1.  Login to the Azure Management Portal - https://portal.azure.com/#


2.  Go to the Azure Active Directory section > App Registrations and click on New registration.



3.  Enter the application name and Redirect URI: https://oauth.optimidoc.com/MicrosoftOnline/




4.  After creating the application, go to API permissions > Add a permission and search for SharePoint.



5.  Select the Microsoft.SharePoint API and in permissions select rights based on the image below and click on Select. Add permissions for SharePoint Online and save.




6. Now, when you have finished with application registration create the scan destination in OptimiDoc.

Title - name of scan destination

Type - type of scan destination

SharePoint server - add your SharePoint online URL

SharePoint web - leave empty if you want to upload scans in SharePoint root folder

SharePoint path - name of the folders on SharePoint


- See below points on how to add Client ID and Client Secret


In case you are using sites in SharePoint, you need to set and split URL address like e.g.


URL "https://optimidoc.sharepoint.com"

Web = "/sites/OptimiDocNorthAmerica"

Path = "/Shared%20Documents/test"



7. Add a Client ID -> Copy your Application ID and paste into scan destination "Client ID".




8. Add a Client Secret -> Certificates & secrets -> New client secret -> fill in description -> click Add and copy key value -> paste key value in scan destination "Client Secret" -> then click Save



9. Then authorize access by clicking on the  button on the user's dashboard. For general account use the button in Scan Destinations.