Tenant Settings tab

This tab allows you to make various tenant-wide settings that will affect everyone working within the Scan2x environment, and it is split into a number of sections:

Tenant-Based Settings

Select Timezone: This dropdown allows you to specify the default timezone for all users in the tenant. Users may customise this for their own convenience, but the setting you make here will be the default.

Allow usage of device licence for non-admins: Scan2x Online is able to allow users of the Scan2x Windows-based configuration tool to scan documents via a USB scanner by utilising a Scan2x Online device licence. By default, this is only allowed by Scan2x administrators, however this can be overridden by using these settings.

Scanning Options: This allows the administrator to set the preferred scanning settings for the tenant. The available options include 'Upload and Send,' which allows users to scan a document with an MFD (like a scanner), and the processed scan will appear in the user's scan queue on their device (computer); 'Upload and Edit,' which allows users to upload a document from their device (computer), view a scan preview, and edit document metadata on the device screen; 'Skip Upload Modal,' which allows users to scan the document and have it processed directly without opening the scanning tab; or a combination of these options.

Scan2x Online can send user notifications by email when a document that has been scanned is (a) waiting in the Draft queue or (b) is in an Error state following processing by the server.

Whether or not users receive these notifications is governed by the settings of the two checkboxes.  To ensure users don't receive unnecessary notifications, a delay can be configured - this ensures that only documents that remain in a notification state for more than the delay specified will trigger a notification. It is also possible to have Scan2x Online resend notifications if documents remain in a notification state within a users' queue. Finally, by indicating the organisation's working days and hours, you can ensure that users do not get notifications during weekends and at night.

Together with (or instead of) document notifications, it is possible for Scan2x Online to send a daily report to users of any documents that remain in the queue. This report comes in the form of an email, and this email can also be customised using the Notification Body Template Builder below.

Mobile Settings

The administrator can configure settings for the Scan2x Mobile application that will act as default settings for users who connect to the same tenant and choose to use Tenant Settings from the Settings tab in the Mobile app.

For more information, please see the Settings tab of the Scan2x Mobile Guide.

General Options

•Load jobs page on launch - When the user logs in, the Jobs List will be shown to the user instead of the Main Menu. The Main Menu will no longer be shown.

•Enable "save draft" option

•Allow user to add multiple documents in a scan job

•After scan has been saved and uploaded, go to: Main Menu, New Scan or Online Queue

Document Capture Options

•Device Camera

•iDRS SmartCapture™

•Upload Local Files

Allow user to override the below settings

•Load jobs page on launch

•Screen to go to after scan has been uploaded

Queue Settings

The Queue Settings section allows users to customize how documents are displayed within the Queue screen. These settings control the default view and grouping options for processed or pending documents.

1. Default Status Filter

This option determines which document statuses are shown by default when opening the Queue page. The following filters are available:

•All (default) – Shows all documents regardless of their status.

•Draft – Displays documents that are saved but not yet processed.

•Processing – Shows documents that are currently being processed.

•Warning – Displays documents that require user attention due to validation issues or missing data.

•Error – Shows documents that failed during processing and need intervention.

Selecting one of these options will set the default view for all users accessing the queue (unless overridden at a user level, if applicable).

2. Grouping

•Show documents under batches – When enabled, documents will be grouped by their respective batches. This is helpful for users who need to review or manage multiple documents submitted together as part of a batch process.

When this option is disabled, documents are displayed individually without batch grouping.

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