SharePoint
This function provides the configuration for storing the documents in SharePoint.
Store to SharePoint
Details of settings:
| Category | Setting | Description | Options |
|---|---|---|---|
| - | Service | Selected service is SharePoint. | SharePoint OneDrive for Business OneDrive Google Drive |
| SharePoint Settings | SharePoint Site URL List | Specify SharePoint sites that can be browsed when selecting a SharePoint folder as the
destination.
If no URL is specified, the destination can be selected from all SharePoint sites to which the user has access. |
URL such as ‘https://***.sharepoint.com’ |
| Destination Settings | Folder | Specify the SharePoint folder where the documents are to be stored. | A folder selected from already existing SharePoint folders. |
| Sub-folder | Specify whether the documents to be organised in sub-folders. This is used, for example, to automatically create a folder named with the extracted data under the destination folder and store the documents in it. | - | |
| Sub-folder Name | The name of the sub-folder. Only displayed when sub-folder is enabled. |
Only characters allowed as SharePoint folder name. Extracted data and dynamic data such as dates can be used. Invalid characters from the folder name will be removed. Nested subfolders is supported by seperating the folders with '/' in Sub-folder Name field. |
|
| File Settings | File Type | File format of the file to be stored. Default value is PDF. | PDF Searchable PDF PDF/A-1a PDF/A-1a PDF/A-1b PDF/A-2a PDF/A-3a Excel Word PowerPoint
OCR (Optical character recognition) is applied to every format except non searchable PDF |
| Document Language | Document Language used for the OCR | English Danish Dutch Finnish French German Greek Hungarian Italian Japanese Norwegian Polish Portugese Russian Spanish Swedish Turkish
Document Language field is enabled to every format except non searchable PDF |
|
| Filename | Filename of the file to be stored. |
Only characters allowed as SharePoint filename. Extracted data and dynamic data such as dates can be used |
|
| SharePoint Metadata Fields | (Fields configured in destination SharePoint) | Values can be entered in the metadata fields configured in the destination SharePoint site. |
Value in line with the format set in the metadata field in SharePoint. Extracted data and dynamic data such as dates can be used. |
