How to scan and submit a document

  1. From the Xerox Device home screen, open Capture & Content.
  2. You will be presented with a Privacy Statement popup. If you wish to proceed, select Continue.
  3. If there is more than 1 project associated with your device, you will be presented with a list of them. Select a project and choose Next.
    Note: If there <=1 projects associated with your device, you will be taken to the Select Workflow or Scan screen, depending on configuration.
  4. If there is more than 1 workflow associated with your device, you will be presented with a list of them. Select a workflow and choose Next.
    Note:     If there are <=1 workflows associated with your device, you will be taken to the Metadata or Scan screen, depending on configuration.
  5. If there is metadata associated with your workflow, a list of the workflow’s metadata fields will display. Fill out the metadata fields by scrolling through the list and selecting each row. Some fields may be required. Select OK to continue.
    Note: If your workflow does not have any metadata associated with it, you will be taken directly to the Scan screen.
  6. You’ll arrive on the Scan screen where you can adjust scan settings and initiate the job.
  7. If you’d like to change your workflow, select the Change If you’d like to edit the metadata you set, select the Edit button.
  8. The scan settings listed depend on the workflow associated with your device. In some cases, scan settings may be disabled, in which case, the row will be disabled.
  9. There are toggles to enable scan preview, print confirmation, email confirmation, and Build Job. For more information on Build Job, see the How to Use Build Job article.
  10. Adjust your scan settings. Then, with a document in the feeder or on the platen, select the Send (or Preview) button to begin scanning.
  11. The job will begin. If you toggled Preview on, continue to step 12. If not, go to step 13.
  12. The app will display a preview of your scan. To accept it and submit the document for processing, select OK. If you’d like to adjust your scan settings and re-scan your document, select the X icon.
  13. Once the scan completes, your job will be submitted for processing. If you toggled Print Confirmation On, you will receive a printed document in your device’s output tray confirming that the document was submitted. At this point, you can close the app. If you toggled Email Confirmation On, you will receive an email at a later time confirming that your GCP workflow has finished processing. The app does not need to be running on your device to receive the email confirmation.