Capture to SharePoint – UpFlow Solutions Limited

PSIcapture to Microsoft SharePoint

PSIcapture provides a direct integration with SharePoint, which allows users to capture documents, extract data and route indexed documents directly into the appropriate SharePoint Libraries and Folders.

By connecting with your SharePoint site, PSIcapture is able to look up existing data from your site to populate index fields. That indexed data can be mapped to a SharePoint site’s Managed Metadata, Libraries and Content Types, so that when documents are routed to the SharePoint site, the indexed data will be attached to the appropriate fields designated in SharePoint. Users can also create a file-naming scheme and pre-configured folder structures directly from PSIcapture.

Datasheet – PSIcapture SharePoint Migrations

Case Study – Microsoft Legal Department uses PSIcapture

Secure Authentication

To ensure proper authentication, PSIcapture offers several options, including ADFS, NTLM web services and Forms-Based Authentication. PSIcapture also has a Mixed Mode authentication option, which allows for multiple ways of connecting.

Scanning & Importing Documents to SharePoint

PSIcapture allows users to scan documents from any network scanning device, dedicated scanner or MFP. PSIcapture can also connect to fax servers, network folders and SharePoint WebDAV folders for easy document import.

Easy PDF Creation & Data Extraction

PSIcapture allows you to standardise naming structures and document and folder-naming schemes for optimal organisation in your SharePoint Site. You can also determine folder design within PSIcapture, using either pre-existing folders or creating new ones directly from PSIcapture. Automatically publish captured documents into the appropriate SharePoint Site, Library and Folder with PSIcapture’s Migration configuration.

What can PSIGEN do with SharePoint?

Import SharePoint Document Library configuration to pre-configure PSIcapture
Select SharePoint Site based on metadata (multi-Site in One Batch)
Publish documents and metadata to Document Libraries
Populate Term Stores to support Managed Metadata
Create Document Libraries on the fly – named by metadata
Create Folder Structure – named by Metadata (unlimited levels)
Use SharePoint as a provider lookup

White Paper – Leverage SharePoint with PSIcapture

Although SharePoint is an extremely useful business tool, many organisations simply aren’t using it to their full advantage. This White Paper shows you how to make the most of your SharePoint PSIcapture integration. SharePoint White Paper

Have more questions about integrating PSIcapture with SharePoint? Get in touch with UpFlow today for more information, or for more information about other migration options that are available within PSIcapture please see the PSIcapture integration and migration options datasheet below:

Datasheet – PSIcapture integration and migration options

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