HP SharePoint Online User Manual
HP Workpath - HP for SharePoint Online User
Guide
SUMMARY
Public
Copyright and License
© Copyright 2020 HP Development Company,
L.P.
Reproduction, adaptation, or translation without
prior written permission is prohibited, except as
allowed under the copyright laws.
The information contained herein is subject to
change without notice.
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services are set forth in the express warranty
statements accompanying such products and
services. Nothing herein should be construed as
constituting an additional warranty. HP shall not
be liable for technical or editorial errors or
omissions contained herein.
Edition 3.0, 05/2020
1 Introduction
Use this document to learn how to install, use, and manage the HP for SharePoint Online app.
HP printers can now access documents stored in the cloud directly from the printer control panel using HP
Workpath Apps such as the HP for SharePoint Online.
NOTE: This document assumes that the HP for SharePoint Online app is already installed. HP Workpath Apps
are available from the HP Command Center using a web browser. For instructions, refer to the Deployment Guide
using HP Command Center.
Description
The HP for SharePoint Online app can be used to scan to and print from a SharePoint Online cloud account (Clio
document management system) using the printer control panel.
By providing a direct connection between the HP printer and the SharePoint Online account, the HP for
SharePoint Online app optimizes workows and worker eciency with the following key features:
● Scan directly to SharePoint Online and print or email directly from SharePoint Online in one integrated step
● Manage documents and apply document metadata directly from the control panel of any enabled HP
● Quickly locate stored documents using enhanced search and lter capabilities.
● Eliminate additional time-consuming sign on requirements and the extra step of downloading documents
Features
Learn about the features of the HP for SharePoint Online app.
The HP for SharePoint Online app includes the following features:
● Sends a notication email
● Supports Cloud SIO authentication
● File names are automatically date/time stamped
using the printer control panel.
printer.
to a computer with integrated document access and account sign-in steps.
● Searchable documents including MTIFF, TIFF, and XPS formats
● Supported le resolutions for SharePoint Online: 75 to 600 DPI
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● File quality adjustment options for SharePoint Online: Low, Medium, or High
● Supported Scan to documents for SharePoint Online: JPEG, PDF, PDF/A, MTIFF, TIFF, OCR and XPS formats
● Searchable OCR documents including CSV (OCR), HTML (OCR), PDF(OCR), PDF/A(OCR), RTF (OCR), Text (OCR),
and Unicode Text (OCR) formats on supported HP printers.
App requirements
Learn about requirements for the HP for SharePoint Online app.
Before you can use HP for SharePoint Online, the following requirements must be met:
● An active SharePoint Online account
● A compatible HP printer with a DIMM accessory installed (A4 printers only)
● HP Command Center (HPCC) set up and congured
● The HP Workpath App(s) enabled and congured in HPCC
● The HP printer(s) registered with HPCC
● The printer set up and the HP Workpath Link platform enabled in HPCC
● The HP for SharePoint Online app is already installed
● The app Client ID's already whitelisted
● An optional registered swipe card connected (HP Universal USB proximity Card reader (X3DO3A) or HP HIP
Key Stroke Reader (Y7C05A) with a pass-code congured, OR account credentials set up for the device,
and/or cloud Sign In Once (SIO) login set up (for apps with SIO enabled and congured).
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2 Use the HP for SharePoint Online app
Learn how to use the HP for SharePoint Online app.
Use the information in this chapter to scan to and print from your SharePoint Online account directly from the
printer control panel using the HP for SharePoint Online app.
Sign in to the printer
Learn how to sign in to the printer.
To use the HP for SharePoint Online app as an administrator to enable features such as the Administrator Opt-in
(EULA) or store credentials using Sign in Once (SIO), you will be required to sign in to the printer using the device
administrator or authentication agent credentials. To do this, follow these steps:
1. On the printer control panel, select Sign In.
2. Log in using environment-specic credentials.
● If SIO is not enabled, log in as a device administrator using the device or EWS password.
● If SIO is enabled, log in using an authentication agent, and then type the HP ID and password (rst
sign-in only) and create a six-digit PIN. Future sign-in will require only the authentication agent and
the six-digit PIN.
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NOTE: If you’re company is using a badge reader, you’ll need to swipe an identity badge and create
a six-digit pin to sign-in. If Sign In Once (SIO) is enabled on the printer and this is the rst time logging
in, you will need to set up the cloud account using the authentication agent credentials congured on
the printer. For instructions, go to support document Set up cloud Sign in Once (SIO) and see section
Link account and store credentials to the HP Cloud SIO vault.
Open the application
Steps to take when rst opening the app.
To open the HP for SharePoint Online app at the printer control panel, users must view and agree to the Terms
of Use and Privacy Policy the rst time they log in. To do this, follow these steps:
NOTE: If the EULA admin option is enabled, the user will only need to perform these steps the rst time they
open the app.
1. On the printer control panel, select the HP for SharePoint Online tile.
NOTE: You might need to scroll from side-to-side to see this tile.
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2. Select View to read the HP App End User License Agreement and HP Privacy Policy.
3. For each agreement, read and then select Done to return to the Terms of Use and Privacy Policy screen.
4. Select the check box to verify that you have read and agree to the information, and select Continue.
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5. When notied that you are now leaving an HP-controlled environment and engaging with a third-party,
select Done to continue.
You will be redirected to the account log-in page.
Log in to the SharePoint Online account
Learn how to log into the SharePoint Online account from the printer control panel.
To use the HP for SharePoint Online app, sign-in to the SharePoint Online account from the printer control panel.
To do this, follow these steps:
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NOTE: If Sign In Once (SIO) is enabled, this step will only need to be performed one time. If the user signs out of
the app, the user will need to log in again using the steps below.
1. Type the email address and select Next.
2. Type the SharePoint Online account password and select Sign in.
3. Review the tutorial.
NOTE: You can return to this tutorial at any time. For instructions, see the section Open the App Guide
tutorial.
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4. Select Close to return to the HP for SharePoint Online app.
NOTE: Select Do Not show Again to bypass this screen next time.
You are now logged into the account from the printer.
Scan a document to the SharePoint Online account
Learn how to scan a document to the SharePoint Online account.
One of the primary features of the HP for SharePoint Online app is the ability to scan documents directly to your
SharePoint Online account. To do this, follow these steps:
1. Open the HP for SharePoint Online app from the printer control panel.
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2. Sign in to the SharePoint Online account from the printer control panel.
3. From the HP for SharePoint Online home screen, select Scan or the Scan icon.
NOTE: If you wish to scan directly into an existing folder, you must rst open that folder by selecting the
folder name in the list.
4. On the scan preview screen, type a name for the scan you want to create.
5. If you plan to email the scan, select the Send to Email check box and then type the email address in the To
eld.
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