Settings

  • Workflow name
    The name of the workflow. Must not containing 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

Supported image file formats for loading: BMP, DCX, GIF, HD Photo, JB2, JP2, JPEG, MAX, PCX, PDF, PNG, TIFF, XIFF, and XPS.

  • 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
    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

  • 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.

Variables 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

  • 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 and PDF/A-3a.
      • Language for OCR use
        The default is Select automatically. 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.

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

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