Send to SharePoint form

Use a Send to SharePoint form when you need to send documents to a SharePoint 2007 or SharePoint 2010 server.

Use a Send to SharePoint form to allow the user to browse document libraries, folders and list values at the device. A Send to SharePoint form is commonly used in conjunction with the Send to SharePoint 2007/2010 eConnector and route components.

Add forms on the Groups tab of the Xerox EIP Connect configuration dialog box. To add a Send to SharePoint form, click any group or menu, then click Add Form > Send to SharePoint Form on the menu bar to open the Send to SharePoint Form Settings dialog box. In this dialog box, configure settings on the General, Fields, Components, and SharePoint Document Library Settings tabs.

Note: This form type requires that SharePoint 2007 or SharePoint 2010 be installed on the AutoStore server.

SharePoint Document Library Settings tab

This topic describes options on the SharePoint Document Library Settings tab. Refer to the Basic Form Options to configure settings on the General, Fields, and Components tabs.

Option Description
Server Version Refers to the SharePoint version. Options are:
  • SharePoint 2007
  • SharePoint 2010 - AutoStore Add-on Services
  • SharePoint 2010 - Native Services
  • SharePoint Office 365 Services
Server Address Enter the URL of the SharePoint Server that will store the documents. The URL can contain "http://" or "https://" followed by the server name or IP address. For example, "http://sp2007" or "https://127.0.0.1".

If you enter only the server address, for example, sp2007, the component will insert "http://" before the server address.

User Name Enter the domain and user name that will be used to log on to the SharePoint Server in the format domain \ username . You only need to enter the user name if you are using a local user account.
User Password Enter the password for the specified user name.
Use authenticated user credentials for browsing Select this check box to use user logon credentials from the device to log on to the SharePoint server if authentication has been enabled.
Prompt for document name Select this check box to allow the user at the device console to provide a document name that can be used in the file renaming schema of the SharePoint 2007 or SharePoint 2010 component.
Site Enter the name of the SharePoint site where the documents will be stored. You can type the name of the SharePoint site or select a site from the drop-down box. You can specify a sub-site using the following format: parent-site/sub-site.

To allow the user to change the SharePoint site at run time, select the Allow user to change Site check box.

Document Library Enter the name of the document library where the documents will be sent. You can type the document library or select a library from the drop-down list.

To allow the user to change the document library at run time, select the Allow user to change Document Library check box.

Default Folder Enter the name of the default folder where the routed files will be stored. You can type the location of the default folder or click the browse button (...) to locate a folder.

To allow the user to change the folder at run time, select the Allow user to change Folder check box.

Content Type Enter the name of the default content type to associate to the document. Either type a content type or select a content type from the drop-down list.

To allow the user to change the content type at the device panel, select the Allow user to change Content Type check box. This check box is always selected when Allow user to change Document Library is selected.

The user will only be able to select a Content Type at the device panel if there is more than one content type assigned to the selected document library, otherwise the content type is assigned automatically.