Scan-IT to Office Add-In/Tools User Manual

Introduction

Scan-IT to Office is a platform independent solution that works with PCs and Macs. To use the Scan-IT to Office Add-In/Tools, you also need to install the Scan-IT to Office App on your mobile device.

Availability

The generic Smart Keyboard Wedge enables data acquisition with arbitrary applications on the following target systems:

Optimized Scan-IT to Office Add-Ins are available for the following target applications:

In addition, TEC-IT offers developers the possibility to build their own target application (or Add-In), which receives the data from the Scan-IT to Office App. A developer manual is available on request.

Download & Installation

Users can insert the Scan-IT to Office Add-In directly into their Word or Excel document or download it from Microsoft AppSource. To setup Scan-IT to Office, please perform the following steps:

Insert Add-In Directly in the Office Document

  1. Open your Word or Excel document.
  2. Go to Insert and click on the button Store.
  3. Enter "Scan-IT to Office" in the search field to open the store entry.
  4. Click on the button Add to insert the Add-In into your document.
Scan-IT to Office Add-In Setup

Download from Microsoft AppSource

  1. Open Microsoft AppSource.
  2. Search for "Scan-IT to Office" and download the Add-In.
  3. Open your Word or Excel document.
  4. Click on Insert and open My Add-Ins.
  5. Insert the Scan-IT to Office Add-In into your document.

Scan-IT to Office is also available as add-on for Google Sheets on the G Suite Marketplace. To setup Scan-IT to Office, please perform the following steps:

  1. Open the G Suite Marketplace.
  2. Search for "Scan-IT to Office" and install the add-on.
  3. Open your Google Sheets document.
  4. Got to Add-Ons - Scan-IT to Office and click Show.
  5. The Scan-IT to Office Add-On appears in your document.

The add-on can also be searched / inserted via the Google Sheets menu Add-ons - Get add-ons.

Scan-IT to Office - Google Sheets Ad-On

Use the Scan-IT to Office Google Chrome extension to transfer captured data into Chrome browser windows. This extension is available in the Chrome Webstore. The setup works as follows:

  1. Open the Chrome Webstore.
  2. Search for "Scan-IT to Office" and install the extension.
  3. Open your active Google Chrome browser window.
  4. The Scan-IT to Office extension icon appears top right in your browser window.
  5. To run Scan-IT to Office, just click the Start button.
Scan-IT to Office - Google Chrome Extension

If your application needs more flexibility, you can use the Smart Keyboard Wedge extension, which adds the Scan-IT to Office features to any desktop application on Windows and macOS. To setup the Smart Keyboard Wedge, please perform the following steps:

  1. Download the Smart Keyboard Wedge from this website.
  2. Start the setup and follow the steps in the wizard.
  3. If installed successfully, the Smart Keyboard Wedge icon appears in your toolbar (Windows / macOS)
  4. To start the Extension, just double click the icon.
Scan-IT to Office Smart Keyboard Wedge
Scan-IT to Office - Add-in Interface

User Interface

The main menu of the Scan-IT to Office Add-In/Tools contains the following items:

  • Phones
    Lists all paired devices like smartphones or tablets with their connection state. Devices can be removed (unpaired) or paused with the corresponding buttons on the right. Click the button Add Phone to pair additional devices - see Add Phone (Pairing).
  • Log
    Logs communication with the server and possible errors.
  • Options
    Here you will find Add-In options like Add-In Configuration (Add-In name, ID), Data Selection (device ID/name, timestamps...) and Advanced Settings.
  • Info Button
    Provides further information about the Scan-It to Office Add-In/Tools: a short Introduction, a Video Tutorial, a link to the Scan-IT to Office FAQs, Version History, etc.
Scan-IT to Office - Pairing

Add Phone (Pairing)

Pairing connects the target application on your desktop computer with the mobile Scan-IT to Office App. This is simple and done in just a few steps:

  • Open Phones in the main menu of your Scan-IT to Office Add-In/Tool and click the button Add Phone below the list of configured phones.
  • A QR code for initial pairing is displayed.
  • Open the Scan-IT to Office App on your smartphone, select Scan QR-Code and scan the displayed code.
  • It is also possible to enter the pairing code manually: just enter the displayed number combination into your mobile app.
  • If both instances (Scan-IT to Office App and Add-In) show an active connection (green icon / green state indicator), you are ready to start data acquisition.
  • By clicking the button Add Phone you can add as many devices as you want.

Paired devices and their connection states are listed under Configured Phones. Connected devices can be managed directly in the device list by using the icons on the right. For more details, see Scan-IT to Office FAQ.

Options

Scan-IT to Office - Add-In Options

Add-In Configuration

  • Add-In Name
    The name of the Add-In as it will be displayed in the App (editable).
  • Add-In ID
    The Add-In ID, which identifies the connection endpoint (read only).

Data Selection

Check the data fields you want to insert and use drag and drop to change the insertion order:
  • Data
  • Data (Raw JSON)
  • Device Id
  • Device Name
  • Acquisition Timestamp
  • Receive Timestamp

Server Configuration

The following two server settings can be changed, if needed:
  • URL
    tecit-sto-demo00.azurewebsites.net
  • Port
    443
We are working on the possibility for on-premise/private cloud installations of the Scan-IT to Office server. Please contact us for details.
Scan-IT to Office - Add-In Advanced Options

Advanced

  • Log received data
    If enabled, received data is stored in the Log.
  • Select the next row automatically
    If checked, the selection moves automatically to the next row after inserting data.
  • Select next cell automatically (horizontal)
    If enabled, the selection moves automatically to the next cell after inserting data.
  • Split data at character(s)
    If active, data is split into separate fields at the specified character(s). For non printable characters you can use the following escape sequences:
    • \n = Line Feed
    • \r = Carriage Return
    • \t = Tab
    • \v = Vertical Tab
    • \f = Form Feed
    • \0 = Null Byte
    • \\ = Normal Backslash
Scan-IT to Office - Add-On Options

Add-In Configuration

  • Add-In Name
    The name of the Add-In as it will be displayed in the App (editable).
  • Add-In ID
    The ID, which identifies the connection endpoint (read only).

Data Selection

Check the fields you want to insert and use drag and drop to change the insertion order:
  • Data
  • Data (Raw JSON)
  • Device Id
  • Device Name
  • Acquisition Timestamp
  • Receive Timestamp

Server Configuration

The following two server settings can be changed, if needed:
  • URL
    tecit-sto-demo00.azurewebsites.net
  • Port
    443
We are working on the possibility for on-premise/private cloud installations of the Scan-IT to Office server. Please contact us for details.
Scan-IT to Office - Add-On Options

Advanced

  • Log received data
    If enabled, received data is stored in the Log.
  • Select the next row automatically
    If checked, the selection moves automatically to the next row after inserting data.
  • Select next cell automatically (horizontal)
    If enabled, the selection moves automatically to the next cell after inserting data.
  • Split data at character(s)
    If active, data is split into separate fields at the specified character(s). For non printable characters you can use the following escape sequences:
    • \n = Line Feed
    • \r = Carriage Return
    • \t = Tab
    • \v = Vertical Tab
    • \f = Form Feed
    • \0 = Null Byte
    • \\ = Normal Backslash
Scan-IT to Office - Add-On Options

Add-In Configuration

Here you can adjust the Add-In name and turn on Logging. The Add-In ID is readonly.

Insert Behavior

The following insert settings can be enabled/disabled:
  • Replace data in input element
  • Invoke submit action after insert
  • Select next input element after insert
  • Select first input element after insert
  • Select first input element if none is selected yet
  • Insert new line automatically

Form Insert Behavior

The following two form insert settings can be selected :
  • Insert all form fields at once seperated by ", "
  • Select next input element after each form field

Add-In Configuration

Here you can adjust the Add-In name, which is displayed in the App. The Add-In ID is readonly.

Server Configuration

Server URL and server port number can be changed, if needed.

We are working on the possibility for on-premise/private cloud installations of the Scan-IT to Office server. Please contact us for details.
Scan-IT to Office - Smart Keyboard Wegde Options

Advanced

  • Log received data
    If enabled, received data is stored in the Log.
  • Prepend key(s) before data:
    If enabled, the specified keys are automatically inserted before each record.
    Click on the 🛈 icon next to the setting for more information about key codes.
  • Append key(s) after data:
    If enabled, the specified keys are automatically inserted after each record.
    Click on the 🛈 icon next to the setting for more information about key codes.
  • Insert key(s) between fields:
    If enabled, the specified keys are automatically inserted between each field.
    Click on the 🛈 icon next to the setting for more information about key codes.
  • Split data at character(s)
    If enabled, data is split into separate fields at the specified character(s). Non printable characters can be specified with the following escape sequences.
    Click on the 🛈 icon next to the setting for more information about available escape sequences.

Limitations

Please note, that some features are available only in Microsoft Word/Excel 2016 (and newer) and Google Sheets. The following limitations may occur when using other target applications / versions:
  • Captured Images Cannot be Inserted
    Image Support is available for the following applications:
    • - Microsoft Word/Excel for Windows (2016 or later)
    • - Microsoft Word/Excel for Mac (15.20 or later)
    • - Microsoft Word Online
    • - Google Sheets
  • Data Is Not Inserted Correctly in Excel
    • - Data cannot be split into multiple columns, instead it will be inserted in one single cell, separated by spaces.
    • - The selected cell does not change after inserting data. All scanned/sent data will be inserted into the same cell.
For further information please check out the Scan-IT to Office FAQ.

Multiple Users / Targets

Multiple Users
Multiple mobile devices can be used to scan data into one single target document (Microsoft Word / Excel, Google Sheets or Google Chrome) simultaneously. To do this, pair each Scan-IT to Office App with a single Scan-IT to Office Add-In/Tool.
Multiple Targets
A single mobile device may send the scanned data to multiple target documents at the same time. To do this, pair the Scan-IT to Office App with multiple Add-Ins or Tools.
For further information please check out the Scan-IT to Office FAQ.

Private Cloud / On-Premise Installation

Scan-IT to Office may also be distributed by using a network share (a Microsoft account is not required for installation or operation in this scenario, details on request).

We are working on the possibility for on-premise/private cloud installations of the Scan-IT to Office server. Please contact us for details!

Privacy & Security

Scan-IT to Office was designed with privacy and security in mind:

  • The Scan-IT to Office solution uses Microsoft Azure cloud services (servers are currently located in Texas/USA). The servers do not store or log any personal data permanently.
  • For pairing purposes the device ID of the mobile device is exchanged with the Scan-IT to Office Add-In/Tool. No user account data is exchanged.
  • To list connected Add-Ins in the app, a randomly generated Add-In ID and the Add-In name are exchanged with the Scan-IT to Office App.
  • The configuration data, which is required to assign a specific Scan-IT to Office App to a Microsoft Office instance, is stored exclusively in the App (on your device) or in the private storage of the Microsoft Office instance (on your PC or Mac).
  • Communication is secured by using HTTPS.

Privacy Policy for the Scan-IT to Office Google Sheets Add-On

  • The Scan-IT to Office Google Sheets Add-On uses the mail address of your Google Account to assure that the add-on is executed with the account that is currently logged in to Google Sheets. This is needed due to an issue with Google Sheets Add-Ons when using multiple users in Google Chrome. See the Issue in Google's Issuetracker for more information.
  • The Scan-IT to Office Google Sheets Add-On does not store any of your personal data permanently.
  • The Scan-IT to Office Google Sheets Add-On does not share any of your personal data with third parties.

Your Feedback

TEC-IT appreciates your feedback and suggestions. Just let us know what you think and contact us.

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