Enhancing Document Transfers from Desktop to SharePoint

Streamlining Document Management with DeskConnect’s SharePoint Workflow Automation

In the digital landscape of 2025, efficient document management is critical for businesses aiming to optimize operations and stay competitive. Transferring documents to Microsoft SharePoint, a leading platform for document storage and collaboration, can be complex without the right tools. FabSoft’s DeskConnect Desktop Automation Driver offers a powerful solution, automating the process of importing documents into SharePoint with precision and ease. This comprehensive guide provides a step-by-step exploration of how DeskConnect’s workflow automation streamlines document transfers, supports both automatic and manual submission methods, and handles diverse document types, transforming daily document management into a seamless, efficient process.

Establishing a Workflow for Automatic Submission

At the core of DeskConnect’s capabilities is its Desktop Automation Driver, a robust tool designed to dispatch documents to various output locations, including SharePoint, with minimal effort. This automation eliminates manual file transfers, reducing errors and saving time. For businesses managing high volumes of documents, such as invoices, contracts, or forms, DeskConnect simplifies the process by enabling automatic submission to a designated SharePoint library.

The process begins by submitting a document to the Desktop Automation Driver. If no workflow exists, a workflow creation menu is triggered, allowing users to select the SharePoint Document Library Automatic Submission workflow type. This method populates the SharePoint library with the document and its associated metadata, such as invoice numbers or client details, stored as SharePoint indexes. For example, a financial institution can process vendor invoices, automatically uploading them to a SharePoint library with indexed data for easy retrieval, enhancing organization and accessibility.

Automatic submission streamlines workflows by eliminating repetitive tasks, ensuring documents are consistently stored in the correct location. This is particularly valuable for industries like healthcare or finance, where timely access to organized documents is critical for compliance and decision-making. By automating the transfer process, DeskConnect enhances productivity and reduces the risk of misplaced files.

Configuring Your SharePoint Workflow: A Tutorial

Once the workflow type is selected, DeskConnect’s configuration menu allows users to define the target SharePoint library and, optionally, a specific subfolder. For instance, a business processing invoices can direct them to an “Invoices” subfolder within the SharePoint library, ensuring organized storage. Users can also customize file names using document-specific data, such as an invoice number or client ID, extracted automatically by DeskConnect’s AI-driven capabilities.

This customization enhances SharePoint’s organization, making it easier to search and retrieve documents. For example, a real estate firm can configure DeskConnect to name uploaded lease agreements based on property IDs, streamlining access for property managers. The flexibility to browse and select subfolders ensures that documents are stored precisely where needed, supporting efficient workflows and seamless integration with existing SharePoint structures.

Manual Submission for Flexible Document Routing

In addition to automatic submission, DeskConnect supports a Manual Submission Workflow, offering users the flexibility to designate different SharePoint libraries or subfolders for each document. This is ideal for scenarios where documents with similar formats need to be routed to distinct locations based on specific criteria. For example, a logistics company managing purchase orders can use DeskConnect to route documents to separate folders for “ABC Company” or “XYZ Company” based on the vendor name identified in the document.

During manual submission, DeskConnect’s document preview feature allows users to zoom in and verify details, ensuring accurate routing. For instance, if a purchase order lists “ABC Company” as the vendor, the user can select the corresponding SharePoint folder, ensuring precision in document placement. This flexibility makes DeskConnect a versatile tool for businesses with diverse document management needs, enabling customized workflows without sacrificing efficiency.

Managing Multiple Document Types

DeskConnect excels at handling files containing multiple document types, such as a single PDF with a packing slip, invoices, a purchase order, and a patient registration form. Through its advanced workflow automation, DeskConnect can split and process each page independently, applying the appropriate workflow for each document type. Users can configure a browser menu entry and enable the “inspect every page of the document” option, allowing DeskConnect to identify and route each page to the correct SharePoint library or subfolder.

For example, a healthcare provider can process a multi-page PDF containing a patient registration form and medical invoices, with DeskConnect automatically separating and uploading each document type to the appropriate SharePoint folder. This capability simplifies complex workflows, ensuring that diverse documents are organized efficiently without manual intervention. By accommodating multiple document types, DeskConnect supports industries with varied documentation needs, from logistics to healthcare.

Additional Benefits of DeskConnect’s Workflow Automation

DeskConnect’s SharePoint workflow automation offers a range of additional advantages that enhance its value for businesses:

• Increased Productivity: Automation eliminates manual file transfers, freeing employees to focus on strategic tasks like client engagement or analysis.
• Improved Accuracy: AI-driven data extraction and validation ensure precise document indexing, reducing errors and enhancing data reliability.
• Cost Savings: Reduced labor and error-related costs deliver a strong return on investment, making DeskConnect cost-effective for businesses of all sizes.
• Scalability: DeskConnect handles growing document volumes, supporting small businesses and large enterprises alike.
• Enhanced Collaboration: Centralized storage in SharePoint enables real-time access and collaboration, improving team efficiency.

These benefits make DeskConnect a transformative solution for businesses seeking to optimize document management and leverage SharePoint’s full potential.

Why Workflow Automation Matters in 2025

In 2025, businesses face increasing pressure to streamline operations and enhance efficiency to remain competitive. Manual document transfers are time-consuming, error-prone, and unscalable, making workflow automation essential for modern document management. DeskConnect’s AI-driven capabilities, including Optical Character Recognition (OCR) and intelligent document capture, ensure that documents are processed quickly and accurately, supporting compliance, collaboration, and decision-making. By integrating with SharePoint, DeskConnect transforms document workflows into a seamless, automated process, positioning businesses for success in a digital-first world.

Conclusion

FabSoft’s DeskConnect Desktop Automation Driver revolutionizes document management by streamlining the import of documents to SharePoint. Whether through automatic or manual submission workflows, DeskConnect offers unmatched efficiency, accuracy, and flexibility, handling diverse document types with ease. By eliminating manual tasks and enhancing SharePoint integration, DeskConnect empowers businesses to optimize their document workflows and drive productivity. Step into the future of document management and contact FabSoft today to explore how DeskConnect can transform your SharePoint operations in 2025.