How to create a Workflow Pipeline in Prinergy Access
- Sign in to PRINERGY Portals. Note: must be an administrator user
- Navigate to the Home tab and click WORKFLOW PIPELINES
- Click Add, and enter Pipeline name (required)
- (Optional) Add an ID number or name for further identification
- Click the Inherit Properties from dropdown menu to choose properties from existing Pipelines if desired
- (Optional) Add keywords for easy search results
- (Optional) Add a Pipeline description
- Click Configuration
- Select a process, such as Preflight or PDF Conversion
- Click the pen icon to edit the Properties of the process
- Click the + or - symbols to add additional processes to the Workflow Pipeline
(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.- Click Save to add the new Workflow Pipeline
How to assign a Workflow Pipeline to customers
- Navigate to the Administration tab in PRINERGY Portals.
- Select the Customer you want to assign workflow pipeline to and click Edit.
- Under Customer info, select the Workflows for Upload dropdown menu.
- Select from the available Workflow Pipelines. You can choose multiple Workflow Pipelines.