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 describe the options available around each major function in the Workflow Area.

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

Before you start using the Workflow Area, it is necessary to design a Workflow in PaperSave Configuration Area. Once the desired Workflow is created and the necessary configurations are done in the Configuration Area, then you are ready to utilize the 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
  • Scan using a Check Scanner
  • Drag files to upload or select files from your file explorer
• Raising Workflow events
• Validate and submit workflow documents
• View Workflow documents in the item viewer