Create a 'Scan to OneDrive for Business' App

Microsoft's 'OneDrive for Business' is a store/sync/share feature of Office 365 and on-premise SharePoint Server 2013.  While 'OneDrive' is intended for personal storage separate from the workplace, 'OneDrive for Business' is based on SharePoint and has more in common with Office 365 Team Sites.

Udocx includes a 'Scan to OneDrive' app which is specific to OneDrive.  Microsoft's 'OneDrive for Business' is supported through the Udocx 'Scan to SharePoint folder' app.

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.

Steps

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

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 SharePoint folder” and press [Next].

5.In the “General” tab give the newly created App a name and make sure the “Status” is enabled.  You may also choose whether to stay in the app or return the the main Udocx menu between operations.

6.Select the “Application” tab and specify the url of the SharePoint site and the name of the folder to which you want to upload the scanned documents. To do this, the SharePoint URL must use the option “_user_” (without the “).  For example, if your Office 365 the MySite/ MyContent URL looks like this in your browser:

https://contoso-my.sharepoint.com/personal/username_contoso_com/...

The URL stored in Udocx would be:

https://contoso-my.sharepoint.com/personal/_user_

NOTE: The "Column Settings" tab is not available until the initial App configuration has been saved. It is recommended to complete the basic configuration, save the App, then edit the App to import any columns as needed.

7.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.

8.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.

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

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).

9. Click [Save] to confirm the App, which will take you back to the App overview. If you have custom SharePoint columns that you wish to configure, you may import them from the 'Column Settings' tab at this time.

10.If you wish to use Form Recognition, specify your template on the 'Form Recognition' tab.  See the article on Form Recognition for details.