Create a Workflow Pipeline

How to create a Workflow Pipeline in Prinergy Access

1. Sign in to PRINERGY Portals. Note: must be an administrator user
2. Navigate to the Home tab and click WORKFLOW PIPELINES
3. Click Add, and enter Pipeline name (required)
4. (Optional) Add an ID number or name for further identification
5. Click the Inherit Properties from dropdown menu to choose properties from existing Pipelines if desired
6. (Optional) Add keywords for easy search results
7. (Optional) Add a Pipeline description
8. Click Configuration
9. Select a process, such as Preflight or PDF Conversion
10. Click the pen icon to edit the Properties of the process
11. Click the + or - symbols to add additional processes to the Workflow Pipeline

12. (Optional) Add a Pipeline Delivery to the Workflow:
    Select a Cloud Connector in the “Deliver to” dropdown menu if you wish to download the processed PDF to a hot folder automatically
    Note: Cloud Connectors must be configured and Hot Folders set up in the Kodak Edge Configuration Page by Kodak Support.

13. Click Save to add the new Workflow Pipeline

How to assign a Workflow Pipeline to customers

1. Navigate to the Administration tab in PRINERGY Portals.
2. Select the Customer you want to assign workflow pipeline to and click Edit. 
3. Under Customer info, select the Workflows for Upload dropdown menu.
4. Select from the available Workflow Pipelines. You can choose multiple Workflow Pipelines.