How to create a workflow for Microsoft SharePoint Online
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Select
Menu
> Settings
.
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Select the
Capture
workflows
tab.
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Select
Create workflow.
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In the
Settings section:
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In Workflow name, enter the name of the workflow.
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In Active, leave this cleared for now.
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Leave All users can use this workflow selected for now.
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When you have verified that the workflow works as expected, you can:
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In the
Source section:
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Select Printer for scanning of pages on printers with Printix Go and Printix Capture.
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Make your selection for the printer scan settings: Orientation, Paper size, Color, Resolution, and 2-sided.
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Select Mobile for a phone or tablet with the Printix App version 3.0.1 or higher installed.
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In the
Destination section:
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In Destination profiles, select Microsoft SharePoint Online.
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In Select destination profile, select among existing SharePoint Online destination profiles.
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Select Create destination profile to create a new destination profile.
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In Folder, enter an optional folder. It is possible to select and paste variables, such as {workflow_name}.
Folder will be created as a subfolder to the Folder defined in the Destination profile.
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In File name, enter a file name. It is possible to select and paste variables, such as {workflow_name}.
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Date and time are in UTC (Coordinated Universal Time).
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In the
File type section:
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Select PDF to output document in PDF format.
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In Image quality, select the image quality.
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In PDF compatibility, select the PDF compatibility.
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In Language for OCR use, select Select language, then select the languages for OCR use.
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Select Word to output document in DOCX format.
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In Image quality, select the image quality.
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In Language for OCR use, select one or more languages.
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In the
Image processing section:
If Source is Mobile, image processing is controlled on the mobile.
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In Delete blank pages, optionally, select this to have blank pages deleted.
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In Rotation, select the rotation. The rotation is performed before any OCR.
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In Deskew, optionally, select this to have captured images deskewed automatically.
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In Crop, optionally, to have captured images cropped automatically.
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- 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 SharePoint Online
- Select Create destination profile.
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Select
Destination.
If only one is available, it is selected automatically. Otherwise, select one.
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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 SharePoint Online.
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On the Microsoft sign-in page:
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Enter your administrator account.
You must have the global administrator role in Microsoft Entra ID to grant access to Microsoft SharePoint Online.
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Enter Password.
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- Select Sign in.
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Printix
will ask you for permission to:
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Sign in and read user profile.
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Read and write items in all site collections.
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Select
Accept.
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Fill in the form.
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In Name, enter a name for the destination profile.
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In Site, select site.
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In Document library, select document library.
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In Folder, select folder. There might not be any folders. Folders can also be specified when you create a workflow for SharePoint.
The destination profile must be named differently than any existing Microsoft SharePoint Online destination profile.
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- Select Create.