Scan to Smartbox.ai User Guide

TABLE OF CONTENTS

• Requirements
• App download
• Using the app

Requirements

In order to use the Scan to Smartbox.ai app you will need:

• An active Smartbox.ai subscription
• A Xerox MFD that supports Connect Key apps

App download

1. On your Xerox device go to 'App Gallery'
2. Find 'Scan to Smartbox.ai' under the Cloud Storage category
3. Click on it and hit 'Install'

Using the app

1. Open the Scan to Smartbox.ai app
2. You will be presented with a log in screen. Enter the credentials you usually use to sign into Smartbox.ai.
3. Next you will see a list of Boxes currently in your Smartbox.ai account. Select the one you wish to set as your scan destination (and select a sub-folder if desired). Alternatively you can skip this step till later by pressing either of the buttons above.
4. Once on the app homescreen you can adjust any of the listed scan settings, enter a custom name for the file and / or select a .
5. When you have completed set-up, add your document(s) to the device feeder and press 'Scan' to initiate the job.
   
6. You will get a pop up notification on the screen when the job is complete. The file should appear in the destination Box shortly, though this may take several minutes.
7. Once complete, return to Smartbox.ai to begin working with your scanned documents.