Scan, Import, and Automatically file documents to Box Introduction

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Presentation transcript:

Scan, Import, and Automatically file documents to Box Introduction A brief introduction to Scanning to Box with ccScan® a popular document scanning application for an ever-expanding list of repositories and content management systems in the Cloud

Scan, Import, and Automatically file documents to Box What are Box and ccScan? What is Box? Box is an increasingly popular online collaboration platform located at www.box.com Box makes it simple for businesses to share, manage and access all their content online What is ccScan? A production-quality capture application used to scan and import documents directly to Box in an automated, time-saving manner

Scan, Import, and Automatically file documents to Box Typical Scenario Typically people that scan documents to Box First scan to their PC, then use the browser to create a folder in Box and upload their document(s) And finally they use the browser to set Box document properties such as description, sharing mode, etc Obviously this approach takes a lot more time than necessary The next slide shows how ccScan can eliminate this wasted time

Scan, Import, and Automatically file documents to Box Optimized Scenario Is there a better way to scan to Box? YES, absolutely! Scan Directly to the Box with ccScan Standard Eliminate time-consuming intermediate steps Set Box document properties immediately Automated the process with ccScan Advanced

Scan, Import, and Automatically file documents to Box ccScan Screenshot

Scan, Import, and Automatically file documents to Box One-Step Process Eliminate Time-Consuming Intermediate Steps Stop scanning documents to your PC first Stop creating Box folders manually Stop uploading scanned documents to Box manually Stop setting Box document properties afterwards Instead do all of the above in a single step Select a scanning job in ccScan Enter folder name, document name, description, tags, … Start job Done!

Scan, Import, and Automatically file documents to Box Box Properties Set Box Document Properties Immediately Enter Box Properties while scanning instead of adding them later Either enter new values or use default values Supported Box properties Folder name, Document name, Description, Comment, One or more descriptive tags Action to take when document already exists How to share the document One or more email addresses to send sharing notifications to Text of the notification email, Access password

Scan, Import, and Automatically file documents to Box Automate with ccScan Advanced Separate a stack of multi-page documents automatically with barcodes Automatically name documents, automatically select/create folders, and automatically enter data in document properties with values Extracted from one or more barcodes Obtained with text pattern searches in text retrieved with OCR Computed from running counters Barcode values, text search results, and counters are made available in “macros” which can be combined with static text to form complex expressions Use multiple barcodes and text pattern searches in combination with “conditional macros” to test for different document types and apply rule-based processing Automation works equally well with scanned paper documents and imported PDFs

Scan, Import, and Automatically file documents to Box Additional Features Bulk import capability to upload large amounts of files at once Pre-configured set of import and scanning jobs can be customized Create new jobs and/or modify existing jobs Select the properties the operator should enter and the default values Use optional Index/QA step As “error queue” to manually forward documents not processed by automation To review scan results, insert and delete pages To enter values into document properties To redact and annotate documents before storing them Share a high-throughput scanner in "kiosk" environment with automatic logout Daily audit log in script-language friendly format

Scan, Import, and Automatically file documents to Box Next Step To learn more about ccScan for Box or download a free trial please visit http://www.capturecomponents.com/products/ccScanForBox.html or email Capture Components LLC at sales@capturecomponents.com