SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®Introduction                                    A brief intr...
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®What are SharePoint and ccScan?•   What is SharePoint?      ...
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®Typical Scenario•   Typically people that scan documents to ...
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®Optimized Scenario•   Is there a better way to scan to Share...
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®ccScan ScreenshotVisit the ccScan Website   Scan, Import, an...
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®One-Step Process•   Eliminate Time-Consuming Intermediate St...
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®SharePoint Custom Column Values      • Enter values into col...
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®Automate with ccScan Advanced•   Separate a stack of multi-p...
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®Additional Features•   Bulk import capability to upload larg...
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®Next Step        To learn more about ccScan for SharePoint o...
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Scan, Import, and Automatically File documents to SharePoint with ccScan

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ccScan Advanced for SharePoint is best explained with some examples: run unattended jobs to import electronic faxes, upload them to automatically selected folders of a SharePoint Document Library or List, and automatically name the document, all based on information extracted from barcodes and text pattern searches in text obtained through OCR. Or scan documents and automatically populate custom Columns in a SharePoint Document Library or List. Since ccScan is highly configurable it can be applied to many scenarios where opportunities for automation and large time savings are present.

ccScan Advanced features are based upon sophisticated technologies such as barcode detection, OCR, and Text Pattern search with Regular Expressions. These capabilities are applied to both the scanning of paper documents in the paper-based office and the processing of electronic documents in the paperless office.

ccScan Standard for SharePoint is similar to ccScan Advanced without the automation capabilities. ccScan Standard is typically used in a paper-based office to efficiently scan paper documents to SharePoint. Because ccScan Standard scans directly to SharePoint you can eliminate manual steps like scanning locally, naming the document, creating a folder in a SharePoint Document Library or List, uploading the document to SharePoint, and finally entering values in the input fields (“Columns”) defined for the Document Library or List. Instead, ccScan Standard does all of this in a pre-configured and efficient single-step operation.

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

  1. 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 CloudVisit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 1
  2. 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, 2007Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 2
  3. 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 timeVisit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 3
  4. 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 AdvancedVisit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 4
  5. 5. SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO SHAREPOINT ®ccScan ScreenshotVisit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 5
  6. 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. 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 entryVisit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 7
  8. 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 PDFsVisit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 8
  9. 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 formatVisit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 9
  10. 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.comVisit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 10

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