Getting Started

Konica Minolta’s Dispatcher ScanTrip Cloud is a fully cloud-based document processing solution that automates document workflows, optimizes business processes, reduces costs, and increases productivity for organizations large and small. Because Dispatcher ScanTrip Cloud resides in the cloud, your team can access its robust set of features from anywhere.

At the core is our graphical Workflow Designer, via which you can create automated workflows quickly and easily to meet all your document processing needs. To support your workflow management, Dispatcher ScanTrip Cloud provides comprehensive tenant administration features with flexible user roles and permissions to enable you to control access to your workflows and devices.

Content Covered in this Help Site

This help site describes all of the features and functionality of Dispatcher ScanTrip Cloud. However, all features may not be available to you in your tenant, depending on the following:

• Device licenses - To execute workflows on a device, the device must be licensed in your tenant.

• Role assignments - Access to pages and functions in a tenant is restricted to privileged users. That is, users must be granted permissions to access the various pages and functions within a tenant.

Content in this help file falls into the following basic categories:

• Tenant administration - Directed at tenant members with tenant admin permissions.

• Workflow management - Directed at tenant members who use workflows.

A View of a Tenant

The following illustration shows the Workflow Management page.

Note the following:

1. Tenant name is "Lemonade Stand" .

2. Logged-in user is Lee.

3. The Navigation pane provides links to the pages in the tenant to which Mattius has access permissions, including Device Management, User Management, etc.

4. The "Scan to Dropbox" workflow is selected in the My Workflows table.

5. The Workflow Preview panel shows a preview of the selected workflow.

Dispatcher ScanTrip Cloud Basics

The following sections provide quick overviews of some of the key features of the system, and introduce terminology you will need to know when using this help site.

Tenants

Access to Dispatcher ScanTrip Cloud is provided through a tenancy. After purchasing a Dispatcher ScanTrip Cloud package, your tenant administrator creates your tenant. The purchase includes a number of individual licenses. These licenses are required for certain functionality in the tenant:

• Devices (MFPs) must be registered with a Device license before users can run workflows on them.

Next, your tenant administrator sets up the tenant, including:

• Inviting people to join the tenant.

• Assigning user roles to those who accept their invitation.

• Adding devices to the tenant.

Workflows

Privileged tenant members can begin creating workflows (or importing existing workflows) immediately upon tenant creation. However, most workflows cannot be run until a minimum of tenant setup has been completed. For example, devices running a workflow must be licensed, and users must be granted workflow permissions to access and run workflows.

In addition, most nodes in a workflow require configuration. For example, the Dropbox Connector node must be authenticated to a valid Dropbox account. However, Dispatcher ScanTrip Cloud is designed for speed and ease of use. Most workflow configurations can be completed in a matter of minutes. A few nodes, such as the Advanced OCR node, require more detailed configuration.

Global Page Elements

The following illustration shows the Home page, with the callouts indicating many of the global page elements - elements that appear on all pages in the tenant:

Title Bar

The Title bar appears at the top of every page in the tenant. It includes the following:

• Dispatcher ScanTrip Cloud icon and logo - Select this to access the tenant’s Home page.

• Tenant Selector - Displays the name of the tenant, and includes a dropdown menu providing access to any other tenants to which you have access.

• Notifications icon - Displays a list of high-alert tenant notifications to the logged-on user, indicating the user should take action.

• User menu - Displays the logged-on user’s first name, and provides access to the User menu.

Navigation Pane

The Navigation pane provides links to the pages in the tenant to which you have access, depending on your Licensing Tier and user roles. The following is a full list of available pages:

• Dashboard - A reporting tool that displays you to see user, device, and workflow usage in the tenant.

• Workflows - Manage your workflows here. Access the Workflow Designer.

• Devices - Manage your MFP inputs.

• Users - Manage new and existing users.

• Forms - Manage your Dispatcher ScanTrip Cloud forms here. Access the Form Builder.

• Logs - View and filter the complete list of internal notifications generated by your tenant.

Tenant Selector

The Tenant Selector appears on the Title bar. It displays the name of the tenant, and provides access to the Tenant Selector menu. To view the Tenant Selector menu, and/or open a new tenant, do the following:

1. Select the tenant name or the arrow next to it.

2. Select a tenant name from the drop-down list. You exit from the current tenant and the selected tenant appears.

Notes:

• You can have only one tenant open at a time.

• If a tenant of which you are a member does not appear on the list, you can manually add it by entering the tenant URL in the field provided and selecting +.

Notifications Icon

The Notifications icon appears on the Title bar, providing access to a list of “high-alert” tenant notifications requiring your attention (for example, one of your workflows encountered a processing error). A red bubble next to the icon indicates notifications are available. The number inside the bubble indicates the number of notifications on the list.

Select the icon to display your notifications. Each contains a brief description of the issue and recommended steps you can take to address the issue. Note that once you view and then close the Notifications popup window, its messages are deleted and the Notifications icon returns to an inactive state.

Dispatcher Stratus deletes system messages, including notifications, from the tenant after 7 days.

User Menu

The User menu appears on the Title bar, displaying your user name and providing access to additional pages in the tenant. The pages that appear for you, and their content, may be restricted by your user roles. The following is a full list of available pages:

• Switch to Manager - Switch from the Admin site to the Tenant Manager site. This option appears only if you have the Tenant Manager role for one or more tenants.

• Profile - View and edit information and settings within your tenant.

• Send Feedback - Ask questions, leave comments, and report issues you encounter while using your tenant.

• Help - Open the Dispatcher ScanTrip Cloud Online Help (the site you are currently viewing).

• Settings - View and edit aspects of your tenant, including licenses, tenant name, time zone, language, SAML, etc.

• Logout - End your current connection to the Dispatcher ScanTrip Cloud tenant. To re-access your tenant, you can log in again.

More Helpful Links to Get You Started

Below are links to content that will help you get your tenant up and running.

• Licensing - Learn about purchase and upgrade options for Dispatcher Cloud products (Dispatcher Stratus and Dispatcher ScanTrip Cloud), how the licenses you purchase impact your tenant, and all the features that will be included in your package.

• MFP App - Learn about the Dispatcher ScanTrip Cloud App, which connects devices to the portal, and provides easy access to workflows at the MFP.

• Tenancies and Onboarding - Learn about redeeming your Dispatcher ScanTrip Cloud purchase code to create and configure your tenant, and how roles and permissions work within the tenant.

• Workflow Designer - Learn how to build unique document workflows in an intuitive environment with user-friendly features. Its WYSIWYG (What You See Is What You Get) user interface provides a clear visual depiction of the document flow.