Managing a profile

1. From the Embedded Web Server, navigate to the configuration page for the application:

   Apps > Scan to SharePoint > Configure

2. Add a profile.

   Note: You can also edit or delete existing profiles.

3. Do any of the following:

   Note: For more information on each setting, see the mouse-over help.

   Customize the profile

   From the Home Screen section, specify the text and image that appear on your home screen.

   Configure an authentication

   • For information on configuring NTLM authentication, see Configuring NTLM authentication.

   • For information on configuring Kerberos authentication, see Configuring Kerberos authentication.

   • For information on configuring ADFS authentication, see Configuring ADFS authentication.

   Configure application settings

   1. From the SharePoint Settings section, type the SharePoint URL.

      Note: Exclude the default page of the site, document libraries, or folders when typing the URL. For example, to add http://SharePointURL/Docs/default.aspx, type only http://SharePointURL/Docs.

   2. In the Connect To menu, specify the SharePoint version.

      • If you are using a local server, then select SharePoint On-Premise. For a list of supported SharePoint servers, see the Deployment readiness checklist.

      • If you are using a cloud-based SharePoint solution, then select SharePoint Online.

   3. Type the URL scheme for My Site.

      Use %s for the SharePoint URL and %u for the user ID variable. For example, if the My Site URL is http://SharePointURL/personal/user1, where:

      • http://SharePointURL is the SharePoint URL

      • personal is the path name

      • user1 is the user ID

      then the scheme is %s/personal/%u.

      Note: If you are using SharePoint Online, then type the exact My Site URL. For example, https://company1-my.sharepoint.com/personal/user1_onmicrosoft_com. You cannot use the variable "%s" because the SharePoint URL is modified when used as a My Site URL. For example, if your SharePoint URL is https://company1.sharepoint.com, then it is modified to https://company1-my.sharepoint.com when used as a My Site URL.

   4. In the Filtered Locations field, type the names of the document libraries that you want to hide on the printer display, separated by commas.

      Note: The list of document libraries are shown on the left side of the printer display.

   5. In the Default Start Location field, type the name of the document library that you want to appear by default when you launch the application.

      Notes:

      • You can also use the sites listed on the left side of the printer display as the default start location.
      • The specified default start location must not be a filtered location.
      • If a subsite and a document library have the same name, then the application uses the subsite as the default start location.
      • Subsite names are case-sensitive. Make sure to type the subsite name with the correct capitalization. For example, if the subsite name is ABC, then type ABC in uppercase.

   6. If necessary, configure the time stamp settings.

   7. In the Personal Site Use menu, select how personal sites are used by the application.

      • Include Personal Sites—Users can access their personal site and the shared document libraries.

      • Only Allow Personal Sites—Users can see only their personal site.

      • Not Using Personal Sites—The My Site button is unavailable, and users can see only the shared document libraries.

   8. If you want users to type a check-in comment when uploading scanned documents, then select Require Check-in Comments.

   9. In the Prompt Users for Column Data menu, select the column that you want to prompt to the users.

   10. Enable printing and scanning.

   Configure scan settings

   From the Scan Settings section, configure the settings.

   Notes:

   • A printer hard disk is required to use the custom job and the scan preview features.
   • Select Enable Custom Job to prompt users to scan from the automatic document feeder (ADF) or on the scanner glass.
   • When scanning documents that contain more than one page, select either TIFF or PDF as the file format.

   Configure confirmation options

   From the Confirmation Page section, select how you want to confirm the job.

4. Click Apply.