How to create a workflow for Microsoft OneDrive

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 cleared for now.
- Leave All users can use this workflow selected 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 a phone or tablet with the Printix App version 3.0.1 or higher installed.
In the Destination section:
- In Destination profiles, select Microsoft OneDrive.
- In Select destination profile, select among existing OneDrive destination profiles.
- Select Create destination profile to create a new destination profile.
  - How to create a destination profile for Microsoft OneDrive
  - How to grant access to Microsoft OneDrive
- In Folder, enter an optional folder. It is possible to select and paste variables, such as {workflow_name}.
  
  Root is the user's My files in OneDrive.
- In File name, enter the file name. It is possible to select and paste variables, such as {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, then 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, image processing is controlled on the mobile.
- In Delete blank pages, optionally, select this to have blank pages deleted.
- In Rotation, select a rotation. The rotation is performed before any OCR.
- In Deskew, optionally, select 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 OneDrive

Select Create destination profile.
Select Destination.

If only one is available, it is selected automatically. Otherwise, select one.
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.
Grant access to the selected destination by selecting Grant access to Microsoft OneDrive.
On the Microsoft sign-in page:
- Enter your administrator account.
  
  You must have the global administrator role in Microsoft Entra ID to grant access to Microsoft OneDrive.
- Enter Password.
Select Sign in.
Printix will ask you for permission to:
- Sign in and read user profile.
- Read and write files in all site collections.
Select Accept.
Fill in the form.
- In Name, enter a name for the destination profile.
The destination profile must be named differently than any existing Microsoft OneDrive destination profile.
Select Create.
- A Microsoft OneDrive destination profile can be used only with users from the same Microsoft Entra directory that was selected in Step 1 when configuring the destination profile. Otherwise, the capture workflow configured with a OneDrive destination profile will fail.
- If you do NOT use Microsoft Entra groups, the User Principal Name MUST be the same as the user's email address. Otherwise, the capture workflow configured with a OneDrive destination profile will fail.