Scanning

update the template list from the control panel, see Updating the List of Templates at the Control Panel on page 114.

4.If you are using a template pool repository, the printer must access the repository to access the network templates. Under Login Source, select None to allow the printer to access the repository without authenticating, or select one of the following:

Authenticated User: The authentication server controls access to the template pool.

Prompt at User Interface: Select this if you do not have an authentication server. Users are prompted to type in a user name and password at the printer's control panel when they attempt to access a network template.

Prompt if Authenticated User Does Not Match Template Owner: Users are prompted to authenticate when their credentials do not match the template owner.

Under Job Log, select User Name or Domain if you want these to display in the Job Log. The Job Log is filed with scanned image files if you have added Document Management Fields to a template. For details, see Adding Document Management Fields on page 111.

5.Click Apply.

Setting Scanned Image File Naming Conventions

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 > Advanced > Custom File Naming.

2.Under File Naming, select one of the following:

Auto: Type a prefix for the scanned image file name.

Custom Naming: Under Display, select the elements you want to use to build the file name. As you select display elements, they display in the Position field. The display elements are:

Date

Time

Job ID

User ID

Custom Text: Type any custom text that want to display in the file name. For example, select the first Custom Text field and type an underscore ( _ ). The underscore displays in the Position field. You can include up to four Custom Text strings in the file name.

Position: Click an element in the Position field and then click the up and down arrow buttons to move the element into the correct position for the file name. The file name generated will use all the elements in the Position field, in order, from top to bottom.

Advanced: Type a string using variables to create the file name. For details, see CentreWare IS help.

Configuring Template Pool Repository Settings

If you want to store Workflow Scanning templates on your network, or if you are using a scanning management application such as SMARTsend, or ScanFlowStore, you must provide information about the server that will host the templates.

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Xerox 7775, 7765, 7755 manual Setting Scanned Image File Naming Conventions, Configuring Template Pool Repository Settings