Scan to Workflow Guide

Last Updated: September 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.

Control Panel Application login screen showing scan badge option on left and username and password entered on right.

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.

Continuous Scan

Environments with Toshiba e-Studio or Konica Minolta bEST-certified devices might have Continuous Scan turned on, which presents a slightly different interface. Along with the single scan function, the Multi Scan option appears, which lets you add more pages from the same source or a different source. When you finish the device combines all scanned pages into one PDF, preserving the order in which pages were scanned.

5. Update the file name as needed, and then select Multi Scan.

Scan to Storage screen, showing Multi Scan button.

5a. After the first scan, select Scan More to scan additional pages, or select Send to finish.

Scan to Storage screen, showing prompt for more pages to scan.

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.