Templates provide a way to preprogram scan job settings at the Xerox multifunctional device. You can customize selected settings so that they are optimized for your particular workflow.
You can perform the following operations on a template or a group:
- Copy a template and paste the template to a different group by right clicking on the template.
- Move a template from one group to another group by dragging the template to a different group.
- Create a template for a desired group by right-clicking the group and clicking Add.
Enter the general template and scanning attributes.
|Name||Enter the template name up to 20 characters long.|
|Description||Enter a description for the template name.|
|Format||Supported formats are:
The server supports the above output formats. The Xerox multifunctional device may support additional file formats. Please refer to the downstream process and route component requirements before selecting an output file format.
|Resolution||Select from the drop-down list:
The server only supports the above resolutions. The Xerox multifunctional device may support additional resolutions. Please refer to the downstream process and route component requirements before selecting a resolution.
|Color Mode||Select an option from the drop down list:
|Advanced Settings||Click this button to open the Advanced Settings dialog box in which you can configure the following options:
Document Management Fields
Once you have configured a template, you have the option to create, edit, and delete index fields for the scanned document. You can create up to 6 index fields for your workflow. The user enters the index field values at the device control panel.
|Prompt Name||Enter the prompt name. This name appears on the device control panel.|
|Field Name||Enter a field name that is used for RRT designation.|
|Default Value||Enter the default value for the field name. This field is optional. If a device does not support index fields, this value will still be available as a static RRT.|
Use the Component settings to configure the remaining process components and route component in your workflow. Click a component in the list that you want to activate or configure, and then click the Configure button to open the component settings dialog box. For information about configuring a component, click the Help button in a component settings dialog box.