ScanSnap can link to Evernote, Google Docs™, Salesforce Chatter, SugarSync, and Dropbox with the software below. Apply the latest update if the version of ScanSnap Manager or ScanSnap Organizer in your computer is not latest.
- ScanSnap Manager
- ScanSnap Manager for Mac
- ScanSnap Organizer
ScanSnap can link to Salesforce CRM with the software below. Apply the latest update if the version of CardMinder in your computer is not latest.
- CardMinder
Linking to each Cloud service requires the following preparation in advance.
Linking with Evernote
Installation of Evernote for Windows or Evernote for Mac is required. You must configure your Evernote account after the program is installed.
The cloud linking function can be accessed from the Quick Menu, the Left-click Menu (for Windows®) / Profile Menu (for Mac) or Actions of ScanSnap Organizer.
For printed documents, select "Scan to Evernote (Document)".
For hand-written documents, select "Scan to Evernote (Note)".
[Reference: Quick Menu (Windows®)]
For more details about the linking with Evernote, refer to ScanSnap Manager Help or ScanSnap Organizer Help.
Linking with Google Docs™
You must create a Google account (registration is free) from the website of Google Inc.
The cloud linking function can be accessed from the Quick Menu, the Left-click Menu (for Windows®) / Profile Menu (for Mac) or Actions of ScanSnap Organizer.
Select the "Scan to Google Docs(TM)".
[Reference: Quick Menu (Windows®)]
For more details about the linking with Google Docs™, refer to ScanSnap Manager Help or ScanSnap Organizer Help.
Linking with Salesforce CRM
In order to use the cloud linking function with Salesforce CRM, Enterprise Edition or a higher license agreement is additionally required.
The cloud linking function is accessed from the CardMinder menu (for Windows®). Select the "Salesforce" in the ribbon menu.
[Reference: CardMinder (Windows®)]
For more details about the linking with Salesforce CRM, refer to CardMinder Help.
Linking with Salesforce Chatter
In order to use the cloud linking function with Salesforce Chatter, Enterprise Edition or a higher license agreement is additionally required.
The cloud linking function can be accessed from the Quick Menu, the Left-click Menu (for Windows®) / Profile Menu (for Mac) or Actions of ScanSnap Organizer.
Select the "Scan to Salesforce Chatter".
[Reference: Quick Menu (Windows®)]
For more details about the linking with Salesforce Chatter, refer to ScanSnap Manager Help or ScanSnap Organizer Help.
Linking with SugarSync
Installation of SugarSync Manager for Windows® or SugarSync Manager for Mac is required. You must configure your SugarSync account after the program is installed.
The cloud linking function can be accessed from the Quick Menu, the Left-click Menu (for Windows®) / Profile Menu (for Mac) or Actions of ScanSnap Organizer.
Select the "Scan to SugarSync".
[Reference: Quick Menu (Windows®)]
For more details about the linking with SugarSync, refer to ScanSnap Manager Help or ScanSnap Organizer Help.
Linking with Dropbox
Installation of Dropbox for Windows® or Dropbox for Mac is required. You must configure your Dropbox account after the program is installed.
The cloud linking function can be accessed from the Quick Menu, the Left-click Menu (for Windows®) / Profile Menu (for Mac) or Actions of ScanSnap Organizer.
Select the "Scan to Dropbox".
[Reference: Quick Menu (Windows®)]
For more details about the linking with Dropbox, refer to ScanSnap Manager Help or ScanSnap Organizer Help.