Enable PlanWell Collaborate (optional)

Introduction

When you have a license installed for PlanWell Collaborate (ARC cloud support), you can enable this external location under the [Configuration] tab.

Open the [Configuration] - [External locations] tab.
Select [PlanWell® Collaborate], and click on the [Edit] icon under [Actions]. A window opens.
Check the box to [Use proxy settings]. When you configure the location on a local network it can be necessary to uncheck the box and not use the proxy settings.
Under [Enabled functionalities] you can choose the functionalities you want to use for PlanWell Collaborate.
- Choose [Print from and scan to], when you want to enable print from and scan to PlanWell Collaborate.
- Choose [Print from only], when you want to enable print from PlanWell Collaborate only.
- Choose [Scan to only], when you want to enable scan to PlanWell Collaborate only.
- Choose [None], when you want to disable PlanWell Collaborate as an external location.
Set [Save metadata] to [Yes] or [No].
[Yes] means: a scan file sent to this location will be accompanied by a metadata file if metadata was provided. The name of the metadata file is the name of the scan file followed by '.xml'. For example scan001.pdf will be accompanied by a scan001.pdf.xml metadata file.

The metadata can be used by an automated workflow to link the scan file to a user.
Click [Ok] to save the settings for PlanWell Collaborate as an external location.