Xerox 7765 Updating the List of Templates at the Control Panel, Configuring a Validation Server

Scanning

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 > Template Pool Setup.

2.Your template pool repository can be configured to transfer files using FTP, SMB, HTTP, or HTTPS. Configure the settings by following the same instructions as you did when setting up the file repository. Refer to the following:

•FTP: FTP on page 107.

•NetWare: NetWare NCP on page 107.

•SMB: SMB on page 108

•HTTP or HTTPS: HTTP/HTTPS on page 109.

Note: The format for a directory path for FTP is /directory/directory, for SMB, the format is \directory\directory.

Updating the List of Templates at the Control Panel

If you are storing templates on your network in a template pool repository, when you make any changes to the templates in the repository, you can update the list of templates that displays at the control panel.

1.Press the Services Home button on the control panel, then touch the Workflow Scanning icon.

2.Touch the Advanced Settings tab.

3.Touch Update Templates.

4.Touch Update Now and touch Confirm.

Note: If you are not using a template pool repository, selecting Update Now returns a partial list of templates. This option does not update templates created using the Xerox Scan Utility (XSU).

Template Display Settings on the Control Panel

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 > Display Settings.

2.To specify the template that will display at the top of the list, under Templates, select the template and click Update.

3.To prevent users from using the Default Workflow Scanning template, under Default Template Display, select Hide Default Template in the Templates list.

4.To require users to select a template before they press the Start button, under Template Selection, select User must select template before pressing Start button.

Configuring a Validation Server

Scan metadata entered at the printer control panel can be verified against a list of valid values by a validation server.

114WorkCentre 7755/7765/7775 Multifunction Printer System Administrator Guide