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ABBYY FlexiCapture can export documents to a Microsoft SharePoint document library. The result is a library of your document images, with extra columns holding the values of selected fields. These values can be used for searches and document indexing.

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Prerequisites

  • Supported versions: Microsoft SharePoint 2013, 2016, 2019, and 365.
  • Contributor permissions are enough to change export settings and export documents.
  • Data can be exported to these SharePoint column types: Single line of text, Multiple lines of text, Number, Currency, DateTime, Managed Metadata, ForLookup, and Yes/No. For more information, see Convert data when exporting to Microsoft SharePoint 2013.
  • The Enable Kernel-mode authentication option must be selected for the SharePoint site in the Internet Information Services (IIS) settings. Otherwise, export fails with the error Cannot connect to SharePoint server: Unauthorized access to SharePoint server.

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Configure export to SharePoint

1

Open Export Settings

In the Document Definition editor, select Document Definition → Export Settings.
2

Add a SharePoint export profile

Click Add, and select Export to SharePoint in the Type field.
3

Set the export scope

Specify whether export is obligatory, and which documents to export (with errors, without errors, or both). To trigger export on field values, select Field condition and click Options.
4

Connect to SharePoint

Click Connect, and in the dialog box specify:
  • Server URL: the address of the server that hosts your SharePoint libraries. The connection status appears under the server address; if it is disconnected, click Connect to reconnect.
  • Optionally, click Connection Settings to set authentication and proxy parameters (Windows authentication is used by default).
To connect to Microsoft SharePoint 365, select an authentication method:
  • SharePoint Online: enter the SharePoint user name and password.
  • SharePoint Online OAuth: click Use OAuth Login. In the OAuth 2.0 Authorization Wizard, click the link to log in to your Microsoft account (the browser window closes automatically after login), and then return to the wizard and click Finish. For more information, see OAuth 2.0 authentication.
5

Select the library and content type

  • Select a library from the Select SharePoint library list.
  • Click Browse and locate the folder in the library.
  • In the Content type field, select the content type of your documents (supported from Microsoft SharePoint 2007). The content type determines which SharePoint fields are available for mapping.
  • Select a file adding mode from the list.
6

Map the fields

Click Field Mapping and, in the Field Mapping dialog box, match the Document Definition fields (on the left) to the SharePoint document columns. For each field except groups and tables, you can select an empty SharePoint column.
7

Set the image options

  1. Set the image saving options. If exporting to files, specify the destination folder (created automatically if it does not exist) and click Edit to set a file name template. Specify any fields to conceal. Click Next.
  2. Select the image format, quality, and color. To change the resolution, select Change resolution to and choose a value. For PDF or PDF/A, you can create searchable PDF files. Click Next.
8

Finish

Enter an export profile name and click Finish. Documents are exported to SharePoint with the Checked In status, each with a column holding the values from the specified fields.
The path to a file (including the file name) cannot exceed the maximum path length of the operating system (260 characters on Windows). Avoid these characters in file names: ~, #, %, &, {, }.

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Convert data when exporting to Microsoft SharePoint 2013

You can convert data to one of these formats when exporting to Microsoft SharePoint 2013:
  • Single line of text
  • Multiple lines of text
  • Number
  • Currency
  • DateTime
  • Yes/No
You can also convert a cell’s data type to a compatible format. For example, you can convert dates to DateTime or Text, and checkmarks to Yes/No or Text. Exported but unsupported data types are grayed out.