Getting Started with the Workflow Area

This guide contains details on all the functions and uses of the Workflow Area. It is organized into sections that deeply describe options available around each major function in the Workflow Area.

The best place to start learning is by going through the Quick Walkthrough of the Workflow Area and watching all of the “how-to” video tutorials presented for each step in the Workflow.

Before you start using the Workflow Area, You need to design Workflows in PaperSave Configuration Area. Once all the required Workflows are created and necessary configurations are done in Configuration Area, then you are ready to utilize Workflow Area to add, validate, submit, and view Workflow documents.

 

You can learn more about getting started with the Workflow Area in the video:

 

The following topics will help you explore the detailed features associated with each step in the Workflow Area:

• Choosing a Workflow
• Add Workflow documents using any of the following methods
  • Scan using TWAIN compliant scanner
  • Scan using Fujitsu fi-NX series scanner
  • Drag files to upload or select files from your file explorer
• Raising Workflow events
• Validate Workflow documents
• Submit Workflow documents
• View Workflow documents in the item viewer