ScanSnap Cloud - Connect to Multiple Client Accounts
UPDATE: This article refers to users using ScanSnap Cloud. For users using ScanSnap Home, please refer to ScanSnap Home - Connect to Hubdoc.
Hubdoc and ScanSnap Cloud integrate on a 1-to-1 basis. This means that you can only connect your ScanSnap scanner and push documents to one Hubdoc account at a time. To use your ScanSnap for more than one Hubdoc account, you will need to change the user account your ScanSnap is connected to prior to scanning documents, by following these steps:
Step 1: Open up the ScanSnap Cloud application.
Step 2: Select 'ScanSnap Cloud' from the options bar in the top left of the screen and click 'Preferences…'.
Step 3: Once in the Preferences window, click into the ‘Scan Settings’ tab.
Step 4: Navigate to 'Linked Destination' and click the 'Change…' button.
Step 5: Scroll down to Hubdoc and click 'Select'.
Step 6: Enter the credentials of the desired Hubdoc account to be linked to the ScanSnap, and hit 'Authorize'.
Note that if you already have a Hubdoc account configured to your ScanSnap, this will override and change that setting. This is because ScanSnap scanners can only be connected to one Hubdoc account at a time.
Step 7: Read over the terms of agreement and hit ‘Authorize’ once more.
Step 8: Set a memorable nickname for ScanSnap, and allow Hubdoc to obtain saved images.
The ScanSnap will now be connected and scan into to your desired Hubdoc account!