User manual

Workflows File-it Assistant 79
File-it Assistant
The File-it Assistant lets you create scanning workflows for repeated document conversion
tasks. The Assistant is for scanning jobs that require no user interaction during the processing.
In a typical scenario, operators at a scanning station prepare documents, applying the
appropriate barcode cover page to each, without needing to know anything about the later
processing or destination of the documents, because all that is pre-determined. Associate a
button on your scanner with OmniPage (
See “Scanning to OmniPage and workflows” on
page 29.) and print a barcode cover page to identify your workflow. As a result, you can scan,
convert and save without interaction beyond pressing the scanner button.
Create the workflow:
1. Select File-it Assistant from the Tools menu.
2. Name your workflow, choose an output file type, location and file name.
3. Review and optionally change the workflow settings.
4. Print the barcode cover page.
5. Associate OmniPage with a scanner button (must be done only once) in the Control Panel.
See “Scanning to OmniPage and workflows” on page 29.
Use the workflow:
1. Place the printed barcode cover page on top of a document in your scanner.
2. Push the OmniPage-associated scanner button. The document is converted using steps and
settings from the referenced workflow and sent to the location you defined.
It is possible to use barcode cover pages stored as image files to drive jobs from watched
folders. Such jobs permit interactive steps like manual zoning and proofing that are not
available via the File-it Assistant.
Single-step PDF jobs
Two special workflow steps are available for use inside DocuDirect. Both relate to PDF file
output and can usefully be combined with local folders for automatic processing; MakePDF
Searchable can be used with watched folders as well.