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We want to scan straight into a SharePoint site

MFPs from HP, Canon, Ricoh, Konica Minolta, Xerox and Sharp have SharePoint connectors in firmware or as embedded apps. Auth is via a service account or per-user OAuth.

Try this first

  1. 1Create a SharePoint site or library with a clear purpose ('Scans-Accounting', 'Scans-HR'). Not one generic 'Scans' bin, then nobody finds anything.
  2. 2Pick auth: service account with fixed rights on that library (simple) or per-user OAuth (audit trail of who scans what).
  3. 3Configure the scan target on the MFP via the embedded app. Vendor names vary ('Send to SharePoint', 'Cloud Connector', 'Document Capture').
  4. 4Set naming convention: datetime-username.pdf, or prompt the user to type a subject on the touchscreen. Otherwise you get 600 'scan001.pdf' files.
  5. 5Test heavy scans (30+ pages). Some connectors timeout on big PDFs and you lose the doc without warning.

When to bring us in

For a clean setup with proper rights, OAuth and naming, two to three hours is typical. We do it in one visit including staff instruction.

See also

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