SharePoint

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.

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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.
If the sub-folder name contains only the invalid characters then it will replaced by '(not found)' label.

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.

* Turning on Enable File Types with OCR allows you to select PDFs that have been processed with OCR.
** Turning on Enable Additional File Types increases the range of file types you can select.
These additional file types will consume additional credits.

PDF
Searchable PDF*
PDF/A-1a
PDF/A-1b**
PDF/A-2a**
PDF/A-3a**
Excel**
Word**
PowerPoint**

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.

Metadata Settings

Please refer to this page.