Create a first workflow

Create a first workflow in AutoStore to verify that the Unified Client for Xerox is set up correctly. This workflow scans a document to a folder. For more information about setting up workflows and additional provided workflows, see Welcome to Workflow Job Submission.

  1. In AutoStore, go to AutoStore Process Designer (APD).
  2. Select Home > New.
  3. In the Task Properties window, define settings for the workflow and click OK.

    A new workflow canvas appears.

  4. Click and drag the Unified Client icon from the Capture list located on the left side of the AutoStore Process Designer Toolbox anywhere on the workflow canvas.

    This Unified Client icon adds capture functionality for the Xerox devices on which AutoStore is installed.

  5. Scroll to the bottom of the Route list and click and drag Send to Folder to the workflow.
  6. Right-click the Unified Client icon and select Properties.
  7. Select the Preferences tab and make sure the settings under Server match the ones you specified in DRS.

    If you are using the default values in DRS, type 3310 in the Web Server Port field, and leave Use SSL unselected. Otherwise, ensure that these values match the ones you set in DRS.

    Note:

    Verify and ensure that no other AutoStore Capture components are using the same Web Server Port simultaneously.

  8. On the Groups tab, click Common Group for the Xerox component configuration.
  9. Select Add Form > Basic Form and do the following:
    1. Select Xerox from the list of devices.
    2. Name the form "Sample."
  10. Click the Components tab and configure the folder to receive scans. Do the following:
    1. Click ... next to Folder path and create a folder such as C:\Scans to send scans to.
    2. Click ... and add the path of the destination folder.
    3. Make sure Rename file is selected so that file names are unique.
    4. Click OK.
    5. Click Save to save the configuration to a folder, such as C:\asconfigs.
  11. Click Start at the top of the AutoStore Process Designer window.

    You should now be able to use this workflow from the device.