
2. Click Add Form. The Workflow Form dialog box appears.
Figure 3-47 Workflow Form dialog box
3. In the Form Name text box, type a name for the new form. The name must be unique within the
workflow menu.
4. Select Folder from the Destination Type drop-down list.
NOTE: Based on the option selected, the options on the Workflow Form dialog box change.
This procedure applies to the Folder option. See the following sections for instructions for
creating a workflow form for an FTP site or a printer.
5. In the Authentication Settings section, click to select the Use credentials of user to connect after
Sign In at the control panel option to have DSS use the credentials of the user that is logged into
the device. Or click to select the Always use these credentials option.
6. Select the Network Type from the drop-down menu. Type the path for the destination folder in
the Folder Path text box, or browse to select a path. Type in the Windows Domain, Username,
and Password. Click Verify Access to test the credentials.
7. Select a setting from the Image Presets drop-down menu, if needed.
8. Under Scan Settings and File Settings, select the settings for the scanned file. These should be
the settings that the third-party software program that processes the file requires.
9. Configure the metadata settings. See
Configuring metadata files on page 81.
84 Chapter 3 Installation and configuration ENWW
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