Mastering Document Workflow Configuration

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2 Questions

What are the two types of variables that can be used in creating a workflow?

Capture and user input/process

What should be done before providing access to a workflow for other users?

Test the workflow

Study Notes

  • Workflow can be created with or without configuring a connector
  • Two types of variables: capture and user input/process
  • List of available variables can be found in the Edit Workflow section
  • General information such as name and description should be entered to distinguish the workflow from others
  • Destination connector or scan to script should be selected and specific information should be provided
  • Processing steps such as barcode, OCR, and highlighter extraction can be applied to documents
  • Scan settings such as resolution, sides, and color can be selected and locked or modified by users
  • User input fields can be defined and rearranged to collect information from terminal users
  • Roles should be provided with access to the workflow
  • Workflow should be tested before providing access to other users

"How well do you know document workflow configuration? Test your knowledge and learn more about creating workflows with or without connectors, selecting destination connectors, applying processing steps, defining user input fields, and more. Take this quiz and become a document workflow pro!"

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