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



  • Directory* - final directory for scanned documents
  • Overwrite files - to overwrite existing files with scanned document check this setting, otherwise a new file with a suffix will be created.
  • Destination type - select SharePoint Online
  • User specific - is disabled
  • Site URL - URL of site where document library is located
  • Library - name of document library
  • Client ID - put Client ID. To create Client ID and Secret follow the next chapter on How to get Client ID and Client Secret.
  • Client secret - put Client secret
  • Redirect URL - copy this value in order 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 if you have columns/parameters structure as on the picture below, you can create parameters in OptimiDoc SharePoint destination with same names and later on while creating a document in the destination will use those parameters and store them in SharePoint.