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SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®
Introduction




                                    A brief introduction to

              Scanning to SharePoint® and Office 365 with ccScan ®
    a popular document scanning application for an ever-expanding list of repositories and
                        content management systems in the Cloud




Visit the ccScan Website   Scan, Import, and Automatically File documents to the Cloud       1
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®
What are SharePoint and ccScan?

•   What is SharePoint?
      • Microsoft SharePoint is a highly popular business collaboration platform for the
        enterprise. Typically it is the single point for all information aggregation, search and
        collaboration in an organization.
      • Since SharePoint is multi-functional it can be used to build and manage internal and
        external websites, to build communities for internal networking and social
        collaboration, to search for organization-wide information, to explore the
        organization’s business intelligence, etc.
•   What is ccScan?
      • A production-quality capture application used to scan and import documents directly
        to SharePoint in an automated, time-saving manner.
      • Supports SharePoint Online Office 365 and SharePoint 2013, 2010, 2007




Visit the ccScan Website     Scan, Import, and Automatically File documents to the Cloud           2
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®
Typical Scenario

•   Typically people that scan documents to SharePoint
      • First scan to their PC, use the browser to create a folder in a SharePoint document
        library and finally upload their scanned document(s) to this folder
      • Afterwards they use the browser to enter values in the columns of the SharePoint
        document library to set the document properties
      • Obviously this approach takes a lot more time than necessary
      • The next slide shows how ccScan can eliminate this wasted time




Visit the ccScan Website    Scan, Import, and Automatically File documents to the Cloud       3
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®
Optimized Scenario

•   Is there a better way to scan to SharePoint?
      • YES, absolutely!
•   Scan Directly to the SharePoint with ccScan Standard
      • Eliminate time-consuming intermediate steps
      • Enter values into columns of SharePoint document libraries directly
      • Automated the process with ccScan Advanced




Visit the ccScan Website   Scan, Import, and Automatically File documents to the Cloud   4
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®
ccScan Screenshot




Visit the ccScan Website   Scan, Import, and Automatically File documents to the Cloud   5
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®
One-Step Process

•   Eliminate Time-Consuming Intermediate Steps
     •   Stop scanning documents to your PC first
     •   Stop creating SharePoint folders manually
     •   Stop uploading scanned documents to SharePoint manually
     •   Stop entering values into Document Library or List columns afterwards
•   Instead do all of the above in a single step
     •   Select a scanning job in ccScan
     •   Enter folder name, document name, column values, …
     •   Start job
     •   Done!




Visit the ccScan Website    Scan, Import, and Automatically File documents to the Cloud   6
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®
SharePoint Custom Column Values

      • Enter values into columns of a SharePoint Document Library or List immediately at
        scanning time instead of updating those later
     •   In other words, “index” your documents directly
     •   ccScan enumerates all columns in a Document Library or List and makes them
         available
     •   Select which columns the operator must enter and enter default values for the
         remaining columns
     •   Alternatively select a SharePoint “View” for the Document Library which limits the
         number of columns made available
     •   For each column ccScan obtains the properties from SharePoint (data type, required
         column, etc) and applies those properties during data entry




Visit the ccScan Website    Scan, Import, and Automatically File documents to the Cloud       7
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®
Automate with ccScan Advanced

•   Separate a stack of multi-page documents automatically with barcodes
•   Automatically name documents, automatically select/create folders, and automatically
    enter data in custom columns with values
     •   Extracted from one or more barcodes
     •   Obtained with text pattern searches in text retrieved with OCR
     •   Computed from running counters
•   Barcode values, text search results, and counters are made available in “macros” which
    can be combined with static text to form complex expressions
•   Use multiple barcodes and text pattern searches in combination with “conditional macros”
    to test for different document types and apply rule-based processing
•   Automation works equally well with scanned paper documents and imported PDFs




Visit the ccScan Website   Scan, Import, and Automatically File documents to the Cloud         8
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®
Additional Features

•   Bulk import capability to upload large amounts of files at once
•   Pre-configured set of import and scanning jobs can be customized
     •   Create new jobs and/or modify existing jobs
     •   Select the properties the operator should enter and the default values
•   Use optional Index/QA step
     •   As “error queue” to manually forward documents not processed by automation
     •   To review scan results, insert and delete pages
     •   To enter values into document properties
     •   To redact and annotate documents before storing them
•   Share a high-throughput scanner in "kiosk" environment with automatic logout
•   Daily audit log in script-language friendly format




Visit the ccScan Website    Scan, Import, and Automatically File documents to the Cloud   9
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®
Next Step



        To learn more about ccScan for SharePoint or download a free trial please visit
            http://www.capturecomponents.com/products/ccScanForSharePoint.html


                            or email Capture Components LLC at
                               sales@capturecomponents.com




Visit the ccScan Website   Scan, Import, and Automatically File documents to the Cloud    10

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Scan, Import, and Automatically File documents to SharePoint with ccScan

  • 1. SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ® Introduction A brief introduction to Scanning to SharePoint® and Office 365 with ccScan ® a popular document scanning application for an ever-expanding list of repositories and content management systems in the Cloud Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 1
  • 2. SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ® What are SharePoint and ccScan? • What is SharePoint? • Microsoft SharePoint is a highly popular business collaboration platform for the enterprise. Typically it is the single point for all information aggregation, search and collaboration in an organization. • Since SharePoint is multi-functional it can be used to build and manage internal and external websites, to build communities for internal networking and social collaboration, to search for organization-wide information, to explore the organization’s business intelligence, etc. • What is ccScan? • A production-quality capture application used to scan and import documents directly to SharePoint in an automated, time-saving manner. • Supports SharePoint Online Office 365 and SharePoint 2013, 2010, 2007 Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 2
  • 3. SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ® Typical Scenario • Typically people that scan documents to SharePoint • First scan to their PC, use the browser to create a folder in a SharePoint document library and finally upload their scanned document(s) to this folder • Afterwards they use the browser to enter values in the columns of the SharePoint document library to set the document properties • Obviously this approach takes a lot more time than necessary • The next slide shows how ccScan can eliminate this wasted time Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 3
  • 4. SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ® Optimized Scenario • Is there a better way to scan to SharePoint? • YES, absolutely! • Scan Directly to the SharePoint with ccScan Standard • Eliminate time-consuming intermediate steps • Enter values into columns of SharePoint document libraries directly • Automated the process with ccScan Advanced Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 4
  • 5. SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ® ccScan Screenshot Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 5
  • 6. SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ® One-Step Process • Eliminate Time-Consuming Intermediate Steps • Stop scanning documents to your PC first • Stop creating SharePoint folders manually • Stop uploading scanned documents to SharePoint manually • Stop entering values into Document Library or List columns afterwards • Instead do all of the above in a single step • Select a scanning job in ccScan • Enter folder name, document name, column values, … • Start job • Done! Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 6
  • 7. SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ® SharePoint Custom Column Values • Enter values into columns of a SharePoint Document Library or List immediately at scanning time instead of updating those later • In other words, “index” your documents directly • ccScan enumerates all columns in a Document Library or List and makes them available • Select which columns the operator must enter and enter default values for the remaining columns • Alternatively select a SharePoint “View” for the Document Library which limits the number of columns made available • For each column ccScan obtains the properties from SharePoint (data type, required column, etc) and applies those properties during data entry Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 7
  • 8. SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ® Automate with ccScan Advanced • Separate a stack of multi-page documents automatically with barcodes • Automatically name documents, automatically select/create folders, and automatically enter data in custom columns with values • Extracted from one or more barcodes • Obtained with text pattern searches in text retrieved with OCR • Computed from running counters • Barcode values, text search results, and counters are made available in “macros” which can be combined with static text to form complex expressions • Use multiple barcodes and text pattern searches in combination with “conditional macros” to test for different document types and apply rule-based processing • Automation works equally well with scanned paper documents and imported PDFs Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 8
  • 9. SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ® Additional Features • Bulk import capability to upload large amounts of files at once • Pre-configured set of import and scanning jobs can be customized • Create new jobs and/or modify existing jobs • Select the properties the operator should enter and the default values • Use optional Index/QA step • As “error queue” to manually forward documents not processed by automation • To review scan results, insert and delete pages • To enter values into document properties • To redact and annotate documents before storing them • Share a high-throughput scanner in "kiosk" environment with automatic logout • Daily audit log in script-language friendly format Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 9
  • 10. SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ® Next Step To learn more about ccScan for SharePoint or download a free trial please visit http://www.capturecomponents.com/products/ccScanForSharePoint.html or email Capture Components LLC at sales@capturecomponents.com Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 10