Intelligent Document and Data Capture directly into Microsoft SharePoint

Ellby is able to facilitate 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, an Ellby Solution 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 the solution.

Secure Authentication

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

Scanning & Importing Documents to SharePoint

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

Easy PDF Creation & Data Extraction

An Ellby Solution allows you to standardise naming structures and document and folder-naming schemes for optimal organisation. You can also determine folder design fully within the solution, using either pre-existing folders or creating new ones. Automatically publish captured documents into the appropriate SharePoint Site, Library and Folder with our Migration configuration.

What can Ellby Solutions do with SharePoint?

  • Import SharePoint Document Library configuration to pre-configure the solution

  • 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

Read the White Paper > Leverage SharePoint with Ellby

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 integration.

Have more questions about integrating capture with SharePoint? Get in touch with Ellby today!

For more information about other migration options that are available within Ellby capture solutions please see the integration and migration options datasheet below:

Read the Datasheet > Integration and migration options

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