How to scan and file a document

  1. From the Xerox device home screen, open Intelligent Filer.
  2. 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.
  3. Enter your credentials and sign in.
  4. Once signed in, the Scan screen will appear.
  5. If you’d like to modify document type configuration, see the article for Document Type Configuration.
  6. Adjust the scan settings and place your document in the feeder or on the platen.
  7. Select Scan.
  8. Intelligent Filer will scan and process your document.
  9. Once processing is complete, the app will suggest a document type. If you’d like to change the document type, simply select another one from the list. Otherwise, select Next.
    Note: If the app cannot suggest a type based on the document you scanned, you will still be provided with a list of document types to choose from.
  10. Next, the app will suggest a destination folder, which is based on the default folder set in configuration.
    Note: If the app cannot suggest a destination folder, or you do not have access to the one that was suggested, you will be prompted to select a folder.
  11. If you would like to select a different folder or create a new folder, this can be done at this stage.
  12. Select Next.
  13. The Document Name screen will appear with a suggested name, which is based on the default document name that was set in configuration.
  14. At this point, the variables set for the document type’s default name will populate with data from the scanned document. If the app cannot find a value for a variable, it will be blank.
  15. You can modify the name by selecting the text field. Once you’re satisfied with the document type, name, and location, select Done to upload the document to your Cloud repository.
  16. Once the upload is complete, you have the option to scan another document of the same type to the same folder or close the workflow.