Scan a document

  1. Log in to the Unified Client for HP at the HP device with your credentials.
  2. Place the document you want to scan into the Automatic Document Feeder (ADF) or onto the glass of the scanner. You can place your document at the start of the workflow, or at any time prior to scanning.
  3. Select a Scan workflow from the available options. Scan workflows are typically set up in AutoStore Process Designer to simplify and automate the Scan process.
  4. Depending on the destination of your scan, you may be asked to provide specific meta data. These Job Details are associated with the Scan Job in question. This information determines specific attributes used in the routing and type of scan produced. Depending on how each Scan workflow is configured on the server, some Job Details are collected automatically based on your login information. Information that is collected automatically may be changeable. For example, your email address may be filled in automatically when sending a scan as a mail destination in the From attribute. However, if the configuration allows it, you can change this to a different address. In some cases, these attributes are configured to be static, in which case you cannot override them, and they may not appear altogether. For this reason, the changeable fields presented to you at the device may differ from Scan Task to Scan Task, and even from user to user, depending on the configuration. The list of metadata is configurable in AutoStore Process Designer but typically includes:
    • Scan to Email
      • To: The email address to route the completed scan. For this workflow, the To field typically auto-populates with the email address associated to the logged-in user. See Automatically complete To and From fields.
      • Cc: The email address of any other recipient to whom the user wants to send the scan.
      • Subject: The subject of the email when delivered. Typically, this defaults to Scan-To-Me.
      • Body: Any text the user wants to include in the body of the email message containing the resulting scan.
      • File Name: The name of the scanned file. This field typically auto-populates with system information.
      Note: When filling in multiple fields, users might need wait until the information in a previously completed field is applied.
    • Scan To Network Folder
      • Network Folder: The fully qualified UNC path to the network scan folder. The resulting scan is deposited into this location on the network.
      • File Name: The name of the scanned file. This field typically auto-populates with system information.
    Note:
    • If a field is static, you will not be able to change the information. These fields appear for your information only.
    • If a field has an asterisk (*) next to it, the field is required, and you must provide valid information for the field if not prepopulated.
    • If you want to change the Scan settings, such as paper size, DPI, or brightness, press Change to open a new dialog box. The options for Scan Settings are governed by the abilities of the HP device hosting the solution. Depending upon licensing and your configuration, full scan integration with AutoStore is supported. Make the changes you want, then save, and you will be returned to the scan workflow.

Automatically complete To and From fields

If you want to allows users to automatically complete the To and From fields for a scan, complete the following steps:
  1. From a Web browser, open the HP device's web administration site: https://<HPdeviceIP>.
  2. Log in with administrator credentials.
  3. Click the Scan/Digital Send tab.
  4. Select Enable Scan to Email.
  5. In the Outgoing Email Servers (SMTP) section, click Add to configure the SMTP server.
  6. Click Advanced Settings.
  7. In the Address and Message Field Control section, select User's address (sign-in required) for the From and To fields.