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



  • Directory* - final directory for scanned documents, the rest of the URL following the site, eg. /Invoices or  /Documents if the whole URL has for example this form https://mycompany.sharepoint.com/sites/CompanyPortal/Invoices
  • 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
  • Site* - name of SharePoint Site, only the part of URL with site, eg. /sites/CompanyPortal


When using SharePoint with MS Graph API there is no application created in the Azure, there is a scope created with: Sites.ReadWrite.All with offline access to create refresh token. All documentation to Microsoft Graph API is accessible here: https://docs.microsoft.com/en-us/graph/

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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.


If you name column in SharePoint "Barcode" and you will extract barcodes from the document we will automatically insert the extracted value to this column.