time}
    • Example with prefix text ‘test’ and {printer_id} variable:
      test{workflow_name}-{printer_id}-{yyyy_dd_mm_dd_time}

File type

  • File type
    Select between:
    • PDF
      It is possible to control Image quality and PDF compatibility.
      • Image quality
        The default is Medium. Select between High, Medium, and Low.
      • PDF compatibility
        The default is PDF 1.6. Select between: PDF 2.0, PDF 1.7, PDF 1.6, PDF 1.5, PDF 1.4, PDF 1.3, PDF 1.2, PDF 1.1, PDF 1.0, PDF/A-1b, PDF/A-2b, PDF/A-3b, PDF/A-2u, PDF/A-3u, PDF/A-1a, PDF/A-2a, PDF/A-3a, PDF/UA-1 and PDF/UA-2.
      • Language for OCR use
        The default is Select automatically. Select between these 27 languages: Arabic, Brazilian Portuguese, Chinese Simplified, Chinese Traditional, Czech, Dutch, English, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Polish, Russian, Spanish, Swedish, Danish, Finnish, Norwegian, Romanian, Slovakian, Slovenian, Thai, Turkish, and Vietnamese.
    • Microsoft Word
      The format is .docx. It is possible to control Image quality.
      • Image quality
        The default is Medium. Select between High, Medium, and Low.
      • Language for OCR use
        The default is Select automatically. Select between these 27 languages: Arabic, Brazilian Portuguese, Chinese Simplified, Chinese Traditional, Czech, Dutch, English, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Polish, Russian, Spanish, Swedish, Danish, Finnish, Norwegian, Romanian, Slovakian, Slovenian, Thai, Turkish, and Vietnamese.

Image processing

If Source is Mobile then image processing is controlled on the mobile.

  • Delete blank pages
    Check this to have blank pages deleted. This is unchecked by default.
  • Rotation
    Select between Rotate automatically, , 90°, 180°, and 270°. The default is Rotate automatically. The rotation is performed before any OCR.
  • Deskew
    Check this if you want captured images to be deskewed automatically. This is unchecked by default.
  • Crop
    Check this if you do not want captured images to be cropped automatically. This is unchecked by default.

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