Dispatcher Samples Site
 

To help you get started with this application, we have collected sample workflows and forms that demonstrate the power and functionality of the Dispatcher family of products, including Dispatcher Phoenix, Dispatcher ScanTrip Cloud, and Dispatcher Stratus. You can download them to use as templates for your workflows and forms, or just to see what makes them tick while you're learning to create your own. You can choose to download the workflow or form only, any sample input files, or the workflow along with sample files.

We want to hear from you! If you have created your own workflows that you'd like to share with the Solutions Engineering Center community, please submit them to us via the Customer Feedback form in your application software and we will post them here.

Note: Dispatcher Phoenix workflows are unique to that product. Dispatcher ScanTrip Cloud workflows are available to Dispatcher Stratus customers. Dispatcher Stratus workflows contain features not supported by Dispatcher ScanTrip Cloud and therefore may not be compatible. Form capabilities may be limited by your product and licensing plan

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Membership Cancellation Form

This simple workflow takes information gathered from an online form and sends it to an employee. The employee can then follow up on the information or simply cancel the client's account. By eliminating any hoops to jump through, customer satisfaction is at an all-time high.

New Animal Registration Form

Quickly and easily take information from an internet-based form and save it to a Dropbox folder. Form data is converted to a PDF and sent to an employee for data verification before being archived. Simple, easy, fast, and error-free!

Donation Form

Quickly and easily track donors with this colorful donation receipt form. Automatically track donor information, including donation value, and add it to your records.

Flight Reservation

Your travel coordinator can use this form to track the itineraries of your workforce. In addition, Dispatcher Stratus forms can be easily modified. For example, your activities coordinator can modify this form to track attendance at a conference.

Lead Generation

This form gathers contact information and collects data on the products drawing the most interest from customers. Add the form to a workflow that routes the data to the appropriate salesperson, then stores it for future reference.

Medical History

Securely collecting medical information from employees and or patients is a priority. Use this form to streamline the capture of information, allow for intelligent routing to the correct record, and improve the user experience.

New Employee Onboarding

Get your team in sync and simplify the onboarding process. Once your employee returns the form, your workflow can categorize the collected data and route it to the appropriate department to complete the onboarding workflow.

Order Form - Graduation Pictures

Taking orders? This simple order form hints at the possibilities available from Dispatcher Stratus forms. Add a checklist or dropdown list to allow for multiple selections. Insert a radio button field to require a single selection from a list. Add a number field to collect numerical data, or a date field to collect dates. Many additional options are available.

Custom Email Form

This form enables users to compose and send an email using the form within the workflow, with the option to convert the content to PDF format.

Destination Selection Form

Configure this form to include one or more options for storage destinations, such as Dropbox and SharePoint. When you add this form to a workflow, users need only to select the destination for the data in the workflow. The workflow will route the workflow based on the form.

Email Dropdown Form

Configure this form to include the email addresses of potential recipients of a workflow. When you run the workflow, you need only to select the recipients from a list. The workflow will pull the email addresses from the form.

National Anthem Audition Form

With this form and its related workflow, users can submit an audition tape to a local soccer team. The team can evaluate the tapes, select promising applicants, and invite them for an in-person interview.

New Employee Onboarding

Getting new employees up to speed can take valuable time. With this workflow, employees can submit their information via an online form. That form is vetted by Human Resources and immediately forwarded to the IT department, the Training group, and the new hire's manager for lightning-fast onboarding.

Membership Cancellation

This simple workflow takes information gathered from an online form and sends it to an employee. The employee can then follow up on the information or simply cancel the client's account. By eliminating any hoops to jump through, customer satisfaction is at an all-time high.

Upland InterFAX

Documents collected from an InterFAX digital fax account are automatically scanned using Optical Character Recognition (OCR) and intelligently routed based on the title of the document. If the title is not one of the expected options, it is routed to an individual for manual classification. After routing, documents are handled by their relevant departments and an email is sent, confirming that proper action has been taken.

New Animal Registration

Quickly and easily take information from an internet-based form and save it to a Dropbox folder. Form data is converted to a PDF and sent to an employee for data verification before being archived. Simple, easy, fast, and error-free!

National Anthem Audition

With this workflow, users can submit an audition tape to a local soccer team. The team can evaluate the tapes, select promising applicants, and invite them for an in-person interview. The applications are uploaded to a Square 9 archive or inbox for easy retrieval!

Lead Generation

Generate targeted leads easily and accurately with this combination of workflow and web form. Leads get routed to the correct person every time based on the customer's input.

Annotate and Rename

Collect documents from Dropbox. Then, annotate, rename, and convert your files to PDF before storing them back in Dropbox. With Dispatcher Stratus, files can be organized, accessed, and easily shared by members of your organization.

Bill Payment - Tire Store

A tire store uses a form at the MFP to intelligently route its common scanned documents. Bill Payment and Reconciliation Reports are scanned, renamed, and saved to OneDrive for Business. Any other documents are sent to the store manager for manual processing.

Corporate Expenditure Approval

This workflow utilizes the People Queue and People User nodes, along with Advanced OCR and Metadata Routing, to streamline a company's corporate expense workflow. Documents are gathered from the MFP or Dropbox, processed by the relevant departments, and saved to departmental Dropbox folders.

Hiring Process Workflow

Streamline your hiring process. Applications are collected from a Dropbox folder, where the Hiring Committee can review and vet them. Possible candidates are routed to the Hiring Manager, who has final approval. Applications are accepted or archived for future consideration.

Lottery Winner Confirmation

Use the workflow automation, Advanced OCR, and People nodes to confirm lottery ticket winners and prevent counterfeit tickets from ruining your profits. Real winners are saved in Dropbox, while fakes are sent to the Fraud Prevention department for further analysis.

Metadata Scripting With Email

With this workflow, users can upload a document to a Dropbox folder. The workflow will collect the document, along with the date of upload, update the metadata to the next month, and rename the document with that new date - automatically!

Newspaper Editorial Process Workflow

This workflow highlights the People Queue and People User nodes to provide you with a workflow that includes an iteration loop and multiple approvals. Direct connections to Dropbox make this workflow a cinch to configure.

Route to SharePoint

This SharePoint Connector workflow allows users to scan documents at the MFP, select how they want their documents converted, enter a name for their documents, and then scan their files directly into a selected SharePoint Online folder. Get started in just seconds!