Intelligent Filer currently supports the following document types – Invoices, Bills, Delivery Notes, Agreements, Bank Statements, Correspondence, and Miscellaneous. Each document type comes with a default, pre-configured template for document name and folder location.
The default document name is what defines the structure of the document name, which can include static words or characters, as well as variables that will automatically populate with key values that are extracted from your scanned documents.
The default folder location defines where in your Cloud repository the document should be filed to.
Both the default document name and default folder location are unique to each document type.
If you’d like to customize the default document name and default folder location:
- From the Xerox device home screen, open Intelligent Filer.
- When the app opens, you will be presented with Xerox’s Privacy Statement. If you accept, you will be taken to a sign-in screen, which is based on the Cloud repository you configured the app for.
- Enter your credentials and sign in.
- Once signed in, the Scan screen will appear. Scroll to the bottom of the screen and select Configuration.
- The Configuration screen appears with a list of the supported document types. They are all enabled by default.
Note: If you disable a document type, it will not be in the list of suggestions after you complete a scan. - To customize a document type, select the settings button to the right of the toggle.
- The document type settings screen will appear with the default name and default location fields.
- To edit the default name, simply click the default name text field. If you’d like to add variables, select the Variable button on the right to display the list of available variables for the specific document type. The variables you add will be placeholders until after you complete a scan.
- To change the default location, select the Change button to browse through your list of folders.
- To set the updated default name and location, select OK.