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5845/5855/5865/5875/5890
User Guide 231
Updating the Workflow Scanning Templates List on the Device
Workflow Scanning converts hard copy documents into electronic images and saves them into
network filing destinations (repositories).
A Template must be used when a scan is made - the template contains the filing destination
address and other scan settings such as the image quality. When making a scan you can edit the
scan settings but not the filing destination.
Note: This option must be made available by your System Administrator.
If Authentication or Accounting has been enabled on your device you may have to enter login
details to access the Workflow Scanning features.
To store images in a folder, select the template required and scan your images.
Use the Update Templates option to retrieve new or updated templates. Out-of-date items are
removed from the list during an update.
Templates are created in Internet Services by your System Administrator.
1. Press the Services Home button.
2. Select the Workflow Scanning button on the touch screen.
Note: If your System Administrator has added mandatory fields to the default template you
will be asked to complete the required document information as soon as you select the
Workflow Scanning button.
3. If required, select the Workflow Scanning tab. This is usually the active tab when the Workflow
Scanning service opens.
4. If required, select a type of template other than All Templates to activate the Advanced
Settings tab.
5. Select the Advanced Settings tab.
6. Select the Update Templates button.
7. Select the Update Now button.
8. Select the second Update Now button to confirm the update.
Note: Selecting this option may cause a delay and the Workflow Scanning service will be
unavailable for several minutes. The delay does not affect the other services available on the
device.
9. Select the Close button.
10. Press the Job Status button on the device control panel to view the job list and check the status
of the job.
More Information
Explaining What Workflow Scanning Does and How It Works
Using a User ID to Log In at the Device
Using Internet Services to find System Administrator Contact Details
System Administrator Guide www.xerox.com/support.
Assigning Descriptive Data to a Workflow Scanning Job
Creating a New Template in Internet Services
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