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HP Flow 2.

0 - Administrator Guide

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HP Flow 2.0 - Administrator Guide

SUMMARY

This guide provides set up, configuration, and feature information.


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Group.
Table of contents

1  Flow 2.0 overview .......................................................................................................................................................................................1


Enhanced scan hardware......................................................................................................................................................................1
Unified Scan+ app ..................................................................................................................................................................................2
Auto Sense Preset..................................................................................................................................................................................3
Scan Shortcuts........................................................................................................................................................................................3
PDF quality settings...............................................................................................................................................................................4
Live preview with document markup..................................................................................................................................................5

2  Setting up Flow 2.0.....................................................................................................................................................................................6


Set up Scan+ ...........................................................................................................................................................................................6
Set up Quick Sets ...................................................................................................................................................................................7
Set up Favorites......................................................................................................................................................................................8
Set the Auto Sense default ..................................................................................................................................................................8
Control access to scan features using Access Control .....................................................................................................................9
Disable the onscreen keyboard (optional) .........................................................................................................................................9
Export Scan+ settings to other printers .......................................................................................................................................... 10
Set up Scan to Email........................................................................................................................................................................... 10
Step one: Access the HP Embedded Web Server (EWS) ...................................................................................................... 10
Step two: Configure the Network Identification settings..................................................................................................... 11
Method one: Enable basic Scan to Email settings ................................................................................................................ 12
Method two: Advanced configuration using the Email Setup ............................................................................................. 13
Set up Scan to Network Folder ......................................................................................................................................................... 16
Set up Scan to SharePoint ................................................................................................................................................................. 16
Introduction................................................................................................................................................................................. 16
Before you begin ........................................................................................................................................................................ 16
Step one: Access the HP Embedded Web Server (EWS) ...................................................................................................... 17
Step two: Enable Scan to SharePoint...................................................................................................................................... 17
Set up Scan to USB Drive ................................................................................................................................................................... 17
Introduction................................................................................................................................................................................. 18
Step one: Access the HP Embedded Web Server (EWS) ...................................................................................................... 18
Step two: Enable Scan to USB Drive........................................................................................................................................ 18

Index............................................................................................................................................................................................................... 20

iii
1 Flow 2.0 overview

Learn about the key features of Flow 2.0.

The Flow 2.0 features include the following:

● Enhanced scan hardware

● Unified Scan+ App enables scanning to multiple destinations

● Auto sense presets to automatically provide the best productivity

● Effortless control over scan features and settings

● Live scan preview with document markup

Enhanced scan hardware


Below are the Flow 2.0 hardware features.

1
2
3
4

Table 1-1 Hardware features

Number Description

1 High Speed Document Feeder: Best-in-class performance with multi-feed detection and a reverse and retry
feature.

A 300-ipm ADF with 300 sheet capacity is available for E877/E826 z models, and a 240-ipm ADF with 200
sheet capacity is available for E786/731 z models.

NOTE: The reverse and retry feature is available only for the E877/E826 series Flow printers.

2 10” Touchscreen Control panel: Optimized for workflow solutions

3 Physical Keyboard: Makes data entry easy with touch typing

NOTE: The new keyboard design shown in this drawing will be available in January 2023.

Flow 2.0 overview 1


Table 1-1 Hardware features (continued)

Number Description

4 HP LaserJet Workflow Accelerator Card (6HN30A): Unlocks additional Flow 2.0 features such as enhanced OCR
speed, and the expansion of multi-destination Scan to Printed Copy, Fax, and Job Storage.

NOTE: This card will be available in January 2023.

Unified Scan+ app


Use the new Scan+ app to send to email, network folder, Sharepoint and/or USB. No need to have a different
menu item for each type of destination. You can even send to more than one destination type in a single
operation.

For example, you can scan a document and send it as an email attachment and also send it to a network folder
without having to scan the original twice.

2
6

4 3

Table 1-2 Scan+ control panel screen features

Number Description

1 Use the Contacts button to select the destination, or touch the Send To field to type one in. An autocomplete
feature fills in saved destinations as you type.

2 Use Image Preview area to confirm the job before sending. Once images are scanned, use the controls in the
toolbar to edit and markup the scanned image.

3 Use these button to set the layout of each side of the original document. The Auto setting defaults to 2-sided
scanning, and enables the Suppress Blanks Pages setting automatically when it is enabled. Blank pages found
in the original document are not included in the output.

4 This area displays the options associated with the selected destination.

5 Touch the Load button to load a pre-saved Quick Set, or the Save button to save the selected settings as a
Quick Set.

6 The Favorites list displays the most recent six scan destinations. Touch More to see more Favorites.

2 Chapter 1  Flow 2.0 overview


Auto Sense Preset
Scan+ includes Auto Sense Presets, which make it easy to optimize a scan job for fastest scan speeds or best
productivity. There are two presets: Fastest Scan Speeds and Best Productivity.

The recommended setting is Best Productivity. This setting enables the recommended combination of automatic
features, including automatic sides, automatic content orientation, automatic image straightening, and automatic
image optimization.

Table 1-3 Differences between Fastest Scan Speeds and Best Productivity

Option Fastest Scan Speeds Best Productivity

Original Sides 1-sided Auto - (2-sided)

Blank Page Suppression Off On

Content Orientation Portrait Auto

Original Size Any Size Any Size

Automatically Straighten Off On

Multi-feed Detection On On

Reverse and Retry Automatically Retry - On Automatically Retry - On

NOTE: This feature is only available for the


E877/E826 series Flow printers.

Color/Black Automatically detect color or black Automatically detect color or black

Optimize Text/Picture Mixed Automatically Detect

Automatic Tone Off On

Scan Shortcuts
Scan Shortcuts can be used to quickly set up a job for specialty scan tasks.

There are six pre-defined Scan shortcuts.

Auto Sense Preset 3


● The Redact and Sign shortcut allows you to erase or highlight content from your scanned document, while
preserving your original. Erased content is permanently removed from the digital file. You can also add a
signature to a file without changing your original.

● The OCR shortcut converts your scanned document into searchable and editable text, which can be copied
from the scanned digital file and pasted into another document.

● The Document Separation shortcut allows you to scan multiple documents at one time using the document
feeder. To separate them into separate files, just place a blank sheet of paper at the end of each document.

● The Barcode Separation shortcut also allows you to scan multiple documents at one time using the
document feeder. To separate them into separate files, place a sheet of paper with a bar code at the end of
each document. The following bar code types are supported: CodaBar, Code 39, Code 39 extended, Code 39
HIBC, Code 93, Code 128, DataLogic 2 of 5, EAN 2, EAN 5, EAN 8, EAN 13, IATA 2 of 5, Interleaved 2 of 5, MSI,
Plessey, PostNet, PostNet32, PostNet52, PostNet62, UCC 128, UPC-A, UPC-E, and the 2D QR and PDF417
types.

● The Sticky Notes and Envelopes shortcut turns off Mult-feed Detection so that envelopes or originals with
sticky notes can be scanned without interruption.

● The 2-sided ID shortcut allows you to easily scan both sides of an ID card. The output file has both sides of
the ID card together on a single page.

PDF quality settings


When scanning to a PDF file, quality and file-size presets can be used to easily adjust PDF document settings to
best match your needs.

There are four pre-defined PDF presets.

Table 1-4 PDF quality presets

Preset Name Description Resolution Color High Compression Quality and File
Mode Size

Low Quality Smallest file size. Black and white only. 200 dpi Black On Medium
Archive

General Office Best balance of file size vs. quality. Scan 200 dpi Auto On Medium
(Default) speeds and document readability are
very good.

4 Chapter 1  Flow 2.0 overview


Table 1-4 PDF quality presets (continued)

Preset Name Description Resolution Color High Compression Quality and File
Mode Size

High Quality Office Higher document quality, with a 300 dpi Auto On Medium
relatively small file size. Roughly 20%
slower scan speed than General Office.

Reprints & Proofs Print-quality document. Significantly 300 dpi Auto Off High (large file)
larger file size and slower scan speed.

Live preview with document markup


Use the preview markup feature to add markups to scanned documents. You can redact unwanted or confidential
content, add highlights, or draw with the pen tool.

Touch the Markup button ( ) on the right side of the control panel screen to enter the preview markup mode,
and then select the desired markup tool from the toolbar. Touch and drag areas on the preview to add marks.
Use the arrows to undo and redo actions. When finished, touch the check mark button to apply the markups.

7 6 5 4 3 2
Table 1-5 Markup tools

Number Markup tool

1 Move to the next page of the document

2 Use the Highlight tool to highlight text

3 Use the Redaction tool to black out (redact) text.

4 Use the Pen tools to write notes on the document.

5 The Undo and Redo buttons undo or redo your most recent changes

6 Use the Pan tool to move the view of the scanned image up, down, left, or right.

7 Use the Zoom In or Zoom Out buttons to change the magnification setting

8 Move to the previous page of the document

Live preview with document markup 5


2 Setting up Flow 2.0

To enable the Flow 2.0 features, you need to perform the following steps. These are covered in more detail in this
chapter.

● Make sure the printer has the latest firmware (version 25.4 or higher).

● Enable Scan to Email as a destination inside the Scan+ app.

● Set up Scan to Email by connecting the printer to an SMTP email server and providing a default return email
address.

● Set up some Quick Sets under Scan+ Setup in the Embedded Web Server (EWS).

● Decide whether to restrict guest users from creating Favorites, depending on your environment.

● If your Flow printer comes with a physical keyboard, disable the on-screen digital keyboard (recommended).

Set up Scan+
In order to use the Scan+ features, Scan+ needs to be set up using the Embedded Web Server (EWS).

1. From the Home screen on the printer control panel, touch the Information icon , and then touch the
Ethernet icon to display the IP address or host name.

2. Open a web browser, and in the address line, type the IP address or host name exactly as it displays on the
printer control panel. Press the Enter key on the computer keyboard. The EWS web page opens.

NOTE: If the web browser displays a message indicating that accessing the website might not be safe,
select the option to continue to the website. Accessing this website will not harm the computer.

3. Select the Scan/Digital Send tab at the top of the EWS page.

4. Select Scan+ Setup in the left navigation pane.

5. Verify that the Enable Scan+ check box at the top of the page is checked.

6. Verify that your desired Scan+ destinations are enabled.

NOTE: The destination types shown below are available for Scan+. Click the link to go to the indicated
setup page. If a destination type is not set up, it will be disabled in the Scan+ app on the control panel. For
more information on setting up these destination types, see the content later in this guide, beginning with
Set up Scan to Email on page 10.

6 Chapter 2  Setting up Flow 2.0


7. For the best walkup experience, it is recommended that both the Allow guests to add and edit favorites and
the Show recent destinations for guests check boxes are selected.

Set up Quick Sets


Quick Sets are pre-configured sets of options that allow users to easily start a job without having to manually
configure frequently used job settings. A Quick Set can be accessed from the control panel home screen or from
the app associated with the Quick Set. Quick Sets are saved as unique jobs that do not impact the default options
of the apps.

Quick Sets can also be configured using the Embedded Web Server (EWS).

To add new Favorites to the Scan+ control panel screen, do the following:

1. From the Home screen on the printer control panel, touch the Information icon , and then touch the
Ethernet icon to display the IP address or host name.

2. Open a web browser, and in the address line, type the IP address or host name exactly as it displays on the
printer control panel. Press the Enter key on the computer keyboard. The EWS web page opens.

NOTE: If the web browser displays a message indicating that accessing the website might not be safe,
select the option to continue to the website. Accessing this website will not harm the computer.

3. Select the Scan/Digital Send tab at the top of the EWS page.

4. Select Quick Sets under Scan+ Setup in the left navigation pane.

5. Select Add... to add a new Quick Set.

6. Type in a name for the Quick Set.

7. Select the Quick Set Start Option. This controls how the Quick Set acts on the control panel. You can choose
either Enter application, then user presses Start or Start instantly when selected from the Home Screen.
The Start instantly when selected from the Home Screen option also has two additional options that can be
selected: Prompt for original sides and Require preview.

Set up Quick Sets 7


8. Click the Next button to select the destination types and enter the detailed destination information, then
click the Next button again.

9. Configure the Notification, Scan Settings, Watermark, Stamps, and other destination-specific settings, and
then click the Next button.

10. Review settings on the summary page, and then click the Finish button to save the Quick Set.

Set up Favorites
The Favorites list on the Scan+ screen is a quick access area for favorite and recent destinations.

Depending on the configuration, sets of recipients and destinations from previous jobs will be listed, and up to
six can be pinned as favorites. Public favorites can only be configured using the Embedded Web Server (EWS).
Private favorites and shared Guest favorites can only be configured at the control panel. To save a favorite from
the control panel, enter a recipient in the Send To field, select it, and then touch the star icon in the right panel
overlay. To remove a favorite, select it in the Send To field, and then touch the star again.

To add new Public Favorites to the Scan+ control panel screen, do the following:

1. From the Home screen on the printer control panel, touch the Information icon , and then touch the
Ethernet icon to display the IP address or host name.

2. Open a web browser, and in the address line, type the IP address or host name exactly as it displays on the
printer control panel. Press the Enter key on the computer keyboard. The EWS web page opens.

NOTE: If the web browser displays a message indicating that accessing the website might not be safe,
select the option to continue to the website. Accessing this website will not harm the computer.

3. Select the Scan/Digital Send tab at the top of the EWS page.

4. Select Public Favorites under Scan+ Setup in the left navigation pane.

5. Click Add Favorite to add a favorite destination, or click Add Group to add a Favorite that will send to a group
of recipients.

The Add Group tool pulls contacts from the existing Contacts list for the printer (or an LDAP server, if one has
been configured).

6. After adding the Favorite or Group, click OK to save it and add it to the Public Favorites list.

Set the Auto Sense default


To have the best possible scanning experience, it is recommended that Best Productivity be set as the Auto
Sense default for Scan+. This is done from the control panel.

1. From the Home screen on the printer control panel, touch the Scan+ icon.

2. Touch the Options button.

3. Touch Auto Sense Preset, and then touch Best Productivity (Recommended).

4. Touch Apply to save the setting.

8 Chapter 2  Setting up Flow 2.0


5. Touch the Hide Options button to get back to the main screen, and then touch Save under Quick Sets and
Defaults.

6. On the Save Settings screen that displays, select the Save as app defaults radio button, and then touch
Save. The Best Productivity setting will be the default any time the Scan+ app is used.

Control access to scan features using Access Control


The Embedded Web Server's Access Control page allows you to specify which users have access to printer
features.

To open the Access Control page, log into the Embedded Web Server for the printer and select the Security tab.
Then select Access Control in the left navigation pane.

At the top of the Access Control page are links to configure a sign-in method for the printer. The following
methods are available:

● LDAP: Authenticate using an LDAP directory server. A User Name and Password will be requested.

● Windows: The Windows Domain, User Name, and Password will be requested.

● HP Embedded Badge Authentication: Authenticates users using a supported badge reader accessory.

Further down on the Access Control page, under Sign-In and Permission Policies, is a table that allows you to set
access for specific features such as Scan+ or Scan to Network Folder. You can choose if you want guest users to
have access to each feature, or if only authenticated users can use them.

Disable the onscreen keyboard (optional)


If your Flow printer comes equipped with a physical keyboard, you can disable the on-screen digital keyboard to
make best use of your screen real estate.

The onscreen keyboard is disabled using the Embedded Web Server (EWS).

1. From the Home screen on the printer control panel, touch the Information icon , and then touch the
Ethernet icon to display the IP address or host name.

2. Open a web browser, and in the address line, type the IP address or host name exactly as it displays on the
printer control panel. Press the Enter key on the computer keyboard. The EWS web page opens.

NOTE: If the web browser displays a message indicating that accessing the website might not be safe,
select the option to continue to the website. Accessing this website will not harm the computer.

3. Select the General tab at the top of the EWS page, and then select Control Panel Language and Keyboard
Layouts in the left navigation pane.

4. Scroll down to the bottom of the page and un-check the Enable Virtual Keyboard check box.

Control access to scan features using Access Control 9


Export Scan+ settings to other printers
Once you have the Flow 2.0 Scan+ features configured the way you want them, you can export the same settings
to additional Flow printers. This is done using the Import/Export feature in the Embedded Web Server (EWS). The
settings are transferred using a USB drive or across the network.

1. From the Home screen on the printer control panel, touch the Information icon , and then touch the
Ethernet icon to display the IP address or host name.

2. Open a web browser, and in the address line, type the IP address or host name exactly as it displays on the
printer control panel. Press the Enter key on the computer keyboard. The EWS web page opens.

NOTE: If the web browser displays a message indicating that accessing the website might not be safe,
select the option to continue to the website. Accessing this website will not harm the computer.

3. Select the General tab at the top of the EWS page.

4. Select Import/Export in the left navigation pane.

5. Select the Job Apps check box to display the scan settings that can be exported.

6. Select any other settings that you want to export, and then click the Export button to export the settings.

7. An encryption key is required to protect the exported file. Enter an alphanumerical encryption key into the
text boxes provided and click OK.

The export file is created and the EWS prompts you to save the zip file onto your local drive. You can then
transfer this file to the other printers and use the EWS Import function to import the settings.

Set up Scan to Email


To enable the Scan to Email feature, perform the following tasks.

Step one: Access the HP Embedded Web Server (EWS)


Open the EWS to start the setup process.

10 Chapter 2  Setting up Flow 2.0


NOTE: The figure in this topic shows an EWS screen for a color printer. However, the procedure below is valid
for both color and mono printers.

1. From the Home screen on the printer control panel, touch the Information icon , and then touch the
Ethernet icon to display the IP address or host name.

2. Open a web browser, and in the address line, type the IP address or host name exactly as it displays on the
printer control panel. Press the Enter key on the computer keyboard. The EWS opens.

NOTE: If the web browser displays a message indicating that accessing the website might not be safe,
select the option to continue to the website. Accessing this website will not harm the computer.

Step two: Configure the Network Identification settings


Configure advanced setting for network identification.

NOTE: Configuring email setup on the Networking tab is an advanced process and might require the
assistance of a system administrator.

1. Using the EWS top navigation tabs, click Networking.

2. In the left navigation pane, click TCP/IP Settings. A username/password might be required to access the
Network Identification tab of the EWS.

3. On the TCP/IP Settings dialog, click the Network Identification tab.

Step two: Configure the Network Identification settings 11


4. If DNS is required on the network, in the TCP/IP Domain Suffix area, verify that the DNS suffix for the email
client being used is listed. DNS suffixes have this format: companyname.com, gmail.com, etc.

NOTE: If the Domain Name suffix is not set up, use the IP address.

5. Click Apply.

6. Click OK.

Method one: Enable basic Scan to Email settings


Follow the instructions below to configure the basic Scan to email feature.

1. From the Home screen on the printer control panel, touch the Information icon , and then touch the
Ethernet icon to display the IP address or host name.

2. Open a web browser, and in the address line, type the IP address or host name exactly as it displays on the
printer control panel. Press the Enter key on the computer keyboard. The EWS web page opens.

NOTE: If the web browser displays a message indicating that accessing the website might not be safe,
select the option to continue to the website. Accessing this website will not harm the computer.

3. Select the Scan/Digital Send tab at the top of the EWS page.

4. Select the Enable Scan to Email check box at the top of the page.

5. Under Outgoing Email Servers (SMTP), click the Add... button to add an outgoing email server.

a. On the screen that displays, enter the SMTP server address or host name of your email server, and
then click Next.

12 Chapter 2  Setting up Flow 2.0


b. On the next screen, set up the Port Number and other options for this sever, and then click Next.

c. On the next screen, chose whether or not the email server requires authentication. If it requires
authentication, you can choose whether to use the user's credentials or to enter credentials that will
be used by all users of the printer. When finished, click Next.

d. On the next screen, choose the tasks for which this email server should be used, and then click Next.

e. On the final summary screen, you can choose to send a test email to confirm the email settings. When
the settings have been confirmed, click Finish to complete the setup process.

6. Under Address and Message Field Control, add a Default From email address. This will be the email that
shows up as the sender's email when a file is emailed.

7. (Optional) If desired, you can also a default Subject and default Message text for the email.

Method two: Advanced configuration using the Email Setup


Use the following steps for advanced configuration using the E-mail Setup dialog in the EWS.

1. Using the EWS top navigation tabs, click Scan/Digital Send, expand the Email Setup menu in the left
navigation pane, and then click Default Job Options.

The Default Job Options page displays the Basic Settings for Scan to Email setup. To access additional
settings, click the Advanced Settings button at the bottom of the page. To switch back to basic settings,
click the Basic Settings button.

NOTE: This procedure covers the steps for Basic Settings first and then the steps for Advanced Settings.

Figure 2-1 Location of Advanced Settings button

Method two: Advanced configuration using the Email Setup 13


2. On the Default Job Options page, select the Enable Scan to Email check box. If this check box is not selected,
the feature is unavailable at the printer control panel.

3. In the Outgoing Email Servers (SMTP) area, complete the steps for one of the following options:

● Select one of the displayed servers.

● Click Add to start the SMTP wizard.

a. In the SMTP wizard, select one of the following options:

– Option one: I know my SMTP server address or host name: Enter the address of an SMTP
server, and then click Next

– Option two: If you do not know the address of the SMTP server, select Search network for
outgoing email server, and then click Next. Select the server, and then click Next.

NOTE: If an SMTP server was already created for another printer function, the Use a server
already in use by another function option displays. Select this option, and then configure it to be
used for the email function.

b. On the Set the basic information necessary to connect to the server dialog, set the options to use,
and then click Next.

– Some servers have problems sending or receiving emails that are larger than 5 megabytes
(MB). These problems can be prevented by entering a number in Split emails if larger than
(MB).

– In most cases, the default port number does not need to be changed. However, when using
the Enable SMTP SSL Protocol option, port 587 must be used.

– If you are using Google™ Gmail for email service, select the Enable SMTP SSL Protocol check
box. Typically, for gmail, the SMTP address is smtp.gmail.com, port number 465, and the SSL
should be enabled. Refer to online sources to confirm these server settings are current and
valid at the time of configuration.

14 Chapter 2  Setting up Flow 2.0


c. On the Server Authentication Requirements dialog, select the option that describes the server’s
authentication requirements:

– Server does not require authentication, and then click Next.

– Server requires authentication

○ From the drop-down box, select Use credentials of user to connect after Sign In at the
control panel, and then click Next.

○ From the drop-down box, select Always use these credentials, enter the Username and
Password, and then click Next.

NOTE: If using a signed-in user's credentials, set email to require sign in by the user on the
printer control panel. Deny device guest access to email by clearing the check box for email in the
Device Guest column in the Sign in and Permission Policies area on the Access Control dialog of
the Security tab. The icon in the check box changes from a check mark to a lock.

d. On the Server Usage dialog, choose the printer functions that will send email through this SMTP
server, and then click the Next button.

If the server requires authentication, a user name and password for sending automatic alerts and
reports from the printer will be required.

e. On the Summary and Test dialog, enter a valid email address in the Send test email to: field, and
then click Test.

f. Verify that all of the settings are correct, and then click Finish to complete the outgoing email
server set up.

4. In the Address and Message Field Control area, enter a From: setting and any of the other optional settings.

Table 2-1 Address and Message Field Control (Basic Settings)

Feature Description

User editable To use the Default From address and Default Display Name for all emails sent from this printer
(unless a user is signed in), clear the User editable check box.

When setting up the address fields, if the User editable check box is cleared, users will not be
able to edit those fields at the printer control panel when sending an email. For send-to-me
functionality, clear the User editable check boxes for all of the address fields, including the From:,
To:, CC:, and BCC: fields, and then set that user's send email From: their own email address and To:
their own email address.

Default From: and Default Provide an email address and name to use for the From: address for the email message.
Display Name:
NOTE: Create an email account for the printer, and use this address for the default email address.

NOTE: Configure the email feature so that users must sign in before using it. This prevents users
from sending an email from an address that is not their own.

Subject: Provide a default subject line for the email messages.

Message: Create a custom message. To use this message for all emails sent from the printer, clear or do not
select the User editable check box for Message:.

Method two: Advanced configuration using the Email Setup 15


Table 2-2 Address and Message Field Control (Advanced Settings - optional)

Feature Description

Address Field Restrictions Specify whether users must select an email address from an address book or whether users are
allowed to enter in an email address manually.

CAUTION: If Users must select from address book is selected, and any of the address fields are
also set as User editable, changes to those editable fields also change the corresponding values in
the address book.

To prevent users from changing contacts in the Address Book at the printer control panel, go
to the Access Control page on the Security tab, and deny Device Guest access to address book
modifications.

Allow invalid email address Select to allow an invalid email address format.
formats

To: Provide a To (recipient) email address for emails.

CC: Provide a CC email address for emails.

BCC: Provide a BCC email address for emails.

5. Review the selected options to verify that they are accurate, and then click Apply to complete the setup.

Set up Scan to Network Folder


Use the following steps to set up scanning to a network folder.

■ On the Scan to Network Folder Setup page, select the Enable Scan to Network Folder check box. If this box is
not selected, the feature is unavailable at the printer control panel.

NOTE: The Scan to Network Folder feature can be minimally configured without creating a Quick Set.
However, without the Quick Set, users must enter the destination folder information at the control panel for
each scan job. For information about setting up Scan+ Quick Sets, see Set up Quick Sets on page 7.

Set up Scan to SharePoint


Use Scan to SharePoint to scan documents directly to a Microsoft SharePoint site. This feature eliminates the
need to scan the documents to a network folder, USB flash drive, or email message, and then manually upload
the files to the SharePoint site.

Introduction
Set up the Scan to SharePoint feature, and then scan documents directly to a SharePoint site.

Scan to SharePoint supports all scanning options, including the ability to scan documents as images or use the
OCR features to create text files or searchable PDFs.

The feature is disabled by default. Enable Save to Sharepoint in the HP Embedded Web Server (EWS).

Before you begin


Before this procedure can be completed, the destination folder that the scanned files will be saved to must exist
on the SharePoint site, and write access must be enabled to the destination folder. Scan to SharePoint is disabled
by default.

16 Chapter 2  Setting up Flow 2.0


Step one: Access the HP Embedded Web Server (EWS)
Open the EWS to start the setup process.

NOTE: The figure in this topic shows an EWS screen for a color printer. However, the procedure below is valid
for both color and mono printers.

1. From the Home screen on the printer control panel, touch the Information icon , and then touch the
Ethernet icon to display the IP address or host name.

2. Open a web browser, and in the address line, type the IP address or host name exactly as it displays on the
printer control panel. Press the Enter key on the computer keyboard. The EWS opens.

NOTE: If the web browser displays a message indicating that accessing the website might not be safe,
select the option to continue to the website. Accessing this website will not harm the computer.

Step two: Enable Scan to SharePoint


Follow the steps to enable the Scan to SharePoint feature.

1. Using the top navigation tabs, click Scan/Digital Send.

2. In the left navigation pane, click Scan to SharePoint®.

3. Select Enable Scan to SharePoint®, and then click Apply.

Set up Scan to USB Drive


Enable the Scan to USB Drive feature, which allows you to scan directly to a USB flash drive.

Step one: Access the HP Embedded Web Server (EWS) 17


Introduction
The printer has a feature that enables it to scan a document and save it to a USB flash drive. The feature is not
available until it has been configured through the HP Embedded Web Server (EWS).

Step one: Access the HP Embedded Web Server (EWS)


Open the EWS to start the setup process.

NOTE: The figure in this topic shows an EWS screen for a color printer. However, the procedure below is valid
for both color and mono printers.

1. From the Home screen on the printer control panel, touch the Information icon , and then touch the
Ethernet icon to display the IP address or host name.

2. Open a web browser, and in the address line, type the IP address or host name exactly as it displays on the
printer control panel. Press the Enter key on the computer keyboard. The EWS opens.

NOTE: If the web browser displays a message indicating that accessing the website might not be safe,
select the option to continue to the website. Accessing this website will not harm the computer.

Step two: Enable Scan to USB Drive


Enable Scan to USB Drive using the following steps.

1. Select the Security tab.

2. Scroll to Hardware Ports and make sure that Enable Host USB plug and play is enabled.

3. Select the Scan/Digital Send tab and then click the Scan to USB Driver Settings option in the left navigation
pane.

18 Chapter 2  Setting up Flow 2.0


4. Select the Enable Scan to USB Drive check box.

5. Click Apply at the bottom of the page.

NOTE: Most devices ship with hard disk drives (HDDs) already installed. In some cases, additional storage
devices can be added via USB. Verify whether the Save to USB feature needs to be expanded to USB and hard
drive.

Step two: Enable Scan to USB Drive 19


Index

A M
Access Control 9 Markup tool 5
Auto Sense
setting default 8 P
Auto Sense Presets
PDF
setting 3
file-size settings 4
Preview 5
B
Best Productivity 3 Q
set as default 8
Quick Sets
setting up 7
C
control panel S
Scan+ screen 2
Scan to email
set the Auto Sense default 8
setup 10
Scan to Email
E
enable 12
EWS Scan to USB Drive
adding Scan+ favorites 8 enabling 17
disable onscreen keyboard 9 Scan+
enable Scan to Email 12 Auto Sense Presets 3
export and import settings 10 control panel screen 2
set up Scan+ 6 export settings to other
setting up Quick Sets 7 printers 10
export Favorites 8
Scan+ settings 10 hardware 1
keyboard 9
F PDF file-size settings 4
preview and markup 5
Fastest Scan Speeds 3
Quick Sets 7
favorites
Scan to Email 12
setting up 8
setup 6
features
setup app 6
overview 1
shortcuts 3
H Set up Scan+ 6
setup
hardware overview 6
enhanced 1 Scan to email 10
Shortcuts
I pre-defined 3
import
settings 10

K
keyboard
disable onscreen 9

20 Index

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