Smart Integration Connectors

Version 2.2

1 | P a g e R I C O H U S A I N C

t

Scan to

Smart Integration

Connectors

Version 2.2

2 | P a g e R I C O H U S A I N C

Copyright © 2019-2021 Ricoh USA INC

It is the reader's responsibility when discussing the information contained this document to maintain a level of confidentiality that is in the best interest of Ricoh USA INC and its member companies.

NO PART OF THIS DOCUMENT MAY BE REPRODUCED IN ANY FASHION AND/OR DISTRIBUTED WITHOUT THE PRIOR PERMISSION OF RICOH USA INC

All product names, partner’s brands and their products, domain names or product illustrations, including desktop images used in this document are trademarks, registered trademarks or the property of their respective holders and should be noted as such.

Any trademark or registered trademark found in this support manual is used in an informational or editorial fashion only and for the benefit of such companies. No such use, or the use of any trade name, or web site is intended to convey endorsement or other affiliation with Ricoh products.

Version 2.2

3 | P a g e R I C O H U S A I N C

Table of Contents

Table of Contents .................................................................................................................................... 3

1 Preface ................................................................................................................................................ 7

2 Introduction ........................................................................................................................................ 8

3 Cloud Service Connection ............................................................................................................. 9

4 Configuring default Values .......................................................................................................... 10

5 Scan to Box ........................................................................................................................................... 11

Default Folder ......................................................................................................................................... 12

Sub Folder ............................................................................................................................................... 12

File Name Formula .................................................................................................................................. 13

Remove Blank Page ................................................................................................................................. 13

OCR 13

OCR Language ......................................................................................................................................... 13

File Name ................................................................................................................................................ 14

Scan Settings ........................................................................................................................................... 14

6 Scan to Dropbox ................................................................................................................................... 15

Default Folder ......................................................................................................................................... 16

Sub Folder ............................................................................................................................................... 16

File Name Formula .................................................................................................................................. 17

Remove Blank Page ................................................................................................................................. 17

OCR 17

OCR Language ......................................................................................................................................... 17

File Name ................................................................................................................................................ 18

Scan Settings ........................................................................................................................................... 18

7 Scan to GoogleDrive ............................................................................................................................. 19

Default Folder ......................................................................................................................................... 20

Sub Folder ............................................................................................................................................... 20

File Name Formula .................................................................................................................................. 21

Remove Blank Page ................................................................................................................................. 21

OCR 21

OCR Language ......................................................................................................................................... 21

File Name ................................................................................................................................................ 22

Scan Settings ........................................................................................................................................... 22

8 Scan to OneDrive .................................................................................................................................. 23

Default Folder ......................................................................................................................................... 24

Sub Folder ............................................................................................................................................... 24

Version 2.2

4 | P a g e R I C O H U S A I N C

File Name Formula .................................................................................................................................. 25

Remove Blank Page ................................................................................................................................. 25

OCR 25

OCR Language ......................................................................................................................................... 25

File Name ................................................................................................................................................ 26

Scan Settings ........................................................................................................................................... 26

9 Scan to OneDrive for Business ............................................................................................................. 27

Default Folder ......................................................................................................................................... 28

Sub Folder ............................................................................................................................................... 28

File Name Formula .................................................................................................................................. 29

Remove Blank Page ................................................................................................................................. 29

OCR 29

OCR Language ......................................................................................................................................... 29

File Name ................................................................................................................................................ 30

Scan Settings ........................................................................................................................................... 30

10 Scan to SharePoint ............................................................................................................................... 31

Default Folder ......................................................................................................................................... 32

Sub Folder ............................................................................................................................................... 32

File Name Formula .................................................................................................................................. 33

Remove Blank Page ................................................................................................................................. 33

OCR 33

OCR Language ......................................................................................................................................... 33

File Name ................................................................................................................................................ 34

Scan Settings ........................................................................................................................................... 34

11 Scan to eFax .......................................................................................................................................... 35

Fax Number ............................................................................................................................................. 37

Scan Settings ........................................................................................................................................... 37

12 Scan to eGoldFax .................................................................................................................................. 38

Fax Number ............................................................................................................................................. 40

Scan Settings ........................................................................................................................................... 40

13 Scan to Fax ............................................................................................................................................ 41

Fax Service Domain ................................................................................................................................. 42

Fax Number ............................................................................................................................................. 42

Scan Settings ........................................................................................................................................... 43

14 Scan to Sharefile ................................................................................................................................... 44

Default Folder ......................................................................................................................................... 45

Sub Folder ............................................................................................................................................... 45

File Name Formula .................................................................................................................................. 46

Remove Blank Page ................................................................................................................................. 46

OCR 46

OCR Language ......................................................................................................................................... 46

Version 2.2

5 | P a g e R I C O H U S A I N C

File Name ................................................................................................................................................ 47

Scan Settings ........................................................................................................................................... 47

15 Scan to DocuWare ................................................................................................................................ 48

Default Folder ......................................................................................................................................... 49

File Name Formula .................................................................................................................................. 50

Remove Blank Page ................................................................................................................................. 50

OCR 50

OCR Language ......................................................................................................................................... 50

File Name ................................................................................................................................................ 51

Scan Settings ........................................................................................................................................... 51

16 Scan to Egnyte ...................................................................................................................................... 52

Default Folder ......................................................................................................................................... 53

Sub Folder ............................................................................................................................................... 53

File Name Formula .................................................................................................................................. 54

Remove Blank Page ................................................................................................................................. 54

OCR 54

OCR Language ......................................................................................................................................... 54

File Name ................................................................................................................................................ 55

Scan Settings ........................................................................................................................................... 55

17 Scan to Rubex ....................................................................................................................................... 56

Default Folder ......................................................................................................................................... 57

Sub Folder ............................................................................................................................................... 57

File Name Formula .................................................................................................................................. 58

Remove Blank Page ................................................................................................................................. 58

OCR 58

OCR Language ......................................................................................................................................... 58

File Name ................................................................................................................................................ 59

Scan Settings ........................................................................................................................................... 59

18 Print from DocuWare ........................................................................................................................... 60

19 Scan to Local Folder- TIFF ..................................................................................................................... 61

Default Folder ......................................................................................................................................... 62

File Name Formula .................................................................................................................................. 62

File Name ................................................................................................................................................ 62

Scan Settings ........................................................................................................................................... 63

20 Operation of Workflow Application ........................................................................................... 64

21 Scan to Box ....................................................................................................................................... 66

22 Scan to Dropbox ............................................................................................................................. 67

23 Scan to GoogleDrive ............................................................................................................................. 68

24 Scan to OneDrive .................................................................................................................................. 69

25 Scan to OneDrive for Business ............................................................................................................. 70

Version 2.2

6 | P a g e R I C O H U S A I N C

26 Scan to SharePoint ............................................................................................................................... 71

27 Scan to RCM ......................................................................................................................................... 72

28 Scan to eFax .......................................................................................................................................... 73

29 Scan to eGoldFax .................................................................................................................................. 75

30 Scan to Fax ............................................................................................................................................ 77

31 Scan to Sharefile ................................................................................................................................... 79

32 Scan to DocuWare ................................................................................................................................ 80

33 Scan to Egnyte ...................................................................................................................................... 86

34 Scan to Rubex ....................................................................................................................................... 87

35 Print from DocuWare ........................................................................................................................... 88

36 Scan to Local Folder - TIFF .................................................................................................................... 89

37 Scan and Print Settings ......................................................................................................................... 91

Scan Settings ........................................................................................................................................... 91

Print Settings ........................................................................................................................................... 94

38 Limitations ........................................................................................................................................... 98

User Site Limitations ............................................................................................................................... 98

General Limitations ................................................................................................................................. 99

DocuWare Workflow Limitations ............................................................................................................ 99

Scan to Local Folder – TIFF Limitations ................................................................................................... 99

General Print Workflow Limitations ....................................................................................................... 99

Blank Page Removal Workflow Limitations ............................................................................................ 99

39 Appendix ............................................................................................................................................ 100

File Name Formula ................................................................................................................................ 100

Sample Formulas ................................................................................................................................... 100

How to Validate the Formula ................................................................................................................ 100

Formula Functions ................................................................................................................................ 100

Version 2.2

7 | P a g e R I C O H U S A I N C

1 Preface

This guide provides the details on how to use various connector workflow

applications

About This Guide

This guide is divided into following primary sections:

1. Introduction

This section lays the foundation for understanding the workflow specification

2. Cloud Service Coordination

This section describes how to use OAuth and to do service Coordination with

external cloud Services like Box, Dropbox, Google, OneDrive, OneDrive for

Business, SharePoint Online, RCM, etc.

3. Configuring Dictionary and Default Values

This section contains step-by-step instructions on how to configure settings

related to Connector applications in User Site

4. Operation of Connector Applications

This section contains step-by-step instructions on how to operate Connector

applications on MFP Operation panel

5. Limitations

Product Limitations

6. Appendix

This section contains additional reference materials

Note: The operation panel screen shot images and User Site images provided in

this document are for illustrative purposes only. These images may not reflect the

exact image you experience on your multi-functional printer (MFP device).

Version 2.2

8 | P a g e R I C O H U S A I N C

2 Introduction

What are Smart Integration Connectors?

Smart Integration Connectors consists of following workflows

1. Scan to Box

2. Scan to Dropbox

3. Scan to Google

4. Scan to OneDrive

5. Scan to OneDrive for Business

6. Scan to SharePoint

7. Scan to RCM

8. Scan to eFax

9. Scan to eGoldFax

10. Scan to Fax

11. Scan to Sharefile

12. Scan to DocuWare

13. Scan to Egnyte

14. Scan to Rubex

15. Print from DocuWare

16. Scan to Local Folder - TIFF

Version 2.2

9 | P a g e R I C O H U S A I N C

3 Cloud Service Connection

What is Cloud Service Connection?

Before using workflows, user need to establish External Service Connection with services

workflow uploads files to.

Refer to Smart Integration Cloud Service Connection User Guide for step-by-step

instructions.

Version 2.2

1 0 | P a g e R I C O H U S A I N C

4 Configuring default Values

Smart Integration User Configuration Site URL

https://na.accounts.ricoh.com/portal/login.html

Login to above site using your credentials.

Click on ‘Application settings’

Click on desired application to configure application settings.

Version 2.2

1 1 | P a g e R I C O H U S A I N C

5 Scan to Box

Version 2.2

1 2 | P a g e R I C O H U S A I N C

Default Folder

Box External Service connection need to be complete to set the default folder. Click on ‘Select Folder’, this

will display folder browsing dialog. Select a desired folder as default folder. Use search option if you are not

able to find your folder by scrolling.

Sub Folder This field can be used to enter sub folder under above selected folder. If the folder does not exist it will be

created before Scan file is uploaded.

Version 2.2

1 3 | P a g e R I C O H U S A I N C

File Name Formula

Note: If you want to create Filename based on Formula, do not enter ‘File Name’, also

leave ‘File Name’ field blank on Operation panel. User entered File Name has higher

priority than the File Name generated using Formula.

Default Formula:

MONTH(NOW()) & DAY(NOW()) & YEAR(NOW()) & "-" & HOUR(NOW()) & MINUTE(NOW()) &

SECOND(NOW())

Note: Refer to Appendix for Functions related to formula, samples and how to validate

formula before saving in User Site.

Use the ‘Check’ button to verify the File Name Formula Syntax

Remove Blank Page

Default value for Remove Blank Page can be configured.

OCR

Default value for OCR can be configured.

OCR Language Default value for OCR Language can be configured.

Version 2.2

1 4 | P a g e R I C O H U S A I N C

File Name

Enter Required Filename Default Value and also can setup dictionary of Keywords which

can be used in the filename. A delimiter/separator can also be configured, if multiple

keywords are used for naming the file.

Scan Settings

Version 2.2

1 5 | P a g e R I C O H U S A I N C

6 Scan to Dropbox

Version 2.2

1 6 | P a g e R I C O H U S A I N C

Default Folder

Dropbox External Service connection need to be complete to set the default folder. Click on ‘Select Folder’,

this will display folder browsing dialog. Select a desired folder as default folder. Use search option if you are

not able to find your folder by scrolling.

Sub Folder This field can be used to enter sub folder under above selected folder. If the folder does not exist it will be

created before Scan file is uploaded.

Version 2.2

1 7 | P a g e R I C O H U S A I N C

File Name Formula

Note: If you want to create Filename based on Formula, do not enter ‘File Name’, also

leave ‘File Name’ field blank on Operation panel. User entered File Name has higher

priority than the File Name generated using Formula.

Default Formula:

MONTH(NOW()) & DAY(NOW()) & YEAR(NOW()) & "-" & HOUR(NOW()) & MINUTE(NOW()) &

SECOND(NOW())

Note: Refer to Appendix for Functions related to formula, samples and how to validate

formula before saving in User Site.

Click on ‘Check’ button to verify the Syntax.

Remove Blank Page Default value for Remove Blank Page can be configured.

OCR Default value for OCR can be configured.

OCR Language

Default value for OCR Language can be configured.

Version 2.2

1 8 | P a g e R I C O H U S A I N C

File Name

Enter Required Filename Default Value and also can setup dictionary of Keywords which

can be used in the filename. A delimiter/separator can also be configured, if multiple

keywords are used for naming the file.

Scan Settings

Version 2.2

1 9 | P a g e R I C O H U S A I N C

7 Scan to GoogleDrive

Version 2.2

2 0 | P a g e R I C O H U S A I N C

Default Folder

Google External Service connection need to be complete to set the default folder. Click on ‘Select Folder’,

this will display folder browsing dialog. Select a desired folder as default folder. Use search option if you are

not able to find your folder by scrolling.

Sub Folder This field can be used to enter sub folder under above selected folder. If the folder does not exist it will be

created before Scan file is uploaded.

Version 2.2

2 1 | P a g e R I C O H U S A I N C

File Name Formula

Note: If you want to create Filename based on Formula, do not enter ‘File Name’, also

leave ‘File Name’ field blank on Operation panel. User entered File Name has higher

priority than the File Name generated using Formula.

Default Formula:

MONTH(NOW()) & DAY(NOW()) & YEAR(NOW()) & "-" & HOUR(NOW()) & MINUTE(NOW()) &

SECOND(NOW())

Note: Refer to Appendix for Functions related to formula, samples and how to validate

formula before saving in User Site.

Click on ‘Check’ button to verify the Syntax.

Remove Blank Page

Default value for Remove Blank Page can be configured.

OCR Default value for OCR can be configured.

OCR Language Default value for OCR Language can be configured.

Version 2.2

2 2 | P a g e R I C O H U S A I N C

File Name

Enter Required Filename Default Value and also can setup dictionary of Keywords which

can be used in the filename. A delimiter/separator can also be configured, if multiple

keywords are used for naming the file.

Scan Settings

Version 2.2

2 3 | P a g e R I C O H U S A I N C

8 Scan to OneDrive

Version 2.2

2 4 | P a g e R I C O H U S A I N C

Default Folder

OneDrive External Service connection need to be complete to set the default folder. Click on ‘Select Folder’,

this will display folder browsing dialog. Select a desired folder as default folder. Use search option if you are

not able to find your folder by scrolling.

Sub Folder This field can be used to enter sub folder under above selected folder. If the folder does not exist it will be

created before Scan file is uploaded.

Version 2.2

2 5 | P a g e R I C O H U S A I N C

File Name Formula

Note: If you want to create Filename based on Formula, do not enter ‘File Name’, also

leave ‘File Name’ field blank on Operation panel. User entered File Name has higher

priority than the File Name generated using Formula.

Default Formula:

MONTH(NOW()) & DAY(NOW()) & YEAR(NOW()) & "-" & HOUR(NOW()) & MINUTE(NOW()) &

SECOND(NOW())

Note: Refer to Appendix for Functions related to formula, samples and how to validate

formula before saving in User Site.

Click on ‘Check’ button to verify the Syntax.

Remove Blank Page

Default value for Remove Blank Page can be configured.

OCR Default value for OCR can be configured.

OCR Language Default value for OCR Language can be configured.

Version 2.2

2 6 | P a g e R I C O H U S A I N C

File Name

Enter Required Filename Default Value and also can setup dictionary of Keywords which

can be used in the filename. A delimiter/separator can also be configured, if multiple

keywords are used for naming the file.

Scan Settings

Version 2.2

2 7 | P a g e R I C O H U S A I N C

9 Scan to OneDrive for Business

Version 2.2

2 8 | P a g e R I C O H U S A I N C

Default Folder

Office365 External Service connection need to be complete to set the default folder. Click on ‘Select Folder’,

this will display folder browsing dialog. Select a desired folder as default folder. Use search option if you are

not able to find your folder by scrolling.

Sub Folder This field can be used to enter sub folder under above selected folder. If the folder does not exist it will be

created before Scan file is uploaded.

Version 2.2

2 9 | P a g e R I C O H U S A I N C

File Name Formula

Note: If you want to create Filename based on Formula, do not enter ‘File Name’, also

leave ‘File Name’ field blank on Operation panel. User entered File Name has higher

priority than the File Name generated using Formula.

Default Formula:

MONTH(NOW()) & DAY(NOW()) & YEAR(NOW()) & "-" & HOUR(NOW()) & MINUTE(NOW()) &

SECOND(NOW())

Note: Refer to Appendix for Functions related to formula, samples and how to validate

formula before saving in User Site.

Click on ‘Check’ button to verify the Syntax.

Remove Blank Page

Default value for Remove Blank Page can be configured.

OCR Default value for OCR can be configured.

OCR Language Default value for OCR Language can be configured.

Version 2.2

3 0 | P a g e R I C O H U S A I N C

File Name

Enter Required Filename Default Value and also can setup dictionary of Keywords which

can be used in the filename. A delimiter/separator can also be configured, if multiple

keywords are used for naming the file.

Scan Settings

Version 2.2

3 1 | P a g e R I C O H U S A I N C

10 Scan to SharePoint

Version 2.2

3 2 | P a g e R I C O H U S A I N C

Default Folder

Office 365 External Service connection need to be complete to set the default folder. Click on ‘Select Folder’,

this will display folder browsing dialog. Select a desired folder as default folder. Use search option if you are

not able to find your folder by scrolling.

Sub Folder This field can be used to enter sub folder under above selected folder. If the folder does not exist it will be

created before Scan file is uploaded.

Version 2.2

3 3 | P a g e R I C O H U S A I N C

File Name Formula

Note: If you want to create Filename based on Formula, do not enter ‘File Name’, also

leave ‘File Name’ field blank on Operation panel. User entered File Name has higher

priority than the File Name generated using Formula.

Default Formula:

MONTH(NOW()) & DAY(NOW()) & YEAR(NOW()) & "-" & HOUR(NOW()) & MINUTE(NOW()) &

SECOND(NOW())

Note: Refer to Appendix for Functions related to formula, samples and how to validate

formula before saving in User Site.

Click on ‘Check’ button to verify the Syntax.

Remove Blank Page

Default value for Remove Blank Page can be configured.

OCR Default value for OCR can be configured.

OCR Language Default value for OCR Language can be configured.

Version 2.2

3 4 | P a g e R I C O H U S A I N C

File Name

Enter Required Filename Default Value and also can setup dictionary of Keywords which

can be used in the filename. A delimiter/separator can also be configured, if multiple

keywords are used for naming the file.

Scan Settings

Version 2.2

3 5 | P a g e R I C O H U S A I N C

11 Scan to eFax

Note: Scan to eFax uses your Google account with which you have done External Service

Connection for Google in RICOH Smart Integration platform to send email. User need to

enter same Gmail address under ‘Send Email Addresses’ in user’s eFax account.

Version 2.2

3 6 | P a g e R I C O H U S A I N C

Example: Enter your Google Account address above, with which you have done External

Service Connection in RICOH Smart Integration

Version 2.2

3 7 | P a g e R I C O H U S A I N C

Fax Number

Fax numbers can be configured in the dictionary, which can be used as an address book

at the MFP operation panel. Both ‘Label’ and ‘Value’ are required fields. MFP Operation

Panel displays text entered in ‘Label’ field.

Supports Multiple Fax Numbers. By pressing ‘+’ additional fax numbers can be added.

Scan Settings

Version 2.2

3 8 | P a g e R I C O H U S A I N C

12 Scan to eGoldFax

Note: Scan to eGoldFax uses your Google account with which you have done External

Service Connection for Google in RICOH Smart Integration platform to send email. User

need to enter same Gmail address under ‘Allowed Email Addresses’ in user’s eGoldFax

account.

Version 2.2

3 9 | P a g e R I C O H U S A I N C

Example: Enter your Google Account address above, with which you have done External

Service Connection in RICOH Smart Integration

Version 2.2

4 0 | P a g e R I C O H U S A I N C

Fax Number

Fax numbers can be configured in the dictionary, which can be used as an address book

at the MFP operation panel. Both ‘Label’ and ‘Value’ are required fields. MFP Operation

Panel displays text entered in ‘Label’ field.

Supports Multiple Fax Number Input. By pressing ‘+’ additional fax number can be

entered.

Scan Settings

Version 2.2

4 1 | P a g e R I C O H U S A I N C

13 Scan to Fax

Note: Scan to Fax uses RICOH Smart Integration email service to send emails. Email from

address will be like no_reply@ na.smart-integration.ricoh.com. Please make sure the fax

service you are using accepts email from such an address.

Version 2.2

4 2 | P a g e R I C O H U S A I N C

Fax Service Domain

Configure your Fax Service domain name here. This domain name is added to fax number

entered in the User Interface and used as ‘To’ email address. Both ‘Label’ and ‘Value’ are

required fields. MFP Operation Panel displays text entered in ‘Label’ field.

Example: 14085551212@opentextdemo.com

Fax Number

Fax numbers can be configured in the dictionary, which can be used as an address book

at the MFP operation panel.

Supports multiple fax numbers. Multiple Fax numbers can be input, by pressing ‘+’.

Version 2.2

4 3 | P a g e R I C O H U S A I N C

Scan Settings

Version 2.2

4 4 | P a g e R I C O H U S A I N C

14 Scan to Sharefile

Version 2.2

4 5 | P a g e R I C O H U S A I N C

Default Folder

Sharefile External Service connection need to be complete to set the default folder. Click on ‘Select Folder’,

this will display folder browsing dialog. Select a desired folder as default folder. Use search option if you are

not able to find your folder by scrolling.

Sub Folder This field can be used to enter sub folder under above selected folder. If the folder does not exist it will be

created before Scan file is uploaded.

Version 2.2

4 6 | P a g e R I C O H U S A I N C

File Name Formula

Note: If you want to create Filename based on Formula, do not enter ‘File Name’, also

leave ‘File Name’ field blank on Operation panel. User entered File Name has higher

priority than the File Name generated using Formula.

Default Formula:

MONTH(NOW()) & DAY(NOW()) & YEAR(NOW()) & "-" & HOUR(NOW()) & MINUTE(NOW()) &

SECOND(NOW())

Note: Refer to Appendix for Functions related to formula, samples and how to validate

formula before saving in User Site.

Click on ‘Check’ button to verify the Syntax.

Remove Blank Page

Default value for Remove Blank Page can be configured.

OCR Default value for OCR can be configured.

OCR Language Default value for OCR Language can be configured.

Version 2.2

4 7 | P a g e R I C O H U S A I N C

File Name

Enter Required Filename Default Value and also can setup dictionary of Keywords which

can be used in the filename. A delimiter/separator can also be configured, if multiple

keywords are used for naming the file.

Scan Settings

Version 2.2

4 8 | P a g e R I C O H U S A I N C

15 Scan to DocuWare

Version 2.2

4 9 | P a g e R I C O H U S A I N C

Default Folder

DocuWare External Service connection need to be complete to set the default folder. Click on ‘Select Folder’,

this will display folder browsing dialog. Select a desired folder as default folder. Use search option if you are

not able to find your folder by scrolling.

Version 2.2

5 0 | P a g e R I C O H U S A I N C

File Name Formula

Note: If you want to create Filename based on Formula, do not enter ‘File Name’, also

leave ‘File Name’ field blank on Operation panel. User entered File Name has higher

priority than the File Name generated using Formula.

Default Formula:

MONTH(NOW()) & DAY(NOW()) & YEAR(NOW()) & "-" & HOUR(NOW()) & MINUTE(NOW()) &

SECOND(NOW())

Note: Refer to Appendix for Functions related to formula, samples and how to validate

formula before saving in User Site.

Click on ‘Check’ button to verify the Syntax.

Remove Blank Page

Default value for Remove Blank Page can be configured.

OCR Default value for OCR can be configured.

OCR Language Default value for OCR Language can be configured.

Version 2.2

5 1 | P a g e R I C O H U S A I N C

File Name

Enter Required Filename Default Value and also can setup dictionary of Keywords which

can be used in the filename. A delimiter/separator can also be configured, if multiple

keywords are used for naming the file.

Scan Settings

Version 2.2

5 2 | P a g e R I C O H U S A I N C

16 Scan to Egnyte

Version 2.2

5 3 | P a g e R I C O H U S A I N C

Default Folder

Egnyte External Service connection need to be complete to set the default folder. Click on ‘Select Folder’,

this will display folder browsing dialog. Select a desired folder as default folder. Use search option if you are

not able to find your folder by scrolling.

Sub Folder This field can be used to enter sub folder under above selected folder. If the folder does not exist it will be

created before Scan file is uploaded.

Version 2.2

5 4 | P a g e R I C O H U S A I N C

File Name Formula

Note: If you want to create Filename based on Formula, do not enter ‘File Name’, also

leave ‘File Name’ field blank on Operation panel. User entered File Name has higher

priority than the File Name generated using Formula.

Default Formula:

MONTH(NOW()) & DAY(NOW()) & YEAR(NOW()) & "-" & HOUR(NOW()) & MINUTE(NOW()) &

SECOND(NOW())

Note: Refer to Appendix for Functions related to formula, samples and how to validate

formula before saving in User Site.

Click on ‘Check’ button to verify the Syntax.

Remove Blank Page

Default value for Remove Blank Page can be configured.

OCR Default value for OCR can be configured.

OCR Language Default value for OCR Language can be configured.

Version 2.2

5 5 | P a g e R I C O H U S A I N C

File Name

Enter Required Filename Default Value and also can setup dictionary of Keywords which

can be used in the filename. A delimiter/separator can also be configured, if multiple

keywords are used for naming the file.

Scan Settings

Version 2.2

5 6 | P a g e R I C O H U S A I N C

17 Scan to Rubex

Version 2.2

5 7 | P a g e R I C O H U S A I N C

Default Folder

Rubex External Service connection need to be complete to set the default folder. Click on ‘Select Folder’, this

will display folder browsing dialog. Select a desired folder as default folder. Use search option if you are not

able to find your folder by scrolling.

Sub Folder This field can be used to enter sub folder under above selected folder. If the folder does not exist it will be

created before Scan file is uploaded.

Version 2.2

5 8 | P a g e R I C O H U S A I N C

File Name Formula

Note: If you want to create Filename based on Formula, do not enter ‘File Name’, also

leave ‘File Name’ field blank on Operation panel. User entered File Name has higher

priority than the File Name generated using Formula.

Default Formula:

MONTH(NOW()) & DAY(NOW()) & YEAR(NOW()) & "-" & HOUR(NOW()) & MINUTE(NOW()) &

SECOND(NOW())

Note: Refer to Appendix for Functions related to formula, samples and how to validate

formula before saving in User Site.

Click on ‘Check’ button to verify the Syntax.

Remove Blank Page

Default value for Remove Blank Page can be configured.

OCR Default value for OCR can be configured.

OCR Language Default value for OCR Language can be configured.

Version 2.2

5 9 | P a g e R I C O H U S A I N C

File Name

Enter Required Filename Default Value and also can setup dictionary of Keywords which

can be used in the filename. A delimiter/separator can also be configured, if multiple

keywords are used for naming the file.

Scan Settings

Version 2.2

6 0 | P a g e R I C O H U S A I N C

18 Print from DocuWare

Default Print Settings and Base Folder (Document tray or Cabinet) can be configured.

Version 2.2

6 1 | P a g e R I C O H U S A I N C

19 Scan to Local Folder- TIFF

Version 2.2

6 2 | P a g e R I C O H U S A I N C

Default Folder

Set the default Folder here. (Note: Enter proper path folder browsing for on-premises server is not available)

File Name Formula

Note: If you want to create Filename based on Formula, do not enter ‘File Name’, also

leave ‘File Name’ field blank on Operation panel. User entered File Name has higher

priority than the File Name generated using Formula.

Default Formula:

MONTH(NOW()) & DAY(NOW()) & YEAR(NOW()) & "-" & HOUR(NOW()) & MINUTE(NOW()) &

SECOND(NOW())

Note: Refer to Appendix for Functions related to formula, samples and how to validate

formula before saving in User Site.

Clicking on ‘Check’ button will do Syntax check of the formula.

File Name

Enter Required Filename Default Value and also can setup dictionary of Keywords which

can be used in the filename. A delimiter/separator can also be configured, if multiple

keywords are used for naming the file.

Version 2.2

6 3 | P a g e R I C O H U S A I N C

Scan Settings

Version 2.2

6 4 | P a g e R I C O H U S A I N C

20 Operation of Workflow Application

Smart Integration MFP BrowserNX URL

https://www.na.smart-integration.ricoh.com/si-apps/pub/index.html

Ricoh Smart Integration Initial Login

Above URL is available as Bookmark ICON on MFP. Very first time, administrator need to

login to the site either using Tenant ID, User ID and Password or Email address and

password.

Option 1: Login with Tenant ID

Option 2: Login with Email Address

After administrator login subscribed application will be displayed

Version 2.2

6 5 | P a g e R I C O H U S A I N C

Use the Home List button to Select required home screen.

Select ‘Smart Integration Connectors’ from the list. This displays applications available in

that home screen. Touch on desired application.

Version 2.2

6 6 | P a g e R I C O H U S A I N C

21 Scan to Box

Following settings are available:

A. Folder

Select desired folder to which Scanned document needs to be uploaded.

B. Sub Folder

Entering a value here creates Folder under Folder Selected above, if the sub folder

does not exist. Scan file is uploaded to subfolder. This is an optional field.

C. OCR

Supports these values: Off, PDF, PDFA, Word, Excel

D. OCR Language

Supports these values: English, French, Spanish, Portuguese Brazilian

E. File Name

Workflow supports File Name formula, entering file name here overrides filename

generated by formula.

F. Remove Blank Page

Workflow supports Blank Page Removal. Values: OFF, ON

Version 2.2

6 7 | P a g e R I C O H U S A I N C

22 Scan to Dropbox

Following settings are available:

A. Folder

Select desired folder to which Scanned document needs to be uploaded.

B. Sub Folder

Entering a value here creates Folder under Folder Selected above, if the sub folder does

not exist. Scan file is uploaded to subfolder. This is an optional field.

C. OCR

Supports these values: Off, PDF, PDFA, Word, Excel

D. OCR Language

Supports these values: English, French, Spanish, Portuguese Brazilian

E. File Name

Workflow supports File Name formula, entering file name here overrides filename

generated by formula.

F. Remove Blank Page

Workflow supports Blank Page Removal. Values: OFF, ON

Version 2.2

6 8 | P a g e R I C O H U S A I N C

23 Scan to GoogleDrive

Following settings are available:

A. Folder

Select desired folder to which Scanned document needs to be uploaded.

B. Sub Folder

Entering a value here creates Folder under Folder Selected above, if the sub folder does

not exist. Scan file is uploaded to subfolder. This is an optional field.

C. OCR

Supports these values: Off, PDF, PDFA, Word, Excel

D. OCR Language

Supports these values: English, French, Spanish, Portuguese Brazilian

E. File Name

Workflow supports File Name formula, entering file name here overrides filename

generated by formula.

F. Remove Blank Page

Workflow supports Blank Page Removal. Values: OFF, ON

Version 2.2

6 9 | P a g e R I C O H U S A I N C

24 Scan to OneDrive

Following settings are available:

A. Folder

Select desired folder to which Scanned document needs to be uploaded.

B. Sub Folder

Entering a value here creates Folder under Folder Selected above, if the sub folder does

not exist. Scan file is uploaded to subfolder. This is an optional field.

C. OCR

Supports these values: Off, PDF, PDFA, Word, Excel

D. OCR Language

Supports these values: English, French, Spanish, Portuguese Brazilian

E. File Name

Workflow supports File Name formula, entering file name here overrides filename

generated by formula.

F. Remove Blank Page

Workflow supports Blank Page Removal. Values: OFF, ON

Version 2.2

7 0 | P a g e R I C O H U S A I N C

25 Scan to OneDrive for Business

Following settings are available:

A. Folder

Select desired folder to which Scanned document needs to be uploaded.

B. Sub Folder

Entering a value here creates Folder under Folder Selected above, if the sub folder does

not exist. Scan file is uploaded to subfolder. This is an optional field.

C. OCR

Supports these values: Off, PDF, PDFA, Word, Excel

D. OCR Language

Supports these values: English, French, Spanish, Portuguese Brazilian

E. File Name

Workflow supports File Name formula, entering file name here overrides filename

generated by formula.

F. Remove Blank Page

Workflow supports Blank Page Removal. Values: OFF, ON

Version 2.2

7 1 | P a g e R I C O H U S A I N C

26 Scan to SharePoint

Following settings are available:

A. Folder

Select desired folder to which Scanned document needs to be uploaded.

B. Sub Folder

Entering a value here creates Folder under Folder Selected above, if the sub folder does

not exist. Scan file is uploaded to subfolder. This is an optional field.

C. OCR

Supports these values: Off, PDF, PDFA, Word, Excel

D. OCR Language

Supports these values: English, French, Spanish, Portuguese Brazilian

E. File Name

Workflow supports File Name formula, entering file name here overrides filename

generated by formula.

F. Remove Blank Page

Workflow supports Blank Page Removal. Values: OFF, ON

Version 2.2

7 2 | P a g e R I C O H U S A I N C

27 Scan to RCM

Following settings are available:

A. Folder

Select desired folder to which Scanned document needs to be uploaded.

B. Sub Folder

Entering a value here creates Folder under Folder Selected above, if the sub folder does

not exist. Scan file is uploaded to subfolder. This is an optional field.

C. OCR

Supports these values: Off, PDF, PDFA, Word, Excel

D. OCR Language

Supports these values: English, French, Spanish, Portuguese Brazilian

E. File Name

Workflow supports File Name formula, entering file name here overrides filename

generated by formula.

F. Remove Blank Page

Workflow supports Blank Page Removal. Values: OFF, ON

Version 2.2

7 3 | P a g e R I C O H U S A I N C

28 Scan to eFax

Following settings are available:

A. Fax Number

Enter Fax number, dictionary can be used to preconfigure Fax numbers, in user site.

Touching ‘Fax Number(s)’ displays following screen.

Pressing ‘+’ displays additional ‘Fax Number’ input fields. Touching the Fax Number field

displays Fax Number dictionary.

Version 2.2

7 4 | P a g e R I C O H U S A I N C

User Can select a Label from dictionary or enter number.

Version 2.2

7 5 | P a g e R I C O H U S A I N C

29 Scan to eGoldFax

Following settings are available:

A. Fax Number

Enter Fax number, dictionary can be used to preconfigure Fax numbers, in user site.

Touching ‘Fax Number(s)’ displays following screen.

Pressing ‘+’ displays additional ‘Fax Number’ input fields. Touching the Fax Number field

displays Fax Number dictionary.

Version 2.2

7 6 | P a g e R I C O H U S A I N C

User Can select a label from dictionary or enter number.

Version 2.2

7 7 | P a g e R I C O H U S A I N C

30 Scan to Fax

Following settings are available:

1. Fax Number

Enter Fax number, dictionary can be used to preconfigure Fax numbers, in user site.

Touching ‘Fax Number(s)’ displays following screen.

Pressing ‘+’ displays additional ‘Fax Number’ input fields. Touching the Fax Number field

displays Fax Number dictionary.

Version 2.2

7 8 | P a g e R I C O H U S A I N C

User Can select a Label from dictionary or enter number.

Version 2.2

7 9 | P a g e R I C O H U S A I N C

31 Scan to Sharefile

Following settings are available:

A. Folder

Select desired folder to which Scanned document needs to be uploaded.

B. Sub Folder

Entering a value here creates Folder under Folder Selected above, if the sub folder does

not exist. Scan file is uploaded to subfolder. This is an optional field.

C. OCR

Supports these values: Off, PDF, PDFA, Word, Excel

D. OCR Language

Supports these values: English, French, Spanish, Portuguese Brazilian

E. File Name

Workflow supports File Name formula, entering file name here overrides filename

generated by formula.

F. Remove Blank Page

Workflow supports Blank Page Removal. Values: OFF, ON

Version 2.2

8 0 | P a g e R I C O H U S A I N C

32 Scan to DocuWare

Following settings are available:

A. Document Tray/File Cabinet

Select desired Document Tray or Cabinet to which Scanned document needs to

be uploaded.

At root level ‘Document Trays’ and ‘File Cabinets’ are displayed. These are virtual

folders and not selectable. Touch on ‘Document Tray’ or ‘File Cabinets’ to list Tray

or Cabinets respectively.

Version 2.2

8 1 | P a g e R I C O H U S A I N C

Version 2.2

8 2 | P a g e R I C O H U S A I N C

Here is the Hierarchy of Document Tray/File Cabinets

/

-Document Trays - Document Tray 1 – File Cabinet 1 – Store Dialog 1

-- Store Dialog 2

-- Store Dialog n

– File Cabinet 2 – Store Dialog 1

-- Store Dialog 2

-- Store Dialog n

- Document Tray 2 – File Cabinet 1 – Store Dialog 1

-- Store Dialog 2

-- Store Dialog n

– File Cabinet 2 – Store Dialog 1

-- Store Dialog 2

-- Store Dialog n

-File Cabinets - File Cabinet 1

- File Cabinet 2

- File Cabinet n

Selecting different Store dialog under Document Trays let user to Scan to that Cabinet

with index values setup in the selected Store Dialog.

Version 2.2

8 3 | P a g e R I C O H U S A I N C

Search is Supported after selection of ‘Document Tray’ or ‘File Cabinets’. As shown

below

B. OCR

Supports these values: Off, PDF, PDFA, Word, Excel

C. OCR Language

Supports these values: English, French, Spanish, Portuguese Brazilian

D. File Name

Workflow supports File Name formula, entering file name here overrides filename

generated by formula.

E. Remove Blank Page

Workflow supports Blank Page Removal. Values: OFF, ON

Version 2.2

8 4 | P a g e R I C O H U S A I N C

F. Index

Based on the selected Document Tray or Cabinet, index fields are displayed. User

can set the index values after touching the area next to index.

Sample Index Fields. Index fields depends on the Document Tray or Cabinet selected.

Sample List Index Field, Dictionary type interface is supported. User can select from

already listed items or enter a new value.

Version 2.2

8 5 | P a g e R I C O H U S A I N C

Touch on Calendar button to select date

Sample Date Field

Version 2.2

8 6 | P a g e R I C O H U S A I N C

33 Scan to Egnyte

Following settings are available:

A. Folder

Select desired folder to which Scanned document needs to be uploaded.

B. Sub Folder

Entering a value here creates Folder under Folder Selected above, if the sub folder does

not exist. Scan file is uploaded to subfolder. This is an optional field.

C. OCR

Supports these values: Off, PDF, PDFA, Word, Excel

D. OCR Language

Supports these values: English, French, Spanish, Portuguese Brazilian

E. File Name

Workflow supports File Name formula, entering file name here overrides filename

generated by formula.

F. Remove Blank Page

Workflow supports Blank Page Removal. Values: OFF, ON

Version 2.2

8 7 | P a g e R I C O H U S A I N C

34 Scan to Rubex

Following settings are available:

A. Folder

Select desired folder to which Scanned document needs to be uploaded.

B. Sub Folder

Entering a value here creates Folder under Folder Selected above, if the sub folder does

not exist. Scan file is uploaded to subfolder. This is an optional field.

C. OCR

Supports these values: Off, PDF, PDFA, Word, Excel

D. OCR Language

Supports these values: English, French, Spanish, Portuguese Brazilian

E. File Name

Workflow supports File Name formula, entering file name here overrides filename

generated by formula.

F. Remove Blank Page

Workflow supports Blank Page Removal. Values: OFF, ON

Version 2.2

8 8 | P a g e R I C O H U S A I N C

35 Print from DocuWare

Users can browse and select files and print. Only printable files are enabled to select. Also,

Multi-select is supported. Filename search using keyword is supported.

Version 2.2

8 9 | P a g e R I C O H U S A I N C

36 Scan to Local Folder - TIFF

Touch on ‘Scan to Local Folder – TIFF’ after login following screen is displayed.

Click on folder to browse and select Folder

Version 2.2

9 0 | P a g e R I C O H U S A I N C

Click on ‘Scan Settings’ to change Scan Settings

Note: Only B&W Text/Photo Mode is available for Scan Mode

Version 2.2

9 1 | P a g e R I C O H U S A I N C

37 Scan and Print Settings

Scan Settings

Touch on ‘Scan Settings’ to display Scan Settings Screen

Checking ‘Preview’ will enable Scan document Preview on MFP Operation Panel.

Version 2.2

9 2 | P a g e R I C O H U S A I N C

Scan Settings Available Options

Scan Color mode

Original Sides

Document Orientation

Scan Resolution

Version 2.2

9 3 | P a g e R I C O H U S A I N C

Document size

Manual Density Range -3 to +3

Scan Method

Version 2.2

9 4 | P a g e R I C O H U S A I N C

Print Settings

Touch on ‘Print Settings’ to display Print Settings Screen

Version 2.2

9 5 | P a g e R I C O H U S A I N C

Print Settings Available Options

Print Color Mode

Copies Range 1-999

Sides

Input Tray

Collate/Stacking

Version 2.2

9 6 | P a g e R I C O H U S A I N C

N-Up

Paper Size

Version 2.2

9 7 | P a g e R I C O H U S A I N C

Staple

Punch

Note: Some finishing options like Staple and Punch are available only when appropriate

finishing unit is installed with Multifunction Device

Version 2.2

9 8 | P a g e R I C O H U S A I N C

38 Limitations

User Site Limitations

• Supported Browsers for User Site are:

o Internet Explorer: 11 or later

o Edge: Latest Version

o Chrome: Latest Version

o Firefox: Latest Version

• Limitations for Home Screen/Applications

o Home: Maximum 20 for each profile, Max 32 characters for the name.

o Applications: Maximum 18 for each home screen, Max 32 characters for the

name

• User Management

o Email address is unique in the system; same Email address cannot be used

even if user belongs to different Tenants

o Users belong to same tenant cannot set different time zones

o User cannot change their login Email address, need admins assistance to

change email address

Version 2.2

9 9 | P a g e R I C O H U S A I N C

General Limitations

• Once Administrator has logged in to a Tenant on MFP, administrator from another

tenant cannot login to same MFP. Refer to guide on ‘How to remove registered

device’

• Back button inside application display screen must be used, instead for ‘Back’

button on the operation panel.

• Folder and File Search results varies from Cloud Service to Cloud Service, this

depends on the Search API for each service.

DocuWare Workflow Limitations

• Keyword Search is supported after selecting either ‘Document Trays’ or ‘File

Cabinets’ at the root level in file browsing dialog

• Table type index fields are not supported.

Scan to Local Folder – TIFF Limitations Maximum Scan file size is limited to 50MB

General Print Workflow Limitations

(Print from DocuWare)

Printer shows this Message: "The print job has been aborted due to a data format error."

this is because of document size of the file is not supported by printer.

This may occur when users try to re-print scanned document. To avoid this error, Scan

document with specific size (like Letter or A4 etc. instead of Auto)

Blank Page Removal Workflow Limitations When Blank Page is enabled, Maximum Scan file size is limited to 50MB

Version 2.2

1 0 0 | P a g e R I C O H U S A I N C

39 Appendix

File Name Formula

Formula functions are similar to Microsoft Excel Formulas. Not all Excel functions are

relevant and supported.

Following two variables from the workflow application are available to use in the formula

1. TenantId [Smart Integration Tenant ID]

2. UserId [Smart Integration User ID]

Sample Formulas

Formula Result

YEAR(NOW()) & "-" & MONTH(NOW()) & "-" & DAY(NOW()) & "-" & HOUR(NOW()) & MINUTE(NOW()) & SECOND(NOW())

2018-12-21-102657

YEAR(NOW()) & “-INVOICE” 2018-INVOICE

_[UserId] & “-“ & YEAR(NOW()) & "-" & MONTH(NOW()) & "-" & DAY(NOW())

TOM-2018-12-21

How to Validate the Formula

Use the ‘Check’ button next File Name Formula to Validate the Syntax

Formula Functions Formula Evaluation is based on Open Source, Apache POI

Note: Please see link below. All formulas listed may not be relevant to workflow

application. Here is list of formulas.

http://poi.apache.org/components/spreadsheet/eval-devguide.html