Welcome to PlanetPress Workflow 2022.2

This online documentation covers version 2022.2. To view the documentation of previous versions please see the guide selection drop-down menu at the top-right corner of this page.
It can be downloaded as a PDF from:

• planetpress-connect-user-guide-2022.2.pdf

Workflow plays a major role in many of our solutions. Working in conjunction with PlanetPress Connect, PlanetPress Capture, CaptureOnTheGO, PlanetPress Imaging, PlanetPress Fax, and a variety of plugins, it helps improve your communications processes. Processes such as communication creation, interaction, distribution and even maintenance.

Workflow is a "super dispatcher". It caters for inputs from a huge variety of sources, such as email, web pages, databases, individual files (PDF, csv, XML, etc), print streams, FTP, Telnet and ERP systems. This data can then be analyzed, modified, stored, verified, routed and used as triggers for other processes from entirely within Workflow. Finally it is passed to one of our other products (or not) to be outputted in multiple ways (printed, emailed, posted, archived, sent to third party solutions, etc..).

Consider Workflow as a set of buildings blocks that enable you to build your own customized automated processes which will fit your environment and not the other way around. Create processes that will save you time and money!

Notes in this guide

Notes are used throughout this guide to draw your attention to certain information.

Note: Important information that deserves your attention.

Tip: Information that may help you use PlanetPress Workflow better or that suggests an easier method.

Caution: Information that is potentially critical to using PlanetPress Workflow