Dispatcher Phoenix
 

To help you get started with this application, we have collected sample workflows that demonstrate the power and functionality of Dispatcher Phoenix. You can download them to use as templates for your own workflows, or just to see what makes them tick while you're learning to create your own. You can choose to download the workflow only, their 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 Dispatcher Phoenix Customer Feedback form and we will post them here immediately.

Note for Internet Explorer users: To download and open the workflow, you must save the zip file extension to *.wfxp.

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Doc-Classifier Sample

This Doc-Classifier workflow has been set up to collect scanned documents from the MFP and capture emails from suppliers or pick up files from a network folder. In the workflow, all invoices and purchase orders are automatically identified and distributed to the correct location based upon their classification.

Scan to Microsoft Exchange

Quickly scan and send your documents via email using Microsoft Exchange.

Scan and Upload to Box

With this workflow, paper documents can be scanned and routed to Box automatically.

Scan and Upload to Dropbox

Using this workflow, you can scan and upload documents to your Dropbox folder structure.

Scan and Upload to FilesAnywhere

With this workflow, paper documents can be scanned and routed to FilesAnywhere automatically.

Scan and Upload to Google Drive

Using this workflow, you can scan and upload documents to your Google Drive folder structure.

Scan and Upload to OneDrive

With this workflow, paper documents can be scanned and routed to OneDrive automatically.

Scan & Upload to OneDrive for Business

Scan and route documents automatically to OneDrive for Business.

Scan and Upload to WebDAV

With this workflow, paper documents can be scanned and routed to WebDAV automatically.

Scan to Any Folder

Use the MFP to scan files to any folder you choose.

Scan to Email with LDAP Lookup

Quickly scan and send your documents via email using LDAP for address lookups.

Scan to FileAssist

Automated workflow to upload your files to FileAssist from the MFP.

Scan to Microsoft SharePoint

Scan and route documents automatically to Microsoft SharePoint.

Scan to Microsoft SharePoint Online

Scan and route documents to Microsoft SharePoint Online automatically.

Redact & Highlight with Web Capture

Using Dispatcher Phoenix's Web Capture feature, documents are collected from devices around the organization, such as a users Workstation. The Redact and Highlight workflow created two copies of the document are generated, one is routed through redaction while the other is highlighted and both are sent to secure repositories in SharePoint Online.

Image Secure

Using this workflow, organizations can secure all print, copy, scan and fax operations on an MFP. The Image Secure workflow automatically captures Image Transfer logs from a networked MFP and OCR's the document to find protected information. When sensitive information such as Social Security #s, PHI or PII is found on the document, the information is highlighted and the file is forwarded to an administrator for review. Businesses including government agencies, financial institutions and healthcare organizations can ensure that their employee's paper-based document processing activities do not compromise sensitive information or leave their organization at risk of becoming non-compliant with government or industry standards.

Scan to Guardian

This workflow streamlines Guardian's electronic Form I-9 process by allowing users to scan I-9 documents directly into the Guardian platform. With the 'Scan to Guardian' index form, users can authenticate into their Guardian account at the MFP, select the necessary I-9 record, and upload the missing documents automatically.

Search & Scan to Guardian

This workflow streamlines Guardian's electronic Form I-9 process by allowing users to scan I-9 documents directly into the Guardian platform. With the 'Scan to Guardian with I-9 Lookup' index form, users can authenticate into their Guardian account at the MFP, search for the necessary I-9 record with the look-up feature, and upload the missing documents automatically.

AccurioPro Connect VDP

Using this workflow, Print Service Providers can automate the production process for Variable Data Printing (VDP). To streamline the process, Dispatcher Phoenix automatically inserts the required variable data and imposes the post cards to print on 12x18 sheets. In addition, Dispatcher Phoenix routes the imposed post cards according to their color content to ensure jobs are printed one the correct production print device.

AccurioPro Connect Flat Print

To streamline production print workflow and eliminate manual touch points in a workflow, this sample automatically routes common print jobs to the correct imposition layout. Post cards, Door Hanger and Business Cards are automatically routed by page size and imposed while print quantity is parsed from the file name and adjusted for overage before being applied in the PJL print preferences.

Scan & Convert Medical Documents to CDA Forms

This workflow shows how healthcare professionals can easily scan and convert their patients' medical forms to CDA documents. After scanning the document at the MFP, the converted medical form is distributed to their SFTP server, and would be sent to an EHR system, allowing staff to communicate the documents to other healthcare organizations.

Metadata Routing with Email In

With this workflow, organizations can collect incoming emails and attachments from their email account for further processing. This workflow utilizes Email In's metadata routing capability by collecting multiple attachments from an inbox, and processing the attachments differently based on the specified data within the email. Once the attachments are processed separately, they are automatically distributed to the client via email.

Convert and Upload to Laserfiche

With this workflow, users can quickly convert their scanned documents to the necessary format (PDF, Word, or Excel), and the new file will automatically be renamed based on its conversion, and uploaded into their Laserfiche application - right at the MFP!

FTP In with AccurioPro Connect

This workflow shows how an organization can streamline their production print processes by collecting files from their FTP server. Once collected, the files are routed based on page size, imposed, and are sent to the production printer.

Extend Document Safety with SFTP Out

This workflow shows how medical professionals can extend the security of their patients' sensitive information by distributing healthcare documents to their SFTP server. With this workflow, healthcare providers can easily scan patient's medical forms into the MFP, and redact their social security number automatically. The files will then be renamed by the patient's name and distributed the user's SFTP server.

Scan to Google Drive

With this workflow, you can log into your Google Drive account at the MFP, choose an appropriate folder to store your documents in or create a new folder, and scan your documents directly into Google Drive. Additionally, you can enter the custom client name annotation at the MFP.

AccurioPro Connect: Ganging

This workflow illustrates how an organization can streamline their production print process by automatically ganging files and conducting preflight checks. Using AccurioPro Connect, this workflow facilitates the automated process of creating a printed product catalog and routing the file to the queue management system, AccurioPro Conductor.

Batch Scanning & Indexing

Using this workflow, organizations can scan a high-volume of documents and extract data through forms processing in order to expedite the batch indexing process. Additionally, the workflow exports each document's metadata into a separate text file that can be imported into a third party system.

Verification

This workflow can be used to inspect batch documents for quality assurance purposes prior to storing the files. With this workflow, Workstation users can quickly and seamlessly submit their batches to Dispatcher Phoenix Web for verification.

LDAP Email Lookup

This sample can be used to set up a Scan-to-Email workflow with LDAP connectivity. With this workflow, MFP users can easily choose an LDAP user to send their scanned document to.

OneDrive for Business

With this workflow, you can log into your OneDrive for Business account at the MFP, choose your scan settings, enter a new name for your scanned document and choose the OneDrive for Business to scan to.

DP Mobile Indexing

This workflow allows you to use your mobile device to choose whether or not to convert submitted files to either PDF Searchable or Microsoft Word format and then choose a folder to store them in.

DP Mobile with Release2Me

With the DP Mobile app, you can submit files from your mobile device to the Dispatcher Phoenix Release2Me print queue. Then, at a later time, you can view your print queue on your mobile device and print the file at an MFP of your choosing. This workflow also adds the date on the top of the file for document identification purposes.

Barcode Writer

This workflow automates the process of stamping a barcode on top of each incoming invoice. Data from each invoice is used to make up the barcode value.

Rx Shield

With this workflow, security features are applied to prescriptions before they are printed and stored in a folder for archiving purposes.

Rx Shield at the MFP

With this workflow, healthcare providers can easily print out secure prescriptions and configure security features directly at the MFP at scan time. Choose the security features you need to apply to your printed prescriptions -- without ever leaving the MFP.

Rx Shield and Release2Me

This workflow combines the security features of Dispatcher Phoenix Rx Shield process with Dispatcher Phoenix's secure print release system, Release2Me. Once prescriptions are selected from a job queue at the MFP by an authenticated user, tamper-resistant features are automatically applied to them before they are printed and stored in a folder for archiving.

Secure Printouts with Release2Me

This workflow automatically identifies which documents are secure and which are not and routes them accordingly. All consent forms are sent to a print queue for later release at an MFP by an authenticated user. All other documents are immediately printed out at another printer.

Release2Me Printing with Bates Stamping

This workflow allows users to use the Dispatcher Phoenix Release2Me Printer to send their print jobs to a queue that can be accessed at the MFP. Once the user authenticates at the MFP and views the documents in the queue, they can choose to Release the document to the printer. Before the document is printed, the user can select a case and choose whether or not to Bates stamp the file with the selected case.

Bubble Grader

Using this workflow, a sample test file is automatically graded and the corrected tests are sent to a printer. All other files, including the original tests and the Comprehensive Test Report, are stored in a folder on the Desktop.

Bubble Grader at MFP

In this workflow, MFP users can choose which reports to generate and other Bubble Grader options directly at the control panel. As the default, Excel reports are automatically sent out via email and all other files are printed out.

Scan to Worldox: Bookmarks

With this workflow, you can scan, profile, and upload your documents using Worldox Bookmarks as a shortcut.

Scan to Worldox: Quick Profiles

With this workflow, you can scan, profile, and upload your documents to Worldox using Quick Profiles.

Scan to Worldox: Quick Locations

With this workflow, you can scan, profile, and upload your documents to Worldox using three screens.

Scan to Home

With this workflow, users can easily and quickly convert their files and scan them to their home folder -- all at the MFP.

Scan to Me

With this workflow, users can easily and quickly convert their files and scan them to email -- all at the MFP.

Protect Documents from Unauthorized Copying

With the Copy Defender node, you can block unauthorized copying of confidential documents. This workflow is set up to collect files from a folder and then apply a faint security pattern on the document that will reveal "Unauthorized" when the document is copied.

Route Financial Documents with OCR

This workflow uses Dispatcher Phoenix's zonal OCR capabilities to automatically route financial documents based on file content.

Scan Financial Records

Combine index forms with metadata routing to allow users to select a file's destination while scanning the document at the MFP.

Secure Files

With Dispatcher Phoenix Finance's redaction and file conversion features, financial documents can be automatically secured. In this workflow, files are converted to password-protected Searchable PDF format. At the same time, files are also automatically redacted. Before being distributed to a folder on the Desktop, redacted files as well as password-protected PDFs are renamed for identification purposes.

Split Credit Application

Using Dispatcher Phoenix Finance's barcode processing feature, documents can be split and renamed by barcode. Dispatcher Phoenix Finance can automatically identify where the barcodes are and split the files by the barcode. In addition, each split document is renamed with the detected barcode value.

Extract All with Forms Processing

This workflow automatically recognizes key information and values on forms using advanced pattern matching technology. Extracted data is collected into an XML file for import into a back-end system, eliminating the need for manual data entry.

Redact All Names with Forms Processing

This workflow uses regular expressions and pattern matching to automatically recognize critical information, categorize files, and redact incoming documents.

Create Folders Based On Student Name

With this workflow, student names are extracted from files and used to rename the file and dynamically create sub-folders.

Convert and Route to Any Folder

This workflow allows the MFP user to enter a document name as well as other identifying information about the scanned document right from the MFP. The user can also choose a file format for their scanned document (Searchable PDF, Microsoft Word, PDF/A, or Password Protected PDF).

Scan and Upload to Box

With this workflow, you can log into your Box account at the MFP, choose an appropriate folder to store your documents in or create a new folder, and scan your documents directly into Box. Your scanned documents will be automatically annotated with your Box email / user name.

Redact / Strikeout Education Records

This workflow redacts and strikeouts key text in documents, converts files to Searchable PDF, and renamed before being stored in a folder on your Desktop. Files come into the workflow from two different sources: 1) scanned from an MFP 2) collected from a Watched folder.

Batch Processing PDF Forms

With this workflow, PDFs are collected from a watched folder and the appropriate field values in each form are extracted by the PDF Data Extraction node. All extracted data is then automatically recorded in a database.

Identify Patient Records Via Barcodes

This workflow uses Dispatcher Phoenix Healthcare's barcode processing features (for both standard and 2D barcodes) to automatically split, rename, and route medical records based on barcodes.

Convert and Route to Patient Folder

With this workflow, users can select a name from a list of patients, rename the file, and choose to convert the file to PDF/A -- all at the MFP. Scanned documents are then automatically processed and routed to dynamically-created patient folders based on the selection made at the MFP panel.

Upload to OnBase at MFP

This workflow is set up to allow the user to log into OnBase at the MFP, choose an OnBase Document Type for identification purposes, and scan/upload documents into OnBase. With this workflow, the MFP user can also choose to annotate their files with the OnBase Document Type ID and User Name and/or convert files to Microsoft Word before they are uploaded.

Redact & Folder Browsing At MFP

Using this workflow, users can edit redaction search strings at the MFP panel during scan time as well as choose or create a new folder to store their medical records in. Original copies of all scanned medical records are automatically stored in a separate folder on your Desktop.

Automated Upload to Box

This workflow is set up to collect files from a Watched folder and then rename, merge and Bates stamp them before they are distributed to a predefined folder in Box.com. Once you have configured the Box Connector with your Box.com account credentials, these processes are performed automatically, with no manual intervention required.

Connect to Box at MFP

Using this workflow, users can access their Box account directly at the MFP. Once logged in, users can choose an appropriate Box folder to store their documents in, create a new folder within Box if desired, and scan their documents directly into Box. In addition, this workflow automatically converts all scanned documents to PDF Searchable format; however, users can choose whether or not to password protect their PDF files at the MFP.

Index and Upload to OnBase

This workflow processes incoming documents via zonal OCR to capture keyword values; then, when documents are routed to OnBase, the appropriate keywords for those documents are populated with values from the OCR zonal metadata. Metadata is also used to route the documents to various distribution points.

Upload to OnBase Document Groups

With this OnBase workflow, users can log into OnBase at the MFP, choose a document type for their scanned documents and easily upload their documents to OnBase. MFP users can also specify whether they want to Bates stamp and/or convert their files to PDF/A before the files are uploaded to OnBase -- all with a few taps of the button at the MFP.

Route to Microsoft SharePoint

This SharePoint Connector workflow allows users to be able to log into SharePoint at the MFP panel, choose how to convert their scanned documents (PDF, Word, Excel, or PPT), enter a name for their documents, and then scan their files directly into a selected SharePoint folder.

Connect to Worldox

With this workflow, users can connect to Worldox at the MFP. Once logged in, they can see the Profile Groups that are available to them, choose an appropriate Profile Group for their documents, enter indexing information and then scan their documents into Worldox. As extra features, this workflow also automatically converts documents to Searchable PDF format and allows users to choose whether or not to despeckle or deskew their scanned documents before they are uploaded to Worldox.

Redact and Highlight

With this workflow, users can create two copies of their scanned documents: one redacted and one highlighted (for proofing purposes). In addition, redaction and highlighting search strings can be modified and added at the MFP!

Scan to Any Folder

With this workflow, users can browse through their PC's folder structure and choose a folder to store their scanned documents in -- all directly from the MFP panel! In addition, users can enter a document name for the scanned documents, and processed files are annotated with the name that was entered at the MFP.

Dynamic Folder Creation

This sample workflow illustrates how Dispatcher Phoenix can dynamically create output folders based on OCR zones. Using the Advanced OCR node, zones are created (either automatically or by sizing a box on a sample document) to extract information from a scanned image file or PDF. This information is then used to route documents, populate fields, name folders, etc. For the purposes of this workflow, two folders are created, using OCR zone variables.

Scan to Email

The SMTP In node acts as an "Email Listener," receiving emails sent from an MFP. Email attachments can then be extracted and routed based on user-specified search conditions. In this workflow, scanned documents are emailed at the MFP and then routed to various conversion nodes based on the content of their email's subject line. For example, all attachments of emails that contain the word "PDF/A" are sent to a Convert to PDF node which is set up to convert incoming files to be optimized for PDF/A.

Scan to Folder and/or Email Address

In this workflow, users can scan their documents, enter a new name for them, and choose how to route them -- all at the MFP. Users can choose to route scanned documents to an Output Folder for storage or send them as an email to the appropriate recipient. To make things even speedier, the MFP user can choose from a list of email contacts that are pulled from a database.

Advanced OCR

Advanced OCR functionality allows you to route documents based on certain metadata information found in incoming documents. The Advanced OCR node allows you to define zones for incoming documents from which metadata is extracted; the Metadata Routing node uses that information to send documents to the proper destination. For example, you could use this workflow to route all documents with a certain invoice number to a particular folder on the network.

Annotation

Annotate and rename your files before storing them to an output folder with this sample workflow! With Dispatcher Phoenix, annotated files can be organized, accessed, and easily shared by a variety of associates at the company.

Watermark Blowback

With this sample workflow, a potentially time-consuming and tedious job is completed in no time. Scanned documents are automatically watermarked with a custom design, and the finished documents are sent directly to the printer again. This is an MFP Panel workflow, designed to be run from the control panel of a Konica Minolta MFP.

Image Clean Up

Enhance the quality of your scanned images with this workflow! In this workflow, documents are collected from an input folder and then run through image processing nodes to make sure that any spots from dust on the scanner are removed and the documents are straightened automatically. Then all processed files are renamed appropriately before being sent to an output folder for storage purposes.

Split/Rename Using Barcodes

With this workflow, documents are split and renamed by barcode. Dispatcher Phoenix automatically identifies where the barcodes are and splits the files whenever the barcode is detected. In addition, each split document is renamed with the barcode value. Before final distribution, all cover pages are stripped from the processed files.

Bates Stamp with Client Info

This workflow uses document indexing and database lookups to Bates stamp documents. At the MFP, users will be able to choose a client name and then Dispatcher Phoenix automatically looks up the client's address (based on what was selected at the MFP panel). This information is then automatically stamped on all incoming documents.

To run this workflow, you must copy the address.xls file to the following directory:
C:\Program Files\Common Files\Konica Minolta\PhoenixSampleFiles\ODBC\database.

Note: In order to use this workflow, you must upgrade your application to the latest 3.0 version.

Bates Stamp Based on Case

In this workflow, users can choose a case to Bates stamp with a numeric ID -- directly at the MFP. Numeric IDs are Bates stamped on incoming documents based on the case that is selected at the MFP panel.

Bates Stamp at MFP

With this workflow, users can customize their Bates stamps -- directly at the MFP! In addition, users can specify the output folder to store their scanned documents in.

Bates Stamp and Highlight

Eliminate the need for labor-intensive and time-consuming manual processing with this workflow! With our advanced Bates stamping functionality, an unlimited number of Bates stamps can be placed anywhere on a document, rotated, and positioned to not obscure the content of the document. Once Bates stamps have been applied, essential words in the documents are searched for and highlighted.

Bates Stamp and Redact

Removing sensitive information from documents just got easier with this sample workflow! Documents are Bates stamped and then run through the automatic Redaction process where words are permanently removed based on user-specified search terms.

Routing

Don't waste time using the wrong device to print your documents. With the Color Route and Page Count Route, files are easily and quickly routed based on the number (or percentage) of color and/or the number of pages in each document. This intelligent routing saves both time and money, allowing employees to focus on the important aspects of their jobs.

Convert and Route To Any Folder

This sample workflow illustrates the power and functionality that Dispatcher Phoenix's indexing brings to your workflow. Using this workflow, users can specify how to convert their scanned documents (to Searchable PDF, Microsoft Word, Microsoft Excel, or Microsoft PowerPoint) directly from the MFP panel. Once converted, documents are renamed using the metadata that was entered at the MFP and then stored in a user-specified folder on the Desktop.

Convert to Office

Our Convert to Office process converts scanned image files and PDFs to popular Microsoft Office formats, such as Word, Excel, and Powerpoint. With this workflow, emails enter the workflow and their attachments are extracted and converted to either Microsoft or and Microsoft Excel documents based on the content of their subject lines.

Convert to PDF

With this workflow, email attachments are converted to either PDF/A or PDF Searchable files (depending on the content of the email's subject line). The Convert to PDF process converts scanned images to a variety of PDF formats, including PDF/A compliant documents, and allows you to specify security settings for the output file(s).

ODBC Processing

This workflow showcases the power of associating your document workflow with ODBC-compliant databases. With Dispatcher Phoenix's ODBC process node, you can retrieve data from a database to associate it with incoming files as metadata to be used later in the workflow. In addition, you can update databases with file or workflow metadata. For example, with this automated workflow, names are extracted from documents (via OCR zones). The OCR metadata is then used to automatically retrieve the correct email address from an Excel spreadsheet. Once the email address has been found, files are emailed to the correct recipient using the SMPT Out node.

Note: In order to use this workflow, you must upgrade your application to the latest 3.0 version.

Email Parsing

Extract, route, and process email attachments based on user-specified conditions! With this sample workflow,emails are collected from the SMTP In node and then passed on to the Email Parser node for processing. The resulting files are Bates stamped and sent to the Metadata to File process, which is configured to output both the original file and the metadata file before distributing both files to an output folder ("Main Office").

Parse & Distribute

Search files for Postscript commands and, based on the search conditions that are met, send the files to the appropriate printer! This workflow consists of multiple pages: one for Black & White printers and one for Color printers. Note that the output folders in this workflow are connected; both folders on the second page are pasted versions of the same folders on the first page, meaning that any changes made to the output folder on the first page are immediately applied to the same output folder on the second page.

Parsing

Receive incoming files from a variety of sources and then process them based on their file type! Documents are collected from three different sources: a user box on an MFP, a folder on the network, and scanned directly from an MFP. Then they are run through multiple processes based on file type and printed out again. All errors are distributed via email to the IT department.