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Xerox WorkCentre 5735A User Manual

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    							WorkCentre™ 5735/5740/5745/5755/5765/5775/5790
    Workflow Scanning121
    Table of Contents
    Introduction  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  122
    Repositories   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  122
    Templates  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  122
    Workflow Scanning Options   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  123
    Selecting a Template  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  124
    Output Color . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  125
    2-Sided Scanning   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  125
    Original Type  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  125
    Scan Presets  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  126
    Advanced Settings  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  127
    Image Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  127
    Image Enhancement  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  127
    Resolution  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  128
    Quality / File Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  129
    Update Templates  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  129
    Layout Adjustment   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  130
    Original Orientation  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  130
    Original Size  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  130
    Edge Erase   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  131
    Filing Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  132
    File Name   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  132
    File Format  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  132
    If File Already Exists  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  133
    Document Management   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  133
    Add File Destinations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  133
    Job Assembly  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  134
    Build Job   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  134
    Creating Templates  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  135
    New Templates  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  135
    Modifying a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  136
    Copying a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  137
    Deleting a Template   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  137
    Template Options  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  137
    Scan to Mailbox   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  142
    Creating a Private Folder   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  142
    Using Scan to Mailbox   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  143
    Scan to Home   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  145
    Using Scan to Home   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  145
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    							Introduction
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    Workflow Scanning 122
    Introduction
    Workflow Scanning enables the creation of an electronic 
    image file by scanning an original hard copy document. 
    Use Workflow Scanning when both your device and your 
    computer have access to the same specified filing location. 
    The scanned file is placed in a network filing location 
    known as a repository, as specified by the template 
    selected on the device.
    The standard Workflow Scanning option enables the electronic images to be stored and retrieved from 
    a server or workstation on the network. Two further options are available:
    •Scan to Mailbox will store the image on the device hard disk and the user can retrieve the files 
    using Internet Services. For further information, refer to Scan to Mailbox on page 142.
    •Scan to Home allows the user to send the files to a location on the network specified as their 
    Home destination. For further information, refer to Scan to Home on page 145.
    Workflow Scanning is set up by a System Administrator using Internet Services. Users can use Internet 
    Services to create templates and folders once the relevant scanning function has been set up and 
    enabled.
    Repositories
    Repositories are directories or filing locations setup on a server, where your scanned files are saved to 
    and held. The Repositories are set up using Internet Services. Before you can use Workflow Scanning, 
    your System Administrator must set up the repositories available to your device. Selecting a template 
    identifies the repository / location your scanned job is filed to. Repositories are validated by Internet 
    Services when defined by the System Administrator as a scanning destination. Up to 5 Repositories (1 
    default and 4 additional) can be defined. After the Repositories are setup, they are available to you as 
    choices when modifying templates.
    Templates
    Templates are used for scanning and faxing jobs at your device via the Workflow Scanning service. 
    They define the parameters of your scan or fax job. Information such as the final destination of your 
    job (the repository) and the image quality settings are defined within the template, along with the 
    template name. The template name is displayed within the template list, accessed on the device touch 
    screen.
    You can select an existing template 'as is' or use Internet Services to create a brand new one or modify 
    an existing one. To successfully complete a Workflow Scanning job you must select a template from the 
    device touch screen.
    Template operations can either be performed using Internet Services, or FreeFlow
    ™ SMARTsend™. For 
    information about FreeFlow
    ™ SMARTsend™ templates refer to the FreeFlow™ SMARTsend™ User 
    Guide. This guide is included with the FreeFlow
    ™ software documentation that accompanied your 
    device.
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    							Workflow Scanning Options
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    Workflow Scanning Options
    1. To select the Workflow Scanning service, press the 
    Services Home button.
    2. Select the Workflow Scanning option. Additional 
    options and features are displayed. 
    Most feature screens include the following buttons to 
    confirm or cancel your choices.
    •Undo resets the current screen to the values that 
    were displayed when the screen was opened.
    •Cancel resets the screen and returns to the previous screen.
    •Save saves the selections made and returns to the previous screen.
    •Close closes the screen and returns to the previous screen.
    If an option is not required, use the Off option to disable a feature.
    If Authentication or Accounting has been enabled on your device you may have to enter log in details 
    to access the features. Refer to Log In / Out on page 32 of Getting Started.
    Workflow Scanning allows the user to scan a hard copy original and convert it into an electronic file. 
    The file is placed into a specified filing location on a networked server, workstation or the device hard 
    drive. The settings used for scanning the original are stored in a template.
    Using Workflow Scanning
    1. Load your documents face up in the document feeder input tray. Adjust the guide to touch the 
    documents.
    Or...........
    Lift up the document feeder. Place the document face down onto the document glass and register 
    it to the arrow at the top right rear corner. Close the document feeder.
    2. Press the Clear All (AC) button once to cancel any previous screen programing selections.
    3. Press the Services Home button and select the 
    Workflow Scanning option. The Work fl ow Sca n nin g 
    features are displayed.
    4. Select a Template for the job from the templates 
    displayed in the list.
    All the current settings are changed to the settings in 
    the template.
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    							Workflow Scanning Options
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    Workflow Scanning 124
    5. Select the required features for your scanning job using the touch screen.
    If required, modify the template settings from the options on the Workflow Scanning, Advanced 
    Settings, Layout Adjustment and Filing Options tabs: 
    6. Press Start to scan the originals and process the Workflow Scanning job. Remove the originals 
    from the document feeder or document glass when scanning has completed. The Wo rk flow 
    Scanning job enters the job list ready for filing. The scanned images are then filed to the location 
    specified on the template ready for retrieval by the user.
    Selecting a Template
    To use a template, select the template required from the 
    Template Destinations list. To ensure the latest templates 
    are available, select Update Templates from the Advanced 
    Settings tab. Use the scroll bar to access templates not 
    shown in the list. There are several types of template 
    available:
    •Default Template this is the template supplied with 
    your device software and is always available at the top 
    of the list. Once your System Administrator has set up the file repository they define the 
    parameters of the Default template. Any user can select the Default template, make the 
    programing selections required for their individual job and scan their originals.
    •Local Public or Private Templates are created using Internet Services. Users can create a new 
    template, delete an existing template or copy and then modify an existing template.
    •Network Templates are advanced network scanning templates and workflows which have been 
    created using optional scanning applications.
    •Home Template this is the Scan to Home template and is available if you have entered your 
    authentication log in details into the device. Images are scanned to a destination specific to the 
    logged in user.
    •Public/Private Mailbox Templates enable users to scan images to public or private mailboxes 
    which have been setup on the device using Internet Services. You must give the mailbox folder a 
    name and private mailboxes may also require a secure password.
    Output Color is used to replicate the original colors or to change the output to black and white, 
    grayscale or color.
    Note:This feature may not be available on your device.
    2-Sided Scanning is used to select whether your originals are 1-sided or 2-sided. The second side 
    can be rotated.
    Original Type is used to define the original document as text, text and photo, or photo.
    Scan Presets is used to set the scan settings to suit how the scanned image will be used.
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    							Workflow Scanning Options
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    Output Color
    Select the Auto Detect option in Output Color to automatically detect and match the color of your 
    original and produce black and white, grayscale or color output from your original. The options are:
    •Auto Detect to select output that matches your original.
    •Black & White to select black and white output regardless of the color of your original.
    •Grayscale to use gray scales instead of color.
    •Color to select color output from your original.
    Note:This feature may not be available on your device.
    2-Sided Scanning
    The 2-Sided Scanning option allows you to set whether 1 or 2 sides of your original document are 
    scanned. The options are:
    •1-Sided is used if your original documents are single-sided.
    •2-Sided is used if your original documents are double-sided. The document feeder must be used to 
    scan your originals with this option.
    •2-Sided, Rotate Side 2 select if your original opens up like a calendar. The document feeder must 
    be used to scan your originals with this option.
    Original Type
    Use this option to define the type of original being used for scanning. Making the correct selection 
    enhances the quality of your output image. The options are:
    •Photo & Text is recommended for originals containing high quality photographs or line art and 
    text. Using this setting the scanned image will contain high quality pictures though the sharpness 
    of text and line art is slightly reduced.
    •Text produces sharper edges and is recommended for text and line art.
    •Photo is used specifically for originals containing photos or continuous tones without any text or 
    line art. Produces the best quality for photos but reduced quality text and line art.
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    							Workflow Scanning Options
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    Scan Presets
    Use Scan Presets to optimize scan settings to match the intended purpose of the scanned documents. 
    The options are:
    •Sharing & Printing is used for sharing files that are going to be viewed on-screen and for printing 
    most standard business documents. This setting results in a small file size and normal image 
    quality.
    •Archival - Small File Size is best for standard business documents that are stored electronically for 
    record keeping purposes. This setting results in the smallest file sizes and normal image quality.
    •Simple Scan is used for faster processing but may result in excessively large file sizes. Using this 
    setting applies only minimal image processing and compression.
    •OCR is best for documents that are going to be processed by Optical Character Recognition (OCR) 
    software. This setting results in large file sizes and the highest image quality.
    •High Quality Printing is best for business documents containing detailed graphics and photos. 
    This setting results in large file sizes and the highest image quality.
    •More... is used to access all the Scan Presets options available. If using this option, select Save to 
    save your selections and exit.
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    							Advanced Settings
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    Advanced Settings
    The Advanced Settings provide access to the features 
    which enhance the image quality or output quality. To 
    access the Advanced Settings, select Services Home and 
    Workflow Scanning. Then select the Advanced Settings 
    tab.
    Image Options
    Select Image Options to adjust the lightness and darkness of the image, and to sharpen the image. 
    The options are:
    •Lighten/Darken provides a manual control to adjust 
    the lightness or darkness of the scanned images.
    • Move the indicator down to darken the scanned 
    image, for light originals such as pencil images.
    • Move the indicator up to lighten the scanned 
    image, for dark originals such as halftones or 
    originals with colored backgrounds.
    •Sharpness provides manual control to adjust the 
    sharpness of the scanned images.
    • Move the indicator up to sharpen the scanned image.
    • Move the indicator down to soften the scanned image.
    Select Save to save your selections and exit.
    Image Enhancement
    Select Image Enhancement to reduce background and 
    adjust the image contrast. The options are:
    •Background Suppression enhances originals that 
    have colored backgrounds, by reducing or eliminating 
    the background from your original. This option is 
    useful when your original is on colored paper.
    • Select Auto Suppression to automatically 
    suppress unwanted background.
    • Select Off to turn the Background Suppression feature off, particularly when: 
    • The Darken adjustment does not produce a satisfactory output from light originals.
    • The original has a gray or colored border, such as a certificate.
    • You want to bring out fine detail that was lost due to a dark edge when using bound 
    originals.
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    							Advanced Settings
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    •Contrast controls the image density on the output and compensates for an original that has too 
    much or too little contrast on the image.
    • Move the indicator up to reproduce more vivid blacks and whites for sharper text and lines 
    but less detail in pictures.
    • Move the indicator down to reproduce more detail in light and dark areas of the original.
    Select Save to save your selections and exit.
    Resolution
    The Resolution affects the appearance of the scanned 
    image. A higher resolution produces a better quality image. 
    A lower resolution reduces communication time when 
    sending the file over the network. The options are:
    •72 dpi recommended for output displayed on a 
    computer. It produces the smallest file size.
    •100 dpi recommended for output that delivers low 
    quality text documents.
    •150 dpi recommended for average quality text documents and line art. Does not produce the best 
    image quality for photos and graphics.
    •200 dpi recommended for average quality text documents and line art. Does not produce the best 
    image quality for photos and graphics.
    •300 dpi recommended for high quality text documents that are to pass through OCR applications. 
    Also recommended for high quality line art or medium quality photos and graphics. This is the 
    default resolution and the best choice in most cases.
    •400 dpi recommended for photos and graphics. It produces average image quality for photos and 
    graphics.
    •600 dpi recommended for high quality photos and graphics. It produces the largest image file 
    size, but delivers the best image quality.
    Select Save to save your selections and exit.
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    							Advanced Settings
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    Quality / File Size
    The Quality / File Size settings allow you to choose 
    between scan image quality and file size. These settings 
    allow you to deliver the highest quality or make smaller 
    files. A small file size delivers slightly reduced image quality 
    but is better when sharing the file over a network. A larger 
    file size delivers improved image quality but requires more 
    time when transmitting over the network. The options are:
    •Normal/Small produces small files by using advanced 
    compression techniques. Image quality is acceptable but some quality degradation and character 
    substitution errors may occur with some originals.
    •Higher/Larger produces larger files with better image quality. 
    •Highest/Largest produces the largest files with the maximum image quality. Large files are not 
    ideal for sharing and transmitting over the network. 
    Select Save to save your selections and exit.
    Note:If you change the Quality / File Size option you may affect the settings in the Scan Presets 
    options on the Workflow Scanning tab.
    Update Templates
    The Update Templates feature retrieves new or updated 
    templates or workflows and removes outdated items from 
    the list.
    1. Select Update Template List to retrieve updated 
    template information immediately.
    2. Select the 
    Update List option to confirm an update is 
    required.
    3. Select Close.
    Note:Selecting this option may cause a delay and the Workflow Scanning service will be 
    unavailable for several minutes. The delay does not affect the other services available on the 
    device.
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    							Layout Adjustment
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    Layout Adjustment
    The Layout Adjustment options allow you to manipulate 
    the scanned image and enhance the appearance and style 
    of your output. To access the Layout Adjustment options, 
    select Services Home and Workflow Scanning. Then select 
    the Layout Adjustment tab.
    Original Orientation
    Use to specify the orientation of the originals being scanned. The orientation of the images on the 
    originals must match the orientation selected. The device uses this information to identify if the 
    images require rotating to produce the required output.
    •Portrait Originals the images on the originals are in a 
    portrait orientation. A graphical representation of the 
    image orientation is shown when the option is 
    selected.
    •Landscape Originals the images on the originals are 
    in a landscape orientation. A graphical representation 
    of the image orientation is shown when the option is 
    selected.
    Select Save to save your selections and exit.
    Original Size
    Original Size allows you to specify automatic size detection of the originals, mixed size originals, or the 
    specific size of the image to be scanned. The options are:
    •Auto Detect is the default setting and enables automatic size sensing. The size detected is 
    matched to a standard size paper.
    •Preset Scan Areas allows you to define the size of your original from a list of pre-set, standard 
    original sizes. You can view the list by using the scroll bar.
    •Custom Scan Areas is used to enter a specific area for 
    scanning. Measure the area to be scanned on the 
    original and enter the X and Y axis measurements into 
    the fields provided. Only the area specified is scanned.
    •Mixed Size Originals allows you scan documents 
    containing different size pages. The pages must be the 
    same width, like A4 LEF and A3 SEF (8.5x11” LEF and 
    11x17” SEF), other combinations are shown on the 
    screen.
    Select Save to save your selections and exit.
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