What is Workflow?
How do I get a Workflow created for our office?
Workflows allow electronic processing of forms. These forms can be completely electronic from the web or scanned into AX. They are then processed and routed for approvals through a preconfigured process.
Can any form be made into a Workflow?
Because of the complexity of setting up these forms, please contact the Help Desk to log a call for a consultation with Document Management.
How do I get access to scan for my department?
Not all forms can be made electronic because of physical signature requirements. Most forms however only require approval from supervisors or other departments for processing so electronic approvals can be used.
Do I need to keep my paper copies after I scan them into Application Xtender?
Form must be pre-approved by Department Head; please fill out the following Form.
Where can I find more information about the State of Texas and Electronic storage of Documents?
Electronic Documents stored in Application Xtender have been certified by the Texas State Library as the official document. They can be used as your official record so you should not maintain two sets of records. Hard Copies can be shred after the filling out the Certificate of Conversion of Source Records to Electronic Media Form and the appropriate documentation from Records Management.
I already have a scanner, do I need to purchase a new one?
Please go to Records Managements site for more information or to request a consultation.
How do you prioritize who can get access?
Once you meet with the Document Management Consultants they will be able to tell you whether or not your existing scanner will work with Application Xtender. Some of the things the consultants will review are the age of the scanner, the drivers available, and the quality of scanning.
I have a lot of data to scan, who can help me with the scanning?
Based on the answers you provide on the form under the Request Tab, we receive enough information to prioritize requests.
Who can request space in Application Extender?
We can provide a list of contractors to assist you with the scanning of your backlog files. Let us know if you are interested and we can direct you to a vendor who is already on contract and has signed a privacy agreement with the University.
Existing Banner users or Departments.