Management Interface - Scan Workflows

Overview

Scan workflows create digital content from paper documents consistently and accurately.

Configure scan workflows by accessing the Scan Workflows section of the YSoft SafeQ management interface.images/download/attachments/160483774/ScanWorkflows-homePageCallouts.png The Scan Workflows section contains two subsections:

  • "Workflows" – in this section, scan workflows are configured and made available to YSoft SafeQ terminal users. For more details, please refer to Workflows List.

  • "Connectors" – in this section, connectors are configured to external systems that serve as the final destinations of documents scanned using scan workflows. For more details, please refer to Connectors List.

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NOTE: To get started quickly with creating the first scan workflow, we recommend administrators read Workflow Basics.

Core Workflows vs. Advanced Workflows Capabilities

The Scan Workflows configuration options available in the YSoft SafeQ management interface will differ depending on whether your YSoft SafeQ license is the Core Workflows or Advanced Workflows module.

Throughout this guide, features available in the Advanced Workflows module license are marked with the ADVANCED WORKFLOWS label.

For more detail about YSoft SafeQ licensing, please refer to Licensing.