Create a 'Scan to OneDrive' App

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With a 'Scan to OneDrive' App, you can scan directly to a Microsoft OneDrive folder.

Microsoft OneDrive (formerly SkyDrive) is available in two different forms:

OneDrive is a free, user-based personal data storage system that uses the OneDrive application and authenticates using a Microsoft-based account.

OneDrive for Business is a corporate solution available with Office 365 Small Business and Office 365 Enterprise.  OneDrive authenticates using the same credentials that you use for your Office 365 email and SharePoint access.

The Udocx 'Scan to OneDrive' app only supports OneDrive and not OneDrive for Business.  Udocx integration with OneDrive for Business is supported through the Udocx 'Scan to SharePoint Folder' app. See Create a 'Scan to OneDrive for Business' App for configuration details.

Udocx applications may be user-specific (only appearing when a specific user is logged in), MFP specific, or organization-wide (appearing on all MFP devices configured within the organization).  Udocx applications at the organization level also have an ‘Email Enable’ option that creates an industry-standard SMTP interface with a unique email address hosted by Udocx.  See Email Enable for a detailed description and Email Enable a Udocx Application for setup information.


1.Go to the Udocx administrator portal and login with your admin account. Or, if your admin has enabled you, login with your user account to customize your own Apps.


Udocx administrator login

2.To create an organisation-wide App select Settings > Applications.

To create a MFP specific App select MFPs > "configured MFP" > Applications.

To create a user specific App select Users > "user" > Applications.

If you are a user and want to customize your own Apps go to [My user settings].

3.Choose [Add new application].

4.Select “Scan to OneDrive” and press [Next].


Add new application: Scan to OneDrive


5.In the 'General' tab, give the newly created App a name and make sure the 'Status' is enabled.  You may also control whether to stay in the app or return to the Udocx main menu after each scan.

You may choose to generated an email notification upon successful completion of the scan operation.

You may configure the format of the file name using explicit text combined with a GMT time/date variable or accept the default (Scan_GMT time/date).

Finally, you can allow the end-user to override the file name and email notification at scan time.




6.Select the 'Destination' tab and specify the name of a folder within OneDrive to which you want to upload the scanned documents. This folder will be created during the first scanning operation if it does not exist.




7.Click [Save] to confirm the App, which will take you back to the App overview. The other tabs are not available until the initial app configuration is saved.


Scan to OneDrive

8. Click on the name of the newly created app or the edit icon (as shown).

9.Click on the “Authentication” tab and then click [Authorize OneDrive] 


OneDrive Authentication


10.Sign into OneDrive and click [Accept] to permit Udocx to upload documents to OneDrive.


Sign into Microsoft OneDrive.


11.The 'Scan Settings' tab allows you to configure the scan settings that will be used by default and whether or not the end-user can modify those settings at scan time.

The "Job build" option controls how the MFP functions when a document is placed on the glass instead of in the document feeder.  When enabled, a single Udocx job may be constructed from multiple scan operations.  When disabled, only a single page will be scanned and immediately processed by Udocx without further confirmation.  This behavior is MFP specific and may not apply to your make/model of device.

Note: Scan options that are not applicable for your particular make/model of the MFP will be safely ignored.


Scan Settings


12.All Udocx scanning applications can utilize Udocx 'Smart Scan' technology.  Smart Scan allows multi-page scanning operations to be split into two or more jobs based on a variety of criteria.  The splitting method that you select when configuring Smart Scan will depend on the attributes of the documents being processed.  See Smart Scan for examples of how this technology can be used to automate both document archiving and daily business workflows.


Enable Smart Scan


First, on the 'Smart Scan' tab of the Udocx application, enable the "Split scanned document" option.


Split Methodology


Next, choose the split methodology that you would like to use from the four available options:

Page Count - When the page count of the documents is always the same, you can split multi-page scans based strictly on the number of pages.  It is important to note that when duplex (two-sided) scanning is available and enabled within the Udocx application, each physical page will result in two scanned pages (front and back), and will count as two scanned pages for the purposes of Page Count splitting.

When "Allow user to edit number of split pages" is enabled, a dialog will be visible on the Udocx display to allow the user to adjust the document page count for each scanning operation at scan time.  This option is not valid when using email enabled Udocx applications via SMTP.

Empty Page - This option will split a multi-page scan into separate documents whenever a blank page is detected.  When splitting based on this methodology, you also have the option to remove the empty page from the job.

Barcode or QR-code - This option will split a multi-page scan into separate documents whenever a barcode or QR code is detected.  You can choose to trigger on a barcode/QR-code found anywhere on a page, or in a specific area of a page based on an uploaded example page and template ("Select Area").  Finally, you can also specify whether a detected barcode/QR-code page will become the first page of the next job or the last page of the previous (current) job.

Resembles First Page - This option will split a multi-page scan into separate documents whenever a page similar to the first scanned page is detected.  You can choose to compare the whole page or only a specific area of the page based on an uploaded example page and template ("Select Area").  Finally, an accuracy percentage setting allows you to fine-tune the resemblance detection (lower this value if resemblance-based split points are being missed).

13.Click [Save] to complete the configuration.



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