Scanning Documents
With Scan app end-users can scan, upload to SharePoint and tag the result file/s in one-shot.
Users can use the Scan app in document libraries as well as in list items (scan and add attachments).
Once Scan app is activated in the site, when browsing a document library, the Scan button is available in the modern toolbar:
For lists – in the “View Item” page:
When clicking the “Scan” ribbon button end-user will see the following dialog*:
End-user can choose between:
· Edit settings & Scan
in this mode user will see the scan settings page and will be able to configure the scan settings before scan starts.
Once scan is done, user will see the result image/s and will be able to edit it before it is uploaded to SharePoint.
· Scan using default settings
in this mode user will not see the scan settings page, scan will use the default settings configured for the library/list.
Once scan is done, user will see the result image/s and will be able to edit it before it is uploaded to SharePoint.
· Quick Scan
In this mode user will not see scan settings page and not the result image/s, scan will use the default settings configured for the library/list.
The entire scan and upload process will be done in “silent” mode, and the user will be redirected to the library view to see the new uploaded file/s.
* As described in the previous section, you can configure the Scan app not to show this dialog, instead set one of these scanning options as default behavior for the list/library or site.
When clicking the “Edit setting & Scan” option, end-user will see the following dialog, which allows him to configure the current scan settings:
These settings include:
- Output format - Select the format of the created file. Select PDF format if you want to use OCR capabilities.
- Scan profile - This property is displayed only if there's more than one scanner profile configured in the user's desktop.
Select one of the scanner profiles configured in the current user's desktop. Each profile defines which network scanner should be used plus other scanner properties.
Scanner profiles are configured in the KWizCom Scan client - see details in the next section. - Single/Multiple files - In case you are scanning multiple papers (batch scan), you can select between 2 options:
- Scan into a single file - a single file will be created for all the scanned pages.
- Scan into multiple files - by default a file will be created for each of the scanned pages, so if you do a batch-scan of 20 pages - 20 files will be created.
If you're using a Zonal OCR template, then multiple pages can be created according to a configured document separator.
- Use Zonal OCR template - if there are Zonal OCR templates configured for the library, user can select the one to be used. The template will be used to automatically extract property values from the scanned paper/s, and group multiple scanned pages to documents using your configured document separator.
Click to learn about Zonal OCR templates. - File name - Name of the created file. You can use also the following tokens:
- [User] - current user name
- [Date] - current date
- [Time] - current time
- [ScnCnt] - scan counter. This token is useful when you do a batch-scan that creates a file per-page.
- Show Preview - check to open the Scan client window to display the scanned file and allow additional post-scan actions.
When clicking the “Scan” button, scan will start and then the Scan Client window will open showing a preview of the scan result:
To save the scanned file/s in your SharePoint library/list item simply click the “Upload & Save” button.
More details about the Scan Client are available in the next section.
| IMPORTANT: 1. When clicking “Scan” for the first time, end-user will be prompted to install the “KWizCom Scan Client” and "KWizCom Client Agent" executables on his desktop. This client utility is used to connect to local scanners, scan documents, OCR and additional image manipulation functions.
2. After allowing the installation of this utility, the user will be prompted to add a scan profile which defines which exact scanner should be used for the scan operation.
More details are available in the next section. |
After the files are saved in your SharePoint library, the "Edit properties" page will appear, enabling you to update the created file/s properties.
(This is in case Zonal OCR property mapping is not used)
KWizCom Scan Client
Part of KWizCom Scan App is the Scan Client software. This utility is installed on every end-user’s desktop when clicking the “Scan documents” button in the SharePoint library for the 1st time.
So how does it work?
When end-user clicks the “Scan Documents” toolbar button in the SharePoint library, the scanner will start scanning your papers, and a file/s will be created locally on the user's desktop.
The user will then see the created file/s preview in the Scan Client window:
To save the created file/s in your SharePoint library/list item simply click the “Upload & Save” button.
The Scan client provides additional options you can select prior to saving the file/s to SharePoint:
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| Scan additional papers, the result files will be added to the current scan. |
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| In case the created file is a PDF file, you can make it searchable by checking the “make PDF’s searchable” checkbox (checked by default).
You can also add additional languages to be supported by the OCR engine. |
 | Click to open the property-mapping editor. Use this option to create OCR property-mapping templates that enable mapping zones in the scanned paper to your library columns, and to create a document separator for multiple page scanning.
This way, when scanning one or more papers of the exact same layout, their properties can be extracted and updated automatically. |
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| Click to import additional images to the current scan. |
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| This button is enabled when selecting one of the images from the current scan.
Clicking it to perform basic image processing (crop, brightness, contrast). |
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| Click to rotate the selected image. |
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| Click to reorder the images in the current scan. You can also drag & drop images to change the order in the created file. |
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| Delete selected image/s. |
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| Deletes all images from the current scan. |
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| Click to create/edit scan profile.
Each profile includes a selected network scanner + other scanner properties. |
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| Change the Scan Client user-interface language |