Scan to Workflow Guide

Last Updated: June 08, 2026

You can scan documents or images and send the scanned files directly to a workflow. You can access this functionality directly from the control panel on supported printers.

Scan to Workflow

1. Sign in to the CPA.

CPA Login screen, showing fields for User sign-in option.

2. Select Scan.

CPA screen, showing Print and Scan options.

3. Select the Workflow icon.

"Scan to" screen, showing Email, Storage, and Workflow options.

4. Select the desired workflow.

Scan to Workflow screen, showing Invoice Process option selected.

5. You can modify the file name if you select the File Name field.

Scan to Workflow screen, showing scan name in File Name field.

6. Use the on-screen keyboard to modify the file name. Use the Hide Keyboard key.

Scan to Workflow screen, showing modified scan name in File Name field.

7. If you want to adjust any scan preferences, select Preferences.

Scan to Workflow screen, showing Preferences button and Scan button.

7a. Make any adjustments as needed.

Scan Preferences screen, showing options selected for Paper Size, Color Mode, and File Type fields.

8. Select Scan.

Scan to Workflow screen, showing Preferences button and Scan button.

The In Progress screen displays while the document is scanned.

Scan to Workflow screen, showing Scanning Document message.

Scan Notifications

When a scan completes successfully, the following message appears:

Scan to Workflow screen, showing successful scan icon.

When a scan completes with errors, the following message appears:

Scan screen, showing error code, Return to Start Screen button, and Try Again button.