The section below shows how to configure the scanning workflow for SharePoint Online. 



  • Directory* - final directory for scanned documents
  • Overwrite files - check this setting to overwrite existing files with scanned documents; otherwise, a new file with a suffix will be created. 
  • Destination type - select SharePoint Online
  • User specific - is disabled
  • Site URL - URL of the site where the document library is located
  • Library - the name of the document library
  • Client ID - put Client ID. To create a Client ID and Secret, follow the next chapter on How to get a Client ID and Client Secret.
  • Client secret - put Client secret
  • Redirect URL - copy this value to use it when obtaining the Client ID and secret.

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NOTE*

Parameters can be used.


Parameters section

Parameters are described in the parameters chapter. The following screen represents an example to make presented workflow running.

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EXAMPLE

Would you like to change the SharePoint online parameters directly on the terminal of the device? Here comes our functionality into action.

For example, suppose you have columns/parameters structure as in the picture below. In that case, you can create parameters in OptimiDoc SharePoint destination with the same names. Later on, creating a document in the destination will use those  parameters and store them in SharePoint.