Relevant Products
BREEZE MFP PRO MFP
Time to Connect Users to Their Perfect Workflows! 🔗
You've successfully created your scan connectors and built some workflows - there's one crucial step left before your users can start enjoying that seamless scanning experience.
It's time to assign access!
Why Access Control Matters Not every workflow is right for every user. Maybe your accounting team needs access to that specialized invoice scanning workflow, while the IT team just needs basic email scanning. Or perhaps you want to roll out a SharePoint workflow to power users first before sharing it company-wide.
See It in Action - Two Real-World Scenarios! 🎯
We've designed our demonstration to show you two common access patterns that you'll likely use in your own environment:
📧 Email Workflow: Company-Wide Access First, we'll show you how to give all users access to your email scanning workflow. This makes perfect sense - after all, everyone needs to scan and email documents from time to time!
📁 OneDrive Workflow: Team-Specific Access Then we'll get more targeted by assigning your OneDrive for Business workflow specifically to the Sales team. This is a great example of strategic rollout - maybe the Sales team handles lots of client documents that need organized storage, while other departments aren't quite ready for this advanced workflow yet.
These two scenarios will give you hands-on experience with both broad access (everyone) and targeted access (specific groups), so you'll be ready to handle any access scenario that comes your way.
Let's dive in and see how easy it is to connect the right people to the right workflows! 🚀
One Final Step for OneDrive, SharePoint and Google users! 🔗
Before your Sales team can start enjoying their new OneDrive for Business, SharePoint and Google workflows, there's one crucial step they need to complete.
IT admins need to authorise the app first, and then each user will need to click the authorization link in the SAFEQ Cloud portal to connect their accounts. This is giving SAFEQ Cloud permission to deliver their scanned documents safely to their destination - without this authorization, the workflow won't appear as an option at the MFP.
Make sure to let your teams know that this quick authorization step is essential. It's a simple one-time setup that unlocks all that scanning goodness we just configured.
You're All Set! 🎊
Congratulations! You've just completed the full scanning setup journey - from creating connectors and workflows to assigning the perfect access for your users. Your team is now ready to enjoy a smooth, efficient scanning experience that's tailored exactly to their needs.
Want to Become a Scanning Superstar? What we've covered today is just the beginning of what SAFEQ Cloud scanning can do. There's a whole world of advanced features, customization options, available within SAFEQ Cloud.
Dive Deeper with Our Complete Documentation Head over to our main scanning documentation to explore:
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Advanced workflow customization options
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Scan to Google Drive, SharePoint and https endpoints.
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Additional OCR features such as redaction
Whether you're looking to fine-tune your current setup or explore cutting-edge scanning capabilities, our comprehensive documentation has everything you need to become a true scanning expert.