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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




Visit the ccScan Website    Scan, Import, and Automatically File documents to the Cloud      1
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




Visit the ccScan Website    Scan, Import, and Automatically File documents to the Cloud       2
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




Visit the ccScan Website     Scan, Import, and Automatically File documents to the Cloud       3
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




Visit the ccScan Website    Scan, Import, and Automatically File documents to the Cloud   4
SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO BOX
ccScan Screenshot




Visit the ccScan Website   Scan, Import, and Automatically File documents to the Cloud   5
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!




Visit the ccScan Website     Scan, Import, and Automatically File documents to the Cloud   6
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




Visit the ccScan Website     Scan, Import, and Automatically File documents to the Cloud   7
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




Visit the ccScan Website    Scan, Import, and Automatically File documents to the Cloud        8
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




Visit the ccScan Website     Scan, Import, and Automatically File documents to the Cloud   9
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




Visit the ccScan Website     Scan, Import, and Automatically File documents to the Cloud   10

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Scan, Import, and Automatically File documents to Box with ccScan

  • 1. 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 Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 1
  • 2. 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 Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 2
  • 3. 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 Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 3
  • 4. 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 Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 4
  • 5. SCAN, IMPORT, AND AUTOMATICALLY FILE DOCUMENTS TO BOX ccScan Screenshot Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 5
  • 6. 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! Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 6
  • 7. 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 Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 7
  • 8. 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 Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 8
  • 9. 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 Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 9
  • 10. 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 Visit the ccScan Website Scan, Import, and Automatically File documents to the Cloud 10