How To: Create Scan Workflows

Relevant Products

BREEZE MFP PRO MFP

Time to Build Your Scan Workflows! ✨

Now that you've got your scan connectors set up, it's time to create the actual scan workflows that your users will see at their MFPs. Think of workflows as the user-friendly menu options that transform your behind-the-scenes connectors into real, clickable choices.

What Makes Workflows Special? While connectors are the foundation, workflows are where the magic happens for your end users. This is where you get to customize the scanning experience - deciding everything from whether documents scan simplex or duplex, to making them searchable, to choosing exactly where they land.

Two Powerful Demos Coming Your Way!

We've prepared two demonstrations that cover the most popular scanning scenarios.

Ready to create workflows that'll make your users smile? Let's jump in! 🎯

🔧 Demo #1: Email Workflow with Smart Customization We'll create a straightforward email workflow using standard settings, we'll show you exactly where to tweak key options like:

  • Simplex vs. Duplex scanning (because sometimes you need both sides, sometimes you don't!)


📁 Demo #2: OneDrive for Business - The Power User's Dream This one's packed with advanced features your users will absolutely love:

  • Folder browsing - Let users navigate and choose exactly where their documents go

  • OCR - Transform scanned images into searchable, selectable text

  • Choosing a Document Format - Making documents that work as hard as your users do

Almost There! Time to Share the Scan Workflows! 🎉

Congratulations! You've just built some amazing scan workflows that are ready to make your users' lives easier. But here's the thing - Your users can't see or use them yet!

The Final Part - Now you need decide who gets access to what. You get to choose exactly which users or groups can see and use each of your scan workflows.

What's Next? In our next guide, we'll walk you through the simple process of assigning your new scan workflows to the right people. Whether you're working with individual users or entire groups, we'll show you how to get everyone connected to exactly what they need.

Ready to complete your scanning setup? Let's make sure everyone gets their perfect scanning experience! ➡️