Document Management Fields - Xerox ColorQube 9201 User Manual

File
This option is used to select the filing location required for your scanned images.
A default filing destination is always available. If additional locations have been defined by the System
Administrator, these can also be added to the template.
1. To add a new destination, select Add.
The Filing Destination options are
displayed.
2. Select the Filing Policy required for
the destination if a file exists with the
same name:
• Add Number to Name
• Add Date & Time to Name
• Overwrite Existing File
• Do Not Save
3. Select the File Destination required using the drop-down menu.
4. If required, enter a document path for storing your scanned images.
5. Select Apply to add the new destination and exit the screen. The destination is listed.

Document Management Fields

This option enables users to assign
descriptive data to a scanned job.The
descriptive data can be accessed by other
software applications to assist in
searching, indexing and the automated
processing of scanned documents.
1. To add a field, select Add and enter
the data required.
2. Select Editable if the user is required
to enter data at the time of scanning. Select Not Editable to include fixed data.
3. Enter a field label and a default value if required. If user input is required select User Input
Required. Select Mask User Input if the data entered is confidential, such as a passcode. If details
of the entry must be added to the log, select Record User Input to Job Log.
4. Select Apply to save the field entry.
Creating Templates
ColorQube™ 9201/9202/9203
Workflow Scanning
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