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Print directly to SharePoint and control location file names and columns values. Using robot process Automation RPA this print driver will intelligently classify and extract important document information.

Using Robotic Process Automation (RPA) to Print from a Microsoft Office Application Directly to SharePoint

As a user, I want to print an invoice from my LOB application to SharePoint with a standardized file name, folder location, and column values. In the video example above I will use MS Word to demonstrate a user printing an invoice form out of MS Word using FabSoft’s Desktop Automation Driver.  Using Robotic Process Automation (RPA), this print driver intelligently classified and extracted important document information.  The Desktop Automation Driver placed the extracted data in the defined columns and posted the document to SharePoint as a PDF image.

Today, it is typically a five-step process for a user to submit documents to SharePoint from a Windows application.  First, the user has to print to the Windows PDF printer, then name and save the file to a folder, find the file, drag the document into the SharePoint, and then manually enter the document information.  This process takes too many steps and if there is a typo or the user alters their naming convention, the document may be lost forever.

Microsoft SharePoint has many different ways to receive documents automatically.  All the Microsoft Office products have direct connectors that will allow users to easily place documents in SharePoint.  However, for a repetitive document where the information changes and the format stays the same, it still leaves the user to manually enter the important reference data after submission.  In Microsoft Word, a user can easily place a document into SharePoint, but they cannot add the column information to make the document unique.  With the Desktop Automation Driver a user can train the document in less than 5-minutes so that in two steps (Ctrl-P and then the print button), the document is placed automatically in the SharePoint folder with all the important information on the document used for filling in the column names.

This product streamlines the process by classifying the document, which allows every user to be more efficient.  The document will be placed in SharePoint the same way every time, making document search and retrieval easy and effective.

Windows applications will print a document in two different print formats: vector and rasterized.  A vector format is the best because the text is still text and the rest of the document is still in mathematical representation.  A rasterized format is a representative of dots of colors, basically a photograph.  A more detailed explanation can be found here.  This product will automatically adapt to either format.

Microsoft SharePoint has become very popular because of its flexibility and usability, and has become particularly helpful in the new WFH (work from home) situation.  Microsoft SharePoint can be purchased at Click Here.  Once documents are placed in SharePoint there are many tools and other vendor applications that can intelligently add value to your data and document management processes.  Microsoft Power Apps is just one of many tools that can be used for RPA (robotic process automation).

This product is a low-cost, high impact solution that will quickly generate improvements in quality, efficiency, and cost savings.

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