Scan, Import, and Automatically file documents to SharePoint ® Introduction

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

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

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

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

5. Scan, Import, and Automatically file documents to SharePoint®ccScan Screenshot

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!

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

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

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

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