Scanning

Authenticated User: The authentication server validates the user credentials against the LDAP server.

Prompt at User Interface: Users type their credentials at the control panel.

System: Login name and password credentials are specified in this field and stored in the printer. The printer uses the system credentials go log into the file server.

13.Type the Login Name and Password if the system will be directly accessing the file server.

14.Click Save.

Configuring the Default Template

Before you can use the Workflow scanning feature, you must create and edit a template. A template contains scan settings, and at least one destination for the scanned image files.

You must configure the default template before you can create a new template. After the default template is configured, all new templates created inherit the default template settings and should then be edited as required.

The default template cannot be deleted.

Note: If your printer is locked, you must log in as a system administrator. For details, see Accessing CentreWare IS on page 17.

1.In CentreWare IS, click Properties > Services > Workflow Scanning > Default Template.

2.Under Destination Services, select File to add File Destinations, and Fax to add Fax Destinations. Note: Server Fax must be installed to scan to a Fax Destination.

3.Add File Destinations, Fax Destinations, Document Management Fields, and configure other scanning options.

Adding a File Destination

1.Under File Destinations, click Add.

2.Select the required Filing Policy from the drop-down menu.

3.Click the Apply.

Adding a Fax Destination

1.Under Fax Destinations, click Add.

2.Type a fax number in the Add Fax Number field and click Add.

3.Under Delivery, select Delayed Send and type a time if you want to send the fax at a specific time.

4.Click Apply.

Adding Document Management Fields

You can add fields to the template to help you manage scanned image files. The fields will display when a user selects the template at the control panel. The user can type information about the document they are scanning. The information is filed with each scanned image file in the Job Log.

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Xerox 7765, 7755, 7775 manual Configuring the Default Template, Adding a File Destination, Adding a Fax Destination