Connect Hubdoc to ScanSnap

Overview

• Connect your Hubdoc organisation with ScanSnap Home or ScanSnap Manager to scan documents directly to Hubdoc.
• You need to use a Fujitsu iX series scanner to use ScanSnap.

Connect to ScanSnap Home

To connect ScanSnap Home to your Hubdoc organisation you need to have set up a ScanSnap Cloud account.

1. Open ScanSnap Home.
2. In the ScanSnap Home menu, select Scan settings.
3. Click the add profiles icon.
4. Under Cloud services, click Upload Files to a Cloud.
5. Under Save Destination, click Selecting.
6. Select Hubdoc from the list of cloud storage services, then click Select.
7. Log in to the Hubdoc organisation you want to connect, then click Authorize.
8. Set a name for your scanner.
9. Click Allow to give Hubdoc access to ScanSnap Home.
10. (Optional) Rename the ScanSnap Scanning Profile to indicate which Hubdoc organisation is connected.
11. Click Add to save this profile to ScanSnap Home.

Your ScanSnap Scanning Profile is now linked and documents will automatically upload to this Hubdoc organisation.

Set up document email to Hubdoc

If you're an accountant or bookkeeper and you don't have your client's Hubdoc login credentials, email documents from ScanSnap to their Hubdoc organisation.

1. Open ScanSnap Home.
2. In the ScanSnap Home menu, select Scan settings.
3. Click the add profiles icon.
4. Under Business, click Attach to E-mail, then click Add.
5. Enter your unique Hubdoc email address. To find this, click Upload Documents on your Hubdoc dashboard.

All scanned documents will automatically be attached to an email.

Connect to ScanSnap Manager

Set up document email to Hubdoc

If you're an accountant or bookkeeper and you don't have your client's Hubdoc login credentials, email documents from ScanSnap Manager to their Hubdoc organisation.

To send multiple documents in one PDF file, set up PDF splitting in ScanSnap Manager. Hubdoc will then process them as separate documents.

1. Open ScanSnap Manager.
2. In the ScanSnap Manager menu, select Settings.
3. Select the Use Quick Menu checkbox.
4. Scan your documents. You can scan up to 10 documents to Hubdoc at a time.
5. When you’ve scanned all documents, click Finish Scanning.
6. Click Scan to E-mail, then click Attach to E-mail.
7. Enter your unique Hubdoc email address. To find this, click Upload Document on your Hubdoc dashboard.

What's next?

You can now use ScanSnap to upload documents to Hubdoc.