The digital solutions experts at UpFlow make direct integration with SharePoint much easier to help improve the efficiency of your business. Capture documents, extract data, and route indexed documents directly into the appropriate SharePoint Libraries and Folders by letting our experts assist you in connecting our efficient solutions with your SharePoint site.

The benefits of our SharePoint integration

With the range of UpFlow solutions, it is easy to look up existing data from your site to populate index fields. Our experts can map that indexed data to a SharePoint site’s Managed Metadata, Libraries and Content Types.

This means documents can be routed to a SharePoint site, with the indexed data attached to the appropriate fields designated in SharePoint. Users can also create a file-naming scheme and pre-configured folder structures directly from our solutions.

Ensuring secure authentication with an UpFlow workflow

The primary benefits of SharePoint integration

SharePoint users can enjoy a range of efficiencies with UpFlow software integrations, including:

Scanning and importing documents

Scan documents from any network scanning device, dedicated scanner or MFP

Improved connections

Connect to email folders and SharePoint sites via WebDAV for easy document import

PDF creation and data extraction

Standardise naming structures or document and folder-naming schemes for optimal organisation in your SharePoint Site. You can also determine folder design, using either pre-existing folders or dynamically created ones

Automatic publishing

Captured documents can be automatically published into the appropriate SharePoint Site, Library and Folder with our migration configuration

These efficiencies are bolstered by the following additional features:

Has Covid-19 changed the way businesses manage data?

Steven, UpFlow’s CEO published an article on LinkedIn around how business data is now potentially more at risk since the rapid WFH deployment for so many organisations.

We would love to hear your thoughts!

PSIcapture – Foodfirst New Zealand case study

Foodfirst has over 4500 invoices per month coming into their business via email and hard copy. This required 4 full-time employees and 1 part-time to ensure all the data was entered into the Accredo accounting software in a timely fashion.

PSIcapture – Microsoft case study

Microsoft’s Legal and Corporate Affairs (LCA) division had a paper problem that needed a resolution. For example, the Legal Team was buried in paper records, and with strict requirements on their record-keeping process, paper was creating business bottlenecks due to the inefficiencies of physical records. The records facility was growing at a rate of 3,000 files per month, adding to the already 35,000 files in storage. Many of the files, up to two reams in length, were difficult to manage, and retrievals were creating an adverse impact on team efficiency.

Ready to get more out of SharePoint for your business?

SharePoint is an extremely useful business tool, but many organisations simply aren’t using it to their full advantage. The expert team at UpFlow are specialists in SharePoint integration and can ensure you are getting the most out of the platform. We’ve helped many businesses with this previously!

Speak to the team at UpFlow today and let us empower your business to harness the reach and potential of our digital solutions. Together, we will re-design your processes to unlock efficiencies and deliver business growth. Our range of technology solutions for digital transformation utilises the benefits of single-source software backed by our helpful supporting services. UpFlow ensure efficiency to help your business reach new levels of success. Let’s look at your processes today.

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