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 deliver these to the selected workflow destination. Otherwise, the Printix Cloud automatically selects 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 is possible to use capture on Ricoh printers, but it requires a specific setup that is described in How to install Printix Go on a Ricoh printer without using the Printix Client.
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	2025.4.0.0 Capture version 2025.4.0.0	Yes
Canon	Print + Capture combined, version 2025.4.0.146 Login app version 2025.4.0.147	Yes
Epson	2025.4.0.0	No
Fujifilm	2025.4.0.9 Capture version 2.5.0.2	Yes
HP	2025.4.0.0 Capture version 2025.4.0.0	Yes
HP Workpath	2025.4.0.9	No
Konica Minolta	2025.4.0.0 Capture version 2025.4.0.0	Yes
Kyocera	2025.1.0.4 Capture version 2025.1.0.4	Yes
Lexmark	2025.4.0.12 Capture version 2025.4.0.4	Yes
Ricoh	Print + Capture combined, version 2025.4.0.111 Installer version 2025.4.0.111	Yes
Xerox	2025.4.0.0 Capture version 2025.4.0.0	Yes

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.