Workflow properties - Printix Administrator Manual

Settings

Workflow name
The name of the workflow. Must not contain any leading or trailing 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 a group.

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. Capture on mobile is intended for text-based documents and output is delivered in black and white.
  Supported image file formats: JPG, PNG, and TIFF.

Orientation
The orientation of the original document. Select between Portrait (default), Landscape, or Select automatically.
- Not all printers support the Select automatically function. For these printers, even though Select automatically is configured in the workflow, the printer always switches to the default Portrait option.
- On some printers, if Paper size is set to Select automatically, 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.
- Not all paper sizes (for example, Select automatically and A3) might be supported on some printers.

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. It is unchecked by default.

Destination
Select between:
- Email
- Microsoft OneDrive
- Microsoft SharePoint Online

Email
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.
- To:
  The default is {user_email}. There must be at least one email recipient. Use comma to separate multiple remail recipients
- 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
The global admin in Azure AD must Grant access to OneDrive before OneDrive becomes available as a destination. Data will be written into the My files folder or subfolders thereof according the workflow.
- Destination profile
  Select Create destination profile. If you have an existing destination profile that can be used, then select Select destination profile.
  - 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
The default is the name of the workflow followed by time. Instead of using the workflow name, it is possible to construct the file name based on Variable and Date.

Select and paste variable in fields (folder, file name or subject). A variable can only be used once in a field.

Variable
- 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 to email
  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 example
- 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
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/A-1b, PDF/A-2b, PDF/A-3b, PDF/A-2u, PDF/A-3u, PDF/A-1a, PDF/A-2a and PDF/A-3a.
  - Language for OCR use
    The default is English. Select Select language to select the languages for OCR use.
- 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 English. Select Select language to select the languages for OCR use.

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, 0°, 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 want captured images to be cropped automatically. This is unchecked by default.