copilot-swe-agent[bot]
46b2f17acc
- Add MkDocs Material docs build stage to Dockerfile and Dockerfile.local - Mount pre-built docs as static files at /help/ in FastAPI (app/main.py) - Add app/views/help.py with /help → /help/ permanent redirect route - Register help router in app/views/__init__.py - Add Help nav link to base.html (public + app nav, desktop + mobile) - Create how-to guides: HP printer, ScanSnap, watched folder, email ingestion, mobile scanning - Update mkdocs.yml with How-To Guides section and Material theme palette - Add optional docs service (squidfunk/mkdocs-material) to docker-compose.yaml with docs profile - Add mkdocs-material to requirements-dev.txt - Add /docs_build to .gitignore - Add tests for help view (8 tests, 100% coverage on help.py) Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
193 lines
6.8 KiB
Markdown
193 lines
6.8 KiB
Markdown
# How to Set Up Fujitsu ScanSnap to Automatically Send Documents to DocuElevate
|
||
|
||
This guide walks you through configuring a Fujitsu ScanSnap scanner to automatically upload scanned documents to DocuElevate for AI-powered processing and storage.
|
||
|
||
---
|
||
|
||
## Supported ScanSnap Models
|
||
|
||
This guide applies to the following ScanSnap models:
|
||
|
||
- **iX1600 / iX1500 / iX1400** – Wi-Fi and USB, ScanSnap Home software
|
||
- **iX500 / iX100** – USB/Wi-Fi, ScanSnap Manager software
|
||
- **S1300i / S1100i** – USB, ScanSnap Manager software
|
||
|
||
> **Note:** ScanSnap Home (for newer models) and ScanSnap Manager (for older models) differ in their profile/job configuration interface. Both methods are covered below.
|
||
|
||
---
|
||
|
||
## Method 1: Scan to Folder → DocuElevate Watched Folder
|
||
|
||
This is the simplest method and works with all ScanSnap models.
|
||
|
||
### Step 1: Configure DocuElevate's Watched Folder
|
||
|
||
Add the following to your DocuElevate `.env` file and restart the service:
|
||
|
||
```env
|
||
WATCH_FOLDER_ENABLED=true
|
||
WATCH_FOLDER_PATH=/srv/scan-inbox
|
||
WATCH_FOLDER_INTERVAL=10
|
||
```
|
||
|
||
Create the directory and set permissions:
|
||
|
||
```bash
|
||
mkdir -p /srv/scan-inbox
|
||
chmod 777 /srv/scan-inbox
|
||
```
|
||
|
||
If running DocuElevate in Docker, mount this folder into the container in your `docker-compose.yaml`:
|
||
|
||
```yaml
|
||
services:
|
||
api:
|
||
volumes:
|
||
- /srv/scan-inbox:/srv/scan-inbox
|
||
worker:
|
||
volumes:
|
||
- /srv/scan-inbox:/srv/scan-inbox
|
||
```
|
||
|
||
### Step 2: Configure ScanSnap Home (iX1600/iX1500/iX1400)
|
||
|
||
1. Open **ScanSnap Home** on your computer.
|
||
2. Click **+** to create a new profile.
|
||
3. Select **Save to folder** as the action.
|
||
4. Configure the profile:
|
||
- **Folder:** `/srv/scan-inbox` (or a local folder that syncs to it)
|
||
- **File format:** PDF
|
||
- **Image quality:** Normal or Better
|
||
- **Color mode:** Auto
|
||
- **Scanning side:** Both sides (auto)
|
||
5. Enable **Convert to searchable PDF** if your ScanSnap and ScanSnap Home version support it.
|
||
6. Name the profile "DocuElevate" and save.
|
||
|
||
Now, pressing the scan button while this profile is active will send the scanned PDF directly to the watched folder.
|
||
|
||
### Step 3: Configure ScanSnap Manager (older models)
|
||
|
||
1. Right-click the ScanSnap Manager icon in the system tray.
|
||
2. Select **Scan Button Settings**.
|
||
3. Choose the **Save** tab.
|
||
4. Set **Image saving folder** to `/srv/scan-inbox` (or use a shared network path).
|
||
5. Under **File format**, select **PDF**.
|
||
6. Click **OK** to save.
|
||
|
||
---
|
||
|
||
## Method 2: Scan to Cloud Storage → DocuElevate Sync
|
||
|
||
If you already use Dropbox, Google Drive, or OneDrive with ScanSnap, you can leverage those integrations to feed documents into DocuElevate.
|
||
|
||
### Using Dropbox
|
||
|
||
1. In ScanSnap Home, create a profile with action **Save to Dropbox**.
|
||
2. Set the destination folder to `ScanSnap/` (or any folder).
|
||
3. In DocuElevate settings, configure Dropbox as your storage provider and point DocuElevate to monitor/pull from that folder.
|
||
4. DocuElevate will process new documents as they appear in Dropbox.
|
||
|
||
### Using Google Drive
|
||
|
||
1. Create a ScanSnap profile that saves to **Google Drive** under a dedicated folder (e.g., `ScanSnap/Inbox`).
|
||
2. Configure DocuElevate's Google Drive integration to use that folder as a source/destination.
|
||
|
||
---
|
||
|
||
## Method 3: Scan to Email → DocuElevate
|
||
|
||
ScanSnap can send scanned documents as email attachments. Pair this with the email-to-DocuElevate bridge described in the [HP Printer Guide](./HPPrinterSetup.md#option-a-scan-to-email--docuelevate-api-upload) for automatic ingestion.
|
||
|
||
1. In ScanSnap Home, create a profile with action **Send by E-mail**.
|
||
2. Configure the recipient address as your DocuElevate-monitored mailbox.
|
||
3. Set file format to **PDF**.
|
||
4. The email bridge script will pick up the attachment and upload it to DocuElevate.
|
||
|
||
---
|
||
|
||
## Method 4: ScanSnap Cloud (iX1600 / ScanSnap Home 3.x+)
|
||
|
||
The ScanSnap iX1600 supports **ScanSnap Cloud**, which can send directly to cloud services.
|
||
|
||
1. Open the **ScanSnap Home** app or use the printer's touchscreen.
|
||
2. Configure a **ScanSnap Cloud** profile that saves to **Google Drive** or **Dropbox**.
|
||
3. Point DocuElevate to monitor that cloud folder.
|
||
|
||
---
|
||
|
||
## Recommended Scan Settings
|
||
|
||
| Setting | Recommended Value |
|
||
|---------|------------------|
|
||
| File Format | PDF (Searchable PDF if available) |
|
||
| Image Quality | Normal (200 DPI) for text, Better (300 DPI) for photos |
|
||
| Color Mode | Auto (detects black/white vs color) |
|
||
| Scanning Side | Both Sides (Auto) |
|
||
| Compression | Medium |
|
||
| Rotate | Auto |
|
||
| Remove blank pages | Yes |
|
||
| Correct skewed scans | Yes |
|
||
|
||
---
|
||
|
||
## Automating with ScanSnap Home Profiles
|
||
|
||
You can create multiple profiles in ScanSnap Home for different document types:
|
||
|
||
| Profile | Settings | Notes |
|
||
|---------|----------|-------|
|
||
| **Documents** | B&W, 200 DPI, PDF | For invoices, letters, contracts |
|
||
| **Photos** | Color, 300 DPI, PDF | For photo documents |
|
||
| **Receipts** | B&W, 200 DPI, PDF, Remove blank pages | For expense reports |
|
||
| **Business Cards** | Color, 300 DPI, JPEG | May require separate OCR |
|
||
|
||
Each profile can be assigned to the scanner's shortcut button (on models with a touchscreen).
|
||
|
||
---
|
||
|
||
## Setting Up One-Button Scanning
|
||
|
||
On the **ScanSnap iX1600** with its touchscreen:
|
||
|
||
1. Tap the profile name (e.g., "DocuElevate") on the scanner's display.
|
||
2. The scanner will use that profile for the next scan.
|
||
3. Press the physical **Scan** button.
|
||
4. The document is scanned and automatically delivered to DocuElevate's watched folder.
|
||
|
||
On models without a touchscreen:
|
||
|
||
1. Set the "DocuElevate" profile as the **default profile** in ScanSnap Manager/Home.
|
||
2. Press the **Scan** button — the document goes directly to DocuElevate.
|
||
|
||
---
|
||
|
||
## Troubleshooting
|
||
|
||
**Files appear in the folder but DocuElevate doesn't process them?**
|
||
→ Check that `WATCH_FOLDER_ENABLED=true` in your `.env` and that the worker can read the folder:
|
||
```bash
|
||
docker logs document_worker --tail 50
|
||
```
|
||
|
||
**ScanSnap can't find the network folder?**
|
||
→ Ensure the folder is shared over SMB/CIFS (Windows share). See the [HP Printer Setup guide](./HPPrinterSetup.md#step-1-set-up-a-shared-network-folder) for Samba configuration.
|
||
|
||
**Scanned PDFs have poor text recognition?**
|
||
→ Increase scan resolution to 300 DPI. Enable "Convert to searchable PDF" in ScanSnap Home if available.
|
||
|
||
**Files are processed twice (duplicates)?**
|
||
→ Enable duplicate detection in DocuElevate settings. Check [Troubleshooting](../Troubleshooting.md) for deduplication options.
|
||
|
||
**ScanSnap doesn't appear in ScanSnap Home after network change?**
|
||
→ Re-run the ScanSnap network setup wizard. Ensure the scanner and your computer are on the same Wi-Fi network/subnet.
|
||
|
||
---
|
||
|
||
## Related Documentation
|
||
|
||
- [HP Enterprise Printer Setup](./HPPrinterSetup.md)
|
||
- [DocuElevate Configuration Guide](../ConfigurationGuide.md)
|
||
- [Dropbox Setup](../DropboxSetup.md)
|
||
- [Google Drive Setup](../GoogleDriveSetup.md)
|
||
- [Troubleshooting](../Troubleshooting.md)
|