Mastering Document Workflow Configuration

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7 Questions

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

Capture and user input/process

Where can the list of available variables be found?

In the edit workflow section

What information should be entered to distinguish the workflow from others?

General information such as name and description

What should be selected and specific information provided when creating a workflow?

Destination connector or scan to script

What processing steps can be applied to documents in a workflow?

Barcode and OCR

Can users modify scan settings such as resolution, sides, and color?

Yes, users can modify scan settings

What should be done before providing access to a workflow?

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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