How to get started with capture and workflow

We recommend that you, as the system manager, go through the below steps so you and your users can get started with capture and workflow.

Check the requirements.
Evaluate from which sources (printer and/or mobile) your users need to capture data from.
- Optionally, select Act as capture gateway if you prefer Printix Client on a particular Windows computer on the printer's network to handle scanned documents and delivering these to the selected workflowdestination. Printix Cloud will otherwise automatically select an online Printix Client on the printer's network if none of the preferred computers are online.
Decide the kinds of workflows you need to create and to whom should workflows be available.
- Verify that the workflow works as expected.
- Activate the workflow.

Requirements for capture at the printer

Computer with Printix Client version 1.3.1253.0 or higher for Windows must be online on the printer's network during the use of Printix Capture.
It must be possible to ping computers by hostname. This is a requirement for HP and Konica Minolta because the printer/computer scan connection uses secure HTTPS communication, and to avoid having to renew certificates whenever the computer changes IP address it must be possible to reference the computer by hostname.
Printer must support Capture (see below).
- Install Printix Capture on the printer.

Vendor	Go version	Capture
Brother	2.3.0.0	No
Epson	2.3.0.0	No
Fujifilm	2.3.0.3	No
HP	2.3.0.0 Capture version 2.3.0.0	Yes
HP Workpath	2.3.0.10	No
Konica Minolta	2.3.0.0 Capture version 2.3.0.0	Yes
Kyocera	2.3.0.5 Capture version 2.3.0.5	Yes
Lexmark	2.3.0.4	No
Ricoh	2.1.3.21 Capture version 2.1.3.19 Installer version 2.1.3.17	Yes
Xerox	2.3.0.0	No

Platform	Version	Capture
Apple iOS/iPadOS	3.0.1	Yes
Google Android	3.0.1	Yes

Install Printix Capture so users can sign in at the printer with ID code or card to capture documents: [ Yes | No ]
- Check requirements.

Users want to use Printix App on their phone to capture and deliver images to their selected workflow destination: [ Yes | No ]
- Check requirements.

Email as workflow destination: [ Yes | No ]
- You can configure the subject of the email to not be empty by default.
- How to create a workflow for email.
Microsoft OneDrive as workflow destination: [ Yes | No ]
- You must have the global administrator role in Microsoft Entra ID to grant access to Microsoft OneDrive.
- You must use Microsoft Entra groups if you have any users whose email addresses are different from their User Principal Names (UPNs).
- How to create a workflow for Microsoft OneDrive.
Microsoft SharePoint Online as workflow destination: [ Yes | No ]
- You must have the global administrator role in Microsoft Entra ID to grant access to Microsoft SharePoint Online.
- How to create a workflow for Microsoft SharePoint Online.
Connector as workflow destination: [ Yes | No ]
- How to create a workflow for Connector.

Want to make workflow available to selected groups: [ Yes | No ]
- You must have the global administrator role in Microsoft Entra ID to enable Microsoft Entra groups.
- You must have a Google Workspace administrator account to enable Google groups.
- How to make a workflow available to selected groups.
If no group is selected, the activated workflow becomes available to all users.
- Workflows that are not active can only be used by you as an administrator.