Licensing
This page is dedicated to the licensing of Dispatcher Stratus and Dispatcher ScanTrip Cloud, both as a solution and the device and user licenses contained within a tenant. This page contains the following major sections:
- Dispatcher Stratus Nodes
- Dispatcher ScanTrip Cloud Nodes
- Upgrading Licenses
- Licensing Feature Breakdown
- Device Licensing
- User Licensing
Dispatcher Stratus is available for purchase in several different configurations, each tailored to meet different needs. Dispatcher ScanTrip Cloud contains a reduced number of workflow nodes and features but at significantly reduced prices.
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Dispatcher Stratus - A robust workflow solution that goes beyond automation to helping organizations The most popular configuration, designed for maximum capability, scalability, and power. Dispatcher Stratus includes the People Nodes for additional interaction during automated workflows. Dispatcher Stratus is available in three licensing tiers, described in detail below:
- Starter - The Starter tier focuses on linear workflows with simple, effective automation.
- Business - The Business tier includes additional processing features and introduces People-Based Workflows.
- Enterprise - The Enterprise tier includes all functionality available in Dispatcher Stratus and is designed to help organizations digitize and manage many processes.
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Dispatcher ScanTrip Cloud - A simplified scan-to-cloud solution, with OCR capabilities and basic automation capabilities.
Dispatcher Stratus Nodes
The following sections List the Nodes available in Dispatcher Stratus, Grouped by Node type.
Note: Nodes may be limited by licensing tier.
Collection Nodes
Node | Description |
---|---|
DSP Web In | Allows Dispatcher Stratus to accept documents from custom-built web applications. |
Dropbox In | Collects files from a Dropbox folder. |
External Form | Collects information from a form that is available to users outside of Dispatcher Stratus. |
Internal Form | Collects information from a form accessible within Dispatcher Stratus. |
MFP Capture | Initiates workflows directly from a Konica Minolta MFP panel. |
Microsoft Exchange In | Collects emails and attachments from a Microsoft Exchange email account. |
Upland InterFAX In | Collects faxes from a connected Upland InterFAX account. |
Process Nodes
Node | Description |
---|---|
Assign Owner | Select a user to become the owner of a job. |
Annotation | Annotates scanned image files with the date received, a counter sequence number, or text of your choice, in a specific location on the page. |
Advanced OCR with Tesseract | Refines optical character recognition (OCR) output and extracts metadata through the use of user-defined or auto-detected zones. |
Convert to PDF with Tesseract | Converts any image file to a PDF document, including options for creating PDF/A compliant documents and PDF Searchable files. |
DSP Web | Allows Dispatcher Stratus to integrate with custom-built web applications. |
Flatten Form | Select from the available forms to save any form submissions as a PDF. |
Form Selector | Select from the available forms to display to a workflow user at scan. |
Metadata Route | Routes documents according to user-defined, metadata-based search rules. |
Metadata Scripting | Manipulates metadata (copy, add, modify, or remove). |
Metadata to File | Extracts metadata from incoming files and stores that information in a separate file. |
ODBC | Retrieves data from or updates data in an ODBC (Open Database Connectivity) data source. |
People Group | Sends a job to a member of a Dispatcher Stratus group for additional interaction. |
People Queue | Sends a job to a Dispatcher Stratus job queue, where it can be claimed for additional interaction. |
People User | Sends a job to a Dispatcher Stratus user for additional interaction. |
People - Edit and Approve | Sends a job to a licensed tenant member, who can then view and/or edit documents in the workflow. |
Rename | Changes the file name using variables, counters, or static text. |
Distribution Nodes
Node | Description |
---|---|
Box Connector | Scans, indexes, and distributes files to Box.com at the MFP or via an automated workflow. |
Paragon Cloud Fax Connector | Distributes documents to the Paragon cloud-based fax service. |
Send to Dispatcher Phoenix | Distributes documents to a connected Dispatcher Phoenix installation. |
Dropbox Connector | Scans, indexes, and distributes files to Dropbox at the MFP or via an automated workflow. |
DSP Out | Allows Dispatcher Stratus to distribute documents to customized outputs via web applications. |
Email Out | Sends output files as email attachments. |
End | Terminates a workflow that would otherwise end at one of the People nodes. |
Google Drive Connector | Scans, indexes, and distributes files to Google Drive at the MFP or via an automated workflow. |
OneDrive Connector | Scans, processes, and distributes files to Microsoft OneDrive at the MFP or via an automated workflow. |
OneDrive for Business Connector | Scans, processes, and distributes files to Microsoft OneDrive for Business at the MFP or via an automated workflow. |
SharePoint Online Connector | Connects to Microsoft SharePoint Online, browses through SharePoint Online folders, and uploads documents to SharePoint Online repositories. |
Square 9 Softworks Connector | Scans, indexes, and uploads documents to a Square 9 server. |
Upland InterFAX Connector | Connects to an Upland InterFAX account for fax distribution. |
WebDAV Connector | Scans, indexes, and distributes files to a generic WebDAV Server at the MFP or via an automated workflow. |
Dispatcher ScanTrip Cloud Nodes
The following sections List the Nodes included in the Dispatcher ScanTrip Cloud base License, Grouped by Node type.
Collection Nodes
Node | Description |
---|---|
MFP Capture | Initiates workflows directly from a Konica Minolta MFP panel. |
Process Nodes
Node | Description |
---|---|
Advanced OCR with Tesseract | Refines optical character recognition (OCR) output and extracts metadata through the use of User-defined or auto-detected zones. |
DSP Web | Allows Dispatcher ScanTrip Cloud to integrate with custom-built web applications. |
Form Selector | Select from the available forms to display to a workflow User at scan. |
Metadata Route | Routes documents according to User-defined, metadata-based search rules. |
Metadata to File | Extracts metadata from incoming files and stores that information in a separate file. |
Rename | Changes the file name using variables, counters, or static text. |
Distribution Nodes
Node | Description |
---|---|
Box Connector | Scans, indexes, and distributes files to Box.com at the MFP or via an automated workflow. |
Paragon Cloud Fax Connector | Distributes documents to the Paragon cloud-based fax service. |
Dropbox Connector | Scans, indexes, and distributes files to Dropbox at the MFP or via an automated workflow. |
Email Out | Sends output files as email attachments. |
OneDrive Connector | Scans, processes, and distributes files to Microsoft OneDrive at the MFP or via an automated workflow. |
OneDrive for Business Connector | Scans, processes, and distributes files to Microsoft OneDrive for Business at the MFP or via an automated workflow. |
SharePoint Online Connector | Connects to Microsoft SharePoint Online, browses through SharePoint Online folders, and uploads documents to SharePoint Online repositories. |
WebDAV Connector | Scans, indexes, and distributes files to a generic WebDAV Server at the MFP or via an automated workflow. |
Upgrading Licenses
Dispatcher ScanTrip Cloud and Dispatcher Stratus Licenses can be upgraded to a higher product or tier. Licenses cannot be changed to a lower tier or product. For more information, contact your Konica Minolta representative.
Licensing Feature Breakdown
Dispatcher ScanTrip Cloud exists as a standalone product. Dispatcher Stratus is Licensed in three tiers: Starter, Business, and Enterprise.
Starter
The Dispatcher Stratus Starter tier focuses on linear workflows - simple automation in the cloud. These can help organizations streamline their document processing workflows and eliminate time-consuming manual processes like document renaming and archiving. Users have quick access to the Dispatcher Stratus portal and MFP workflows via SSO. This is ideal for organizations with high-volume document processing automation needs. Also included are a number of useful features that streamline Tenant management, like an analytics dashboard, Log repository, individual User profile Pages, Tenant-wide settings, and more.
Business
The Dispatcher Stratus Business tier expands on the previous tier with additional processing features, including basic People-Based Workflows. These allow for important human touch points within a workflow and can be customized to meet the needs of many organizations. This tier also includes custom Roles and permissions, for added security and Tenant personalization. This tier is perfect for organizations that need a mix of automation and human interaction.
Enterprise
Designed to address the varying needs of large organizations, the Dispatcher Stratus Enterprise tier provides powerful tools to implement a top-to-bottom process overhaul. The Enterprise tier massively expands on form collection options, including Internal and External Forms with Anonymous Authentication, forms that can be embedded in your organization’s website, form customization so they can match your organization’s branding, and a New Signature field for added security. This tier also includes additional People-Based Workflow options, such as the User Group Node, People Queue Node, Job Queues, and Job Tracker, making it the ideal solution to increase efficiency and collaboration throughout an organization.
The following chart breaks down the features available in each product and tier, so you can make an informed decision about what solution your organization needs:
Feature | ScanTrip Cloud | Starter | Business | Enterprise | |
---|---|---|---|---|---|
Tenant Management | |||||
Redeem Purchase Code | Yes | Yes | Yes | Yes | |
View/Edit Unconfigured Tenants | Yes | Yes | Yes | Yes | |
Select Role | Yes | Yes | Yes | Yes | |
Select Tenant Group | Yes | Yes | Yes | Yes | |
Invite Tenant Admin | Yes | Yes | Yes | Yes | |
Cancel Invite | Yes | Yes | Yes | Yes | |
Resend Invite | Yes | Yes | Yes | Yes | |
Create Tenant Group | Yes | Yes | Yes | Yes | |
Rename Tenant Group | Yes | Yes | Yes | Yes | |
View Tenant Groups and Configured Tenants | Yes | Yes | Yes | Yes | |
View Tenant Manager Group Details | Yes | Yes | Yes | Yes | |
Delete Tenant Group | Yes | Yes | Yes | Yes | |
Remove Manager from Tenant Group | Yes | Yes | Yes | Yes | |
Send/Resend/Cancel Manager Invite | Yes | Yes | Yes | Yes | |
Set Notifications | Yes | Yes | Yes | Yes | |
Edit Tenant Group | Yes | Yes | Yes | Yes | |
Select Parent for Tenant Group | Yes | Yes | Yes | Yes | |
Redeem Purchase Code for Selected Tenant | Yes | Yes | Yes | Yes | |
View/Edit Tenant Details | Yes | Yes | Yes | Yes | |
Select Parent for Tenant | Yes | Yes | Yes | Yes | |
Edit Tenant Admin Info | Yes | Yes | Yes | Yes | |
View Tenant Management Dashboard | Yes | Yes | Yes | Yes | |
Quicklink to Tenant Admin Area | Yes | Yes | Yes | Yes | |
Search Tenants | Yes | Yes | Yes | Yes | |
Suspend Tenant Usage | No | Yes | Yes | Yes | |
Access Tenant Management Dashboard Page | Yes | Yes | Yes | Yes | |
Filter Tenant Management Dashboard by Tenant and/or Date | Yes | Yes | Yes | Yes | |
Tenant Reports - Expiration Report | Yes | Yes | Yes | Yes | |
Export Report to PDF or CSV | Yes | Yes | Yes | Yes | |
Menuing | |||||
Pin/Unpin Menu | Yes | Yes | Yes | Yes | |
Tenant Selector | Yes | Yes | Yes | Yes | |
Remove Tenant from Tenant Menu | Yes | Yes | Yes | Yes | |
Add Tenant to Tenant Menu | Yes | Yes | Yes | Yes | |
Send Feedback | Yes | Yes | Yes | Yes | |
Online Help | Yes | Yes | Yes | Yes | |
Notifications | Yes | Yes | Yes | Yes | |
Workflow Management | |||||
Download Workflow Designer | Yes | Yes | Yes | Yes | |
Create New Workflow | Yes | Yes | Yes | Yes | |
Start/Resume Workflow | Yes | Yes | Yes | Yes | |
Pause Workflow | Yes | Yes | Yes | Yes | |
Stop Workflow | Yes | Yes | Yes | Yes | |
Edit Workflow | Yes | Yes | Yes | Yes | |
Copy Workflow | Yes | Yes | Yes | Yes | |
Paste Workflow | Yes | Yes | Yes | Yes | |
Delete Workflow | Yes | Yes | Yes | Yes | |
Import Workflow | Yes | Yes | Yes | Yes | |
Export Workflow | Yes | Yes | Yes | Yes | |
Share Workflow | Yes | Yes | Yes | Yes | |
View Workflow on Logs Activity | Yes | Yes | Yes | Yes | |
Pre-Installed Sample Workflows | Yes | Yes | Yes | Yes | |
Online Sample Workflow Library | Yes | Yes | Yes | Yes | |
Sample Support Different Plans | Yes | Yes | Yes | Yes | |
Search Workflows | Yes | Yes | Yes | Yes | |
Workflow PreView | Yes | Yes | Yes | Yes | |
Workflow Activity Log | Yes | Yes | Yes | Yes | |
Hide/Display Workflow PreView | Yes | Yes | Yes | Yes | |
Hide/Display Workflow Activity Log | Yes | Yes | Yes | Yes | |
Open Activity Log in Logs Page | Yes | Yes | Yes | Yes | |
Create Private Workflow Group | Yes | Yes | Yes | Yes | |
Share Private Workflow Group | Yes | Yes | Yes | Yes | |
User & User Group Sharing Controls | Yes | Yes | Yes | Yes | |
Device & Device Group Sharing Controls | Yes | Yes | Yes | Yes | |
Transfer Workflow Group Ownership | Yes | Yes | Yes | Yes | |
Rename Workflow Group | Yes | Yes | Yes | Yes | |
Delete Workflow Group | Yes | Yes | Yes | Yes | |
Export Workflow Group | Yes | Yes | Yes | Yes | |
Attach Workflow to Customer Feedback Email | Yes | Yes | Yes | Yes | |
Profile | |||||
View Account Information | Yes | Yes | Yes | Yes | |
Select Start Page | No | Yes | Yes | Yes | |
Add Quick Links to Navigation Pane | No | Yes | Yes | Yes | |
Select a Light or Dark Appearance for Page Background | No | Yes | Yes | Yes | |
Select a Color Scheme | No | No | Yes | Yes | |
Apply a Background Image | No | Yes | Yes | Yes | |
Select a Display Language | No | Yes | Yes | Yes | |
Admin Dashboard | |||||
View Tenant Member Activity | Yes | Yes | Yes | Yes | |
View Tenant Document Activity by User, Device, and Workflow | Yes | Yes | Yes | Yes | |
View Document Collection Activity | Yes | Yes | Yes | Yes | |
Select or Specify Date Range | Yes | Yes | Yes | Yes | |
Devices | |||||
Import Devices from Konica Minolta MarketPlace | Yes | Yes | Yes | Yes | |
View Licenses Available | Yes | Yes | Yes | Yes | |
View Licenses Used/Available | No | Yes | Yes | Yes | |
Add a Single Device | Yes | Yes | Yes | Yes | |
View Device Information for Imported Devices | Yes | Yes | Yes | Yes | |
Create Device Group | Yes | Yes | Yes | Yes | |
Edit Device Group Name | Yes | Yes | Yes | Yes | |
View Device Quantity Per Group | Yes | Yes | Yes | Yes | |
Select All Devices in a Group | Yes | Yes | Yes | Yes | |
Assign Device to Group | Yes | Yes | Yes | Yes | |
Sort Device Group Tables | Yes | Yes | Yes | Yes | |
Expand/Collapse Device Group Table Display | Yes | Yes | Yes | Yes | |
Execute Bulk Actions on Selected Devices | Yes | Yes | Yes | Yes | |
Move Device Group | Yes | Yes | Yes | Yes | |
Edit Device Description | Yes | Yes | Yes | Yes | |
Verify App Installation | Yes | Yes | Yes | Yes | |
License/UnLicense Device | Yes | Yes | Yes | Yes | |
Delete Device | Yes | Yes | Yes | Yes | |
Search Devices | Yes | Yes | Yes | Yes | |
Add a Non-MFP Device | No | Yes | Yes | Yes | |
Assign Non-MFP Licenses | No | Yes | Yes | Yes | |
Transfer Non-MFP Licenses | No | Yes | Yes | Yes | |
View Non-MFP Licenses Per User, Including Workflow Shared Status and Licenses In Use | No | Yes | Yes | Yes | |
Manage Total Licenses | No | Yes | Yes | Yes | |
Users | |||||
Invite Users via Email | Yes | Yes | Yes | Yes | |
Assign User Group and Role to Invited User | Yes | Yes | Yes | Yes | |
Resend Invite | Yes | Yes | Yes | Yes | |
Cancel Invite | Yes | Yes | Yes | Yes | |
Create User Group | Yes | Yes | Yes | Yes | |
Move User Group | Yes | Yes | Yes | Yes | |
Assign User Role to Tenant Member | Yes | Yes | Yes | Yes | |
Assign Tenant Admin Role to Tenant Member | Yes | Yes | Yes | Yes | |
Assign Tenant Super Admin Role to Tenant Member | Yes | Yes | Yes | Yes | |
Assign Custom Role to Tenant Member | No | No | Yes | Yes | |
View the Number of Roles Assigned to Tenant Members | No | No | Yes | Yes | |
Assign Multiple Roles to Tenant Member | No | No | Yes | Yes | |
View/Edit Users’ Roles | Yes | Yes | Yes | Yes | |
View/Edit Shared Workflows | Yes | Yes | Yes | Yes | |
Block/Unblock User | Yes | Yes | Yes | Yes | |
Delete User | Yes | Yes | Yes | Yes | |
Search Users | Yes | Yes | Yes | Yes | |
Assign/Unassign Custom User Role | No | No | Yes | Yes | |
Assign/Unassign Custom Group Role | No | No | Yes | Yes | |
Assign Default Group Member | No | No | Yes | Yes | |
Assign User License (for People-Based Workflows) | No | No | Yes | Yes | |
Forms | |||||
Create New Form | Yes | Yes | Yes | Yes | |
Sample Forms | Yes | Yes | Yes | Yes | |
Import/Export forms | Yes | Yes | Yes | Yes | |
Publish/Unpublish Form | Yes | Yes | Yes | Yes | |
Clone Form | Yes | Yes | Yes | Yes | |
Edit Form | Yes | Yes | Yes | Yes | |
Delete Form | Yes | Yes | Yes | Yes | |
Search Forms | Yes | Yes | Yes | Yes | |
Create Form Group | Yes | Yes | Yes | Yes | |
Rename Form Group | Yes | Yes | Yes | Yes | |
Licensing | Yes | Yes | Yes | Yes | |
Flatten Form | No | No | Yes | Yes | |
Form Builder | |||||
Drag and Drop Index Fields | Yes | Yes | Yes | Yes | |
Text Line Field | Yes | Yes | Yes | Yes | |
Text Area Field | Yes | Yes | Yes | Yes | |
Number Field | Yes | Yes | Yes | Yes | |
Checkmark Field | Yes | Yes | Yes | Yes | |
Dropdown Field | Yes | Yes | Yes | Yes | |
Date and Time Field | Yes | Yes | Yes | Yes | |
Hidden Field | Yes | Yes | Yes | Yes | |
Label Field | Yes | Yes | Yes | Yes | |
Page Break Field | Yes | Yes | Yes | Yes | |
Required Field | Yes | Yes | Yes | Yes | |
Read Only Field | Yes | Yes | Yes | Yes | |
Helper Text | Yes | Yes | Yes | Yes | |
Multi-Select Field | Yes | Yes | Yes | Yes | |
Exclude from Metadata | Yes | Yes | Yes | Yes | |
Buttons List | Yes | Yes | Yes | Yes | |
Copy a Field on the Canvas | Yes | Yes | Yes | Yes | |
Delete a Field from the Canvas | Yes | Yes | Yes | Yes | |
Edit Forms from Both Web Forms and MFP Forms | No | No | Yes | Yes | |
File Upload support | No | No | No | Yes | |
Workflow Designer | |||||
Workflow Canvas with Drag/Drop Capability | Yes | Yes | Yes | Yes | |
Node Palette panel | Yes | Yes | Yes | Yes | |
Search Node Palette panel | Yes | Yes | Yes | Yes | |
Create My Favorites Node Group | Yes | Yes | Yes | Yes | |
Collect, Process, and Distribute Node Groups | Yes | Yes | Yes | Yes | |
Float/Pin Node Palette | Yes | Yes | Yes | Yes | |
Remove Group from Favorites | Yes | Yes | Yes | Yes | |
Organize Favorites | Yes | Yes | Yes | Yes | |
Configure Node Palette View | Yes | Yes | Yes | Yes | |
Sort Node Palette | Yes | Yes | Yes | Yes | |
Drawing Tools Bar | Yes | Yes | Yes | Yes | |
Connectors Bar | Yes | Yes | Yes | Yes | |
Print Workflow | Yes | Yes | Yes | Yes | |
Export Workflow | Yes | Yes | Yes | Yes | |
Add Node to Favorites | Yes | Yes | Yes | Yes | |
Cut/Copy/Paste/Delete Selected Item on Canvas | Yes | Yes | Yes | Yes | |
Undo/Redo Previous Action | Yes | Yes | Yes | Yes | |
Validate Workflow | Yes | Yes | Yes | Yes | |
Display/Hide Fullscreen | Yes | Yes | Yes | Yes | |
Access Online Help Site | Yes | Yes | Yes | Yes | |
Dropdown Menu Accessing a List of Feature Menus, Including File, Edit. View, Insert, Shape, Project, and Help | Yes | Yes | Yes | Yes | |
Page Setup Window | Yes | Yes | Yes | Yes | |
Lock/Unlock Object on Canvas | Yes | Yes | Yes | Yes | |
Select all Objects on Canvas | Yes | Yes | Yes | Yes | |
Select all Objects on Canvas of a Type | Yes | Yes | Yes | Yes | |
Delete Page(s) | Yes | Yes | Yes | Yes | |
Show/Hide Toolbars | Yes | Yes | Yes | Yes | |
Show/Hide Canvas Grid | Yes | Yes | Yes | Yes | |
Snap Object to Grid | Yes | Yes | Yes | Yes | |
Zoom In/Out | Yes | Yes | Yes | Yes | |
Restore Canvas View to Actual Size | Yes | Yes | Yes | Yes | |
Show/Hide Full Screen | Yes | Yes | Yes | Yes | |
Keyboard Shortcuts Window | Yes | Yes | Yes | Yes | |
Insert New Page | Yes | Yes | Yes | Yes | |
Insert Object onto Canvas | Yes | Yes | Yes | Yes | |
Group/UnGroup Shapes | Yes | Yes | Yes | Yes | |
Arrange Objects (Bring to Front/Back) | Yes | Yes | Yes | Yes | |
Select Similar Shapes | Yes | Yes | Yes | Yes | |
Properties Panel (Define Visual Attributes of a Selected Object) | Yes | Yes | Yes | Yes | |
Set Default Configurations for Properties Panels | Yes | Yes | Yes | Yes | |
Define Default Error Node | Yes | Yes | Yes | Yes | |
Define Grid Spacing | Yes | Yes | Yes | Yes | |
Select a Workflow Button icon for Display at MFP | Yes | Yes | Yes | Yes | |
Select a Background Image for Workflow | Yes | Yes | Yes | Yes | |
Define a Color Scheme for Canvas Text, Lines, and Background | Yes | Yes | Yes | Yes | |
Experiment with Sample Workflows | Yes | Yes | Yes | Yes | |
Add People Nodes to workflows | No | No | Yes | Yes | |
Rename Node on Canvas | Yes | Yes | Yes | Yes | |
Change Node icon on Canvas | Yes | Yes | Yes | Yes | |
Set Node visual attributes on Canvas | Yes | Yes | Yes | Yes | |
Group/UnGroup Nodes | Yes | Yes | Yes | Yes | |
Set Text Attributes for Nodes on Canvas | Yes | Yes | Yes | Yes | |
Set Color Attributes for Nodes on Canvas | Yes | Yes | Yes | Yes | |
Edit Node Properties | Yes | Yes | Yes | Yes | |
Show/Hide Connector Symbols | Yes | Yes | Yes | Yes | |
Group/UnGroup Connectors | Yes | Yes | Yes | Yes | |
Order (arrange) Connectors | Yes | Yes | Yes | Yes | |
Define Color Scheme for Connectors | Yes | Yes | Yes | Yes | |
Define User-Selectable Connectors for People Nodes | No | No | Yes | Yes | |
Set Attributes for Text on Canvas | Yes | Yes | Yes | Yes | |
Group/UnGroup Text Boxes on Canvas | Yes | Yes | Yes | Yes | |
Order (Arrange) Text Boxes on Canvas | Yes | Yes | Yes | Yes | |
Define Color Scheme for Text in Text Boxes | Yes | Yes | Yes | Yes | |
Configure Shapes (Ellipse, Rectangle, Line) on Canvas | Yes | Yes | Yes | Yes | |
Select Multiple Objects on Canvas | Yes | Yes | Yes | Yes | |
View Status (Footer) bar, Including Page Number, Location of Selected Object on Canvas, Page Size, Printer Paper Size, and Zoom Level | Yes | Yes | Yes | Yes | |
Logs | |||||
View Activity Logs for Selected workflows, devices, or Users | Yes | Yes | Yes | Yes | |
Restrict Log View to a Selected Date Range | Yes | Yes | Yes | Yes | |
Restrict Log View to Selected Log types | Yes | Yes | Yes | Yes | |
Sort Log View | Yes | Yes | Yes | Yes | |
Filter Log View to Display Selected Data Columns | Yes | Yes | Yes | Yes | |
Export Logs to CSV or TXT | Yes | Yes | Yes | Yes | |
Search Logs | Yes | Yes | Yes | Yes | |
Process Node Logging | Yes | Yes | Yes | Yes | |
License Calculator | |||||
View Current License Count and Expiration Date | Yes | Yes | Yes | Yes | |
Create “What If” Scenarios for a Proposed Update to a Tenant License | Yes | Yes | Yes | Yes | |
Specify Target License Counts and Expiration Dates | Yes | Yes | Yes | Yes | |
Specify Variables Manually, by a Single Increment, or Using a Slider | Yes | Yes | Yes | Yes | |
Displays the License and Quantity to Purchase in Order to Meet the Targeted License | Yes | Yes | Yes | Yes | |
Roles | |||||
Use the Roles Feature to Control Members’ Access within the Tenant | Yes | Yes | Yes | Yes | |
Assign a System Role to Tenant Members | Yes | Yes | Yes | Yes | |
View a List of Tenant Roles and their Members | No | No | Yes | Yes | |
Create Custom Roles for your Tenant | No | No | Yes | Yes | |
Select the Permissions to Include in a Custom Role | No | No | Yes | Yes | |
Modify a Custom Role | No | No | Yes | Yes | |
Delete a Custom Role | No | No | Yes | Yes | |
Search the List of Roles | No | No | Yes | Yes | |
Sort the List of Roles | No | No | Yes | Yes | |
Assign Multiple Roles to Tenant Members (via User Management Page) | No | No | Yes | Yes | |
Assign a Default Role to a User Group | No | No | Yes | Yes | |
View the User Groups for Which the Role is the Default Role | No | No | Yes | Yes | |
Inbox | |||||
View a List of Jobs and Notifications that Require your Attention | No | No | Yes | Yes | |
View the Notification Type, Date/Time Received, and Other Information About the Notification | No | No | Yes | Yes | |
Sort the Inbox | No | No | Yes | Yes | |
Delete a Notification | No | No | Yes | Yes | |
Form Viewer on Job Ticket for All Form Types | No | No | Yes | Yes | |
Jobs | |||||
View a List of Jobs of Which You are Owner | No | No | Yes | Yes | |
View the Job Summary, History, Notes, and Attachments | No | No | Yes | Yes | |
Track a Job | No | No | Yes | Yes | |
Delete a Job from Your List | No | No | Yes | Yes | |
Manually Process a Job | No | No | Yes | Yes | |
Job Queues | |||||
Manage the Job Queues of Which You Are a Member | No | No | No | Yes | |
Select a Job Queue and View the Notifications within | No | No | No | Yes | |
Create New Job Queues | No | No | No | Yes | |
Add Tenant Members to a Job Queue | No | No | No | Yes | |
Delete a Job Queue | No | No | No | Yes | |
View the Members of a Job Queue | No | No | No | Yes | |
Stale Job Notification | No | No | No | Yes | |
Transitions - No Action Taken Notification | No | No | No | Yes | |
Tracker | |||||
View a List of Tracked Jobs | No | No | Yes | Yes | |
Edit Tracked Jobs Assigned to You | No | No | Yes | Yes | |
Settings | |||||
View Tenant License Count and Expiration Date | Yes | Yes | Yes | Yes | |
Modify Tenant License | Yes | Yes | Yes | Yes | |
Upgrade Tenant License | Yes | Yes | Yes | Yes | |
View Tenant Settings | Yes | Yes | Yes | Yes | |
Modify Tenant Name | Yes | Yes | Yes | Yes | |
Modify Tenant Time Zone | Yes | Yes | Yes | Yes | |
View/copy Dispatcher Paragon Integration Information | Yes | Yes | Yes | Yes | |
Upgrade IWS app License | Yes | Yes | Yes | Yes | |
Tenant Configuration | |||||
MarketPlace Auth | Yes | Yes | Yes | Yes | |
Cloud Database Auth | Yes | Yes | Yes | Yes | |
Entra ID Auth | Yes | Yes | Yes | Yes | |
US Data Center | Yes | Yes | Yes | Yes | |
Canadian Data Center | Yes | Yes | Yes | Yes | |
European Data Center | Yes | Yes | Yes | Yes | |
APAC Data Center | Yes | Yes | Yes | Yes | |
Infrastructure | |||||
YSoft Connectivity | Yes | Yes | Yes | Yes | |
Collection Nodes | |||||
MFP Capture In | Yes | Yes | Yes | Yes | |
Dropbox In | No | Yes | Yes | Yes | |
Gmail In | No | Yes | Yes | Yes | |
MS Exchange In | No | Yes | Yes | Yes | |
Upland Fax In | No | Yes | Yes | Yes | |
Dispatcher Phoenix In | Yes | Yes | Yes | Yes | |
External Forms In w/ Standard Forms | No | No | No | Yes | |
Internal Forms In w/ Standard Forms | No | No | Yes | Yes | |
Internal Forms In w/ Advanced Forms | No | No | No | Yes | |
External Forms In w/ Advanced Forms | No | No | No | Yes | |
Process Nodes | |||||
Edit & Approve (User) | No | No | Yes | Yes | |
People User | No | No | Yes | Yes | |
People Group | No | No | No | Yes | |
People Queue | No | No | No | Yes | |
Advanced OCR | No | Yes | Yes | Yes | |
Annotate | No | Yes | Yes | Yes | |
Convert to PDF | No | Yes | Yes | Yes | |
Metadata Scripting | No | Yes | Yes | Yes | |
Metadata to File | Yes | Yes | Yes | Yes | |
Flatten Form | No | No | Yes | Yes | |
Assign Owner | No | No | Yes | Yes | |
Rename | Yes | Yes | Yes | Yes | |
Form Selector | Yes | Yes | Yes | Yes | |
ODBC | No | Yes | Yes | Yes | |
Distribution Nodes | |||||
Google Drive Connector | Yes | Yes | Yes | Yes | |
Upland Fax Connector | No | Yes | Yes | Yes | |
Dispatcher Phoenix Connector | Yes | Yes | Yes | Yes | |
SharePoint Online Connector | Yes | Yes | Yes | Yes | |
Email Out | Yes | Yes | Yes | Yes | |
Box Connector | Yes | Yes | Yes | Yes | |
Dropbox Connector | Yes | Yes | Yes | Yes | |
OneDrive Connector | Yes | Yes | Yes | Yes | |
OneDrive for Business Connector | Yes | Yes | Yes | Yes | |
Paragon Cloud Fax Connector | Yes | Yes | Yes | Yes | |
End Node | No | No | Yes | Yes | |
Advanced Forms | |||||
Added Canvas Sizes | No | No | No | Yes | |
Drag and Drop of Existing Fields | No | No | No | Yes | |
Resize Form Fields | No | No | No | Yes | |
Multi-Select Fields | No | No | No | Yes | |
Layout Properties | No | No | No | Yes | |
Border Stroke Properties | No | No | No | Yes | |
Page Break Field | No | No | No | Yes | |
Dropdown Field | No | No | No | Yes | |
Checkboxes Field | No | No | No | Yes | |
Signature Field | No | No | No | Yes | |
Text Tool | No | No | No | Yes | |
Line Tool | No | No | No | Yes | |
Form Tools Rotation | No | No | No | Yes | |
Grouping Properties | No | No | No | Yes | |
Color Properties | No | No | No | Yes | |
Lock / Unlock Property | No | No | No | Yes | |
Order Properties | No | No | No | Yes | |
Section Group Field | No | No | No | Yes | |
Star Tool | No | No | No | Yes | |
Diamond Tool | No | No | No | Yes | |
Asterisk Tool | No | No | No | Yes | |
Plus sign Tool | No | No | No | Yes | |
Minus sign Tool | No | No | No | Yes | |
Custom CSS | No | No | No | Yes |
Device Licensing
Device licenses are used to allow Dispatcher Stratus to collect documents and start workflows. Your Dispatcher Stratus license will come with a certain number of device licenses, which can be used to license MFPs or non-MFP devices, such as External Forms, third-party connectors like Dropbox In and more. For more information about adding devices to your tenant, see the Device Management page.
Using Device Licenses
You can add as many MFPs to your Dispatcher Stratus tenant as you want. When you register a license to the device, that is when the device license will become used.
To register a device, do the following:
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Navigate to the Devices page.
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In the row of the device you would like to register, select the Medal icon in the Actions column on the right-hand side. The Register License to Device window appears.
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To register the device, select Yes. Otherwise, select No.
Medal Icon
The medal icon displays in the Actions column. Its color indicates the license registration status of the device:
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Green - The device is registered and is available for use with workflows.
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Purple - The device is not registered, but a license is available on which to register the device.
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Gray - No licenses are available on which to register the device. For more information about modifying your license and how it will affect your available licenses, see the Settings page.
Using a Non-MFP Device License
After a user has non-MFP licenses assigned to them, those licenses are then used whenever a user saves a Collection Node that Dispatcher Stratus recognizes as consuming a license.
For non-MFP inputs such as Dropbox In or Microsoft Exchange In, Dispatcher Stratus will use a license whenever it recognizes a unique combination of the following:
- Logged-in user
- Node Type
- Account
- Folder Type
For External Form and Internal Form nodes, Dispatcher Stratus will use a license whenever it recognizes a unique form URL (created during node configuration).
Example
If a user has a device license configured for a Dropbox In folder called “Applications” and creates a second workflow configured for the same folder, that will only use one device license.
If that same user has two Dropbox In nodes in a workflow, each configured with a different folder, that workflow will use two licenses.
Note: The Blue icon indicates that at least one of the assigned licenses has been used. The empty icon indicates that the user has not used any of their assigned licenses.
Reclaiming a Used Non-MFP License
If you have used a non-MFP device license and would like to use it for a different input, you can reclaim the used license in two ways:
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Delete the workflow(s) using the license.
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Delete the input node(s) using the license and save the workflow. Note that the license will not be available until the workflow is saved.
User Licensing
User licenses can be included in Dispatcher Stratus Business and Enterprise license tiers. These are purchased separately from device licenses. For more information about adding user licenses to your tenant, see the User Management page.
Using User Licenses
You can add as many users to your Dispatcher Stratus tenant as you want. These users can access and use workflows with no restrictions. When you assign a license to a user, that is when the user license will become used. User licenses are necessary for users who will be interacting with People Nodes.
To assign a license to a user, do the following:
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Navigate to the Users page.
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In the row of the user you would like to assign a license to, select the Medal icon in the Actions column on the right-hand side. The Register License to Device window appears.
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To register the device, select Yes. Otherwise, select No
Medal Icon
The medal icon displays in the Actions column. For more information, hover over the Medal icon. The color of the Medal icon indicates the license registration status of the user:
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Green - The user is registered and is consuming a user license.
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Purple - The user is not registered and is not consuming a user license.
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Gray - The user’s registration status cannot be changed at this time. Likely causes are:
- There are no available user licenses. For more information about modifying your license and how it will affect your available licenses, see the Settings page.
- The user is a Default Group Member. To remove the license from this user, they must be removed as the Default Group Member for all groups.