Search Scan-to-Folder find delivery notes and reports in the scan folder.

Your device keeps saving to the same place as today, and a sync mirrors the scan folder to your own instance, encrypted, read-only and over outbound connections only. There, the scans go through text recognition (OCR); the suggested document type is confirmed by someone during the first run, because it decides who can see the document. Before we start, we check with you how your device and storage location can be connected – that depends on the device, the storage location and its settings. Until the connection is in place, you can upload individual scans, whole folders and photos.

Once set up, synchronisation runs automatically: new and changed documents from Scan-to-Folder are added without anyone having to upload anything.

Set-upWe estimate the effort once we know where and how your device saves, and agree it with you before anything is set up. The set-up is charged on a time-and-materials basis, agreed in advance. As a rule, nothing needs changing on the multifunction device itself.

This connection is set up for you rather than switched on in one click. Every source has its own logins, permissions and folder structure – so before we start, we check with you whether and how it can be connected at your company. Set-up and maintenance are charged on a time-and-materials basis, agreed in advance; the amount depends on the source.

You can also upload files, whole folders, emails, photos and voice notes at any time. In the demo you see the answers using sample documents from your industry; you check them against your own documents in the first weeks after go-live.

Before we start, we look at how your device saves and whether it can set file names, subfolders or separator sheets itself – that depends on the model, firmware and enabled features. Scans go through text recognition (OCR); how well that works on faded copies or handwriting, such as a margin note on a daywork sheet, only becomes clear with your files. A stack fed through in one go starts out as a single file; whether it can be split into individual delivery notes depends on something to split by – a separator sheet, a barcode, a recurring header – and setting that up takes effort. Device file names usually say little about the content; the search is based on what is on the page, and if the order number isn’t there, someone has to add it. We also check whether a new device might reset the sequential numbering, so that one scan doesn’t overwrite another.