How to scan and submit a document

  1. From the Xerox® Device home screen, open Capture & Content.
  2. You will be presented with a list of your workflows.
    Note: If your account only contains 1 workflow, you will be taken directly to the workflow’s metadata screen on app startup.
  3. Choose a workflow from the list and select Next.
  4. A list of the workflow’s metadata fields will display. If the workflow you selected does not have any metadata associated with it, you will be taken directly to the Scan screen after step 3.
  5. Fill out the metadata fields by scrolling through the list and selecting each row. Some fields may be required.
  6. Select OK.
  7. You’ll arrive on the Scan settings screen. If you’d like to change your workflow, select the Change button. If you’d like to edit the metadata you set, select the Edit button.
  8. Further down the Scan settings are options to view a preview of your scan, print a confirmation when the document and data has been submitted for processing, and/or email a confirmation after the workflow is finished processing.
  9. Adjust your scan settings. Then, with a document in the feeder or on the platen, select the Scan (or Preview) button to begin scanning.
  10. The job will begin. If you toggled Preview on, continue to step 11. If not, skip to step 12.
  11. 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
  12. 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.