eCopy ShareScan NetDocuments Connector

New

Adds a new destination.

Edit

Edits an existing destination.

Copy

Copies the selected destination.

Remove

Removes the selected destination.

Move up

Moves the selected destination up in the list.

Move down

Moves the selected destination down in the list.

Expression

Displays the Expression dialog.

Name

Specify a name for your destination in this field.

Web Service

Select the Net Documents service URL from the list of available and accessible repositories.

Authentication method

Select the authentication method.

Username

Specify an user name in this field. If you modify it, configuration options on the Navigation and Attributes tabs are disabled until you execute a successful connection test.

If you select One-time passcode as Authentication method, Username must be specfied in the User Principal Name (UPN) format.

Password (available only for Password Authentication method)

Specify the password in this field.

Domain (available only for Password Authentication method)

Select a domain from this list or type in a new one manually.

One-time passcode (available only for One-time passcode Authentication method)

Specify a valid one-time passcode, which was generated by Token Vault or an authenticator app set up on the Token Vault UI, in this field.

Login mode

Select the mode of authentication:

• In Login As mode, the authentication screen is not shown and the credentials that are provided are used for login.
• In RunTime mode, the device displays the authentication screen.

Authorize

Click this button to open the Token Vault web application in a browser. This page lets users authenticate themselves using their domain accounts and authorize their NetDocuments accounts.

Test

Click this button to

• validate the entered user credentials
• verify if the NetDocuments account is authorized, and
• check the availability of the NetDocuments web service.

Behavior

Select the behavior that you want to use from the following options:

• Specify:Scanned documents will be saved in the specified cabinet, folder or workspace selected under the Location field.
• Search and browse:Users can browse folders or workspaces under the selected Location where the scanned documents will be uploaded.
• Auto select using workspace attributes: Workspace is selected automatically based on attributes connected to the workspace at NetDocuments, retrieved from Data Publishing Keys under the selected Cabinet. When a workspace is identified, in the actual navigation step either the connector tries to find a folder with a configured name, or a folder with the name published via the NETDOCUMENTSFOLDER Data Publishing key. This folder name source can be configured on the Specify folder dialog. To display this dialog go to the Navigation tab then click the ellipsis button next to folder name input field. If Use Data Publishing value option is selected on this dialog, then the folder name will be retrieved from the NETDOCUMENTSFOLDER DP Data Publishing key mentioned above.If Specify the folder name option is selected on this dialog, the connector tries to find a folder with the name specified in the input field under this option. If such folder does not exist under the identified workspace the connector creates one if the Create folder option is selected.
• Auto select using document cover sheet: The scanned pages will be uploaded to the document identified by the document ID retrieved from Data Publishing. In this case the first scanned page as a cover sheet printed from NetDocuments should contain a barcode that defines an existing document ID.

Provide a storage confirmation screen

Enables or disables displaying confirmation screen with the NetDocuments ID(s) of the successfully stored document(s). The confirmation screen will be displayed only Background processing setting is disabled.

Behavior

Select the behavior that you want to use from the following options:

• Specify: Attributes are displayed on the device as they are specified in the data grid.
• Inherit from parent folder or workspace: Only in case a folder or a workspace was selected as Location in Navigation tab. The document attributes will be the attributes of the parent folder or workspace.

Attributes data grid

Key icon: Data publishing keys can be enabled for each attribute by clicking the key icon next to the attribute name. In that case the attribute values can be received from Data Publishing. Attribute name: name of the attribute Type: type of the attribute Required: Specifies if the attribute must have a value Show: If checked, the attribute will be shown on the client attributes form Modify: If checked, the user can modify the attribute value on the client attributes form. Default value: Default value can be entered for the attribute. Users can modify it on the client attributes form if the Modify flag is set. “Today” can be entered in case of date attributes. In that case the attribute always picks up the current date at runtime.

Search While Typing

Enable or disable the type-ahead feature when you start entering an attribute value on the client attributes form. Two search options can be selected for type-ahead from the list: Contains and Starts with.