› Printix Administrator › Settings › Capture workflows › Workflow properties

Workflow properties

Settings

  • Workflow name

    The name of the workflow. Must not contain any leading or trailing spaces and must not contain the characters: ~ " # % & * : < > ? / \ { | }

  • Active

    Select this to make the workflow Active so users can use the workflow. This is cleared by default. In Printix Go and Printix App, administrators can always see and use all workflows.

  • All users can use this workflow

    Select this so all users can use the workflow (when it is active). This is selected by default.

  • Selected groups can use this workflow

    Select this and then add the groups whose users can use the workflow.

    • Select Add group to add groups.

    • Select X to remove a group.

Source

  • Source

    Select between:

    • Printer

      Printer with Printix Go and Printix Capture.

    • Mobile

      Phone or tablet with the Printix App installed. 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.

Printer scan settings

  • Orientation

    The orientation of the original document. Select between Portrait 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.

  • 2-sided

    Select this to scan both sides of the paper. This is cleared by default.

Destination

  • Destination

    Select between:

    • Email

    • Microsoft OneDrive

    • Microsoft SharePoint Online

    • Connector

  • Email

    To prevent sending 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 email recipients.

    • CC

      The default is empty.

    • BCC

      The default is empty.

    • Subject

      Enter an optional subject. It is possible to use variables, such as {workflow_name}.

  • Microsoft OneDrive

    The global administrator in Microsoft Entra ID 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, select Select destination profile.

      • In Name, type a descriptive name for the destination profile.

  • Microsoft SharePoint Online

    The global administrator in Microsoft Entra ID 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, select Select destination profile.

      • In Name, type a descriptive name for the 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.

  • Connector

    Workflow data will be sent to the connector which stores them on a destination thereof according to the connector configuration.

    • Destination profile

      Select Create destination profile. If you have an existing destination profile that can be used, select Select destination profile.

      • In Name, type a descriptive name for the destination profile.

      • In Connector URL, enter the URL of the connector.

      • In Network, optionally, from the networks configured on the Networks page, select the network where the connector is hosted. Leave it blank if the connector is hosted on a public URL.

      • In Signature algorithm, select the signature algorithm to be used for communication with the connector.

      • In Shared secrets, add one or more shared secrets for communication with the connector.

  • 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/A-1b, PDF/A-2b, PDF/A-3b, PDF/A-2u, PDF/A-3u, PDF/A-1a, PDF/A-2a, 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.

Only select languages for OCR use if they are included in the documents. In particular, setting an Asian language for non-Asian texts (and vice versa) is likely to produce unusable results.

Image processing

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

  • Delete blank pages

    Select this to have blank pages deleted. This is cleared 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

    Select this if you want captured images to be deskewed automatically. This is cleared by default.

  • Crop

    Select this if you want captured images to be cropped automatically. This is cleared by default.