Scan to Shared

Last Updated: April 28, 2026

Scan to Shared (Cloud) and Scan to Network require a connection to a supported storage provider and a preset scan location.

Key Points

Review the following key points:

  • Configure the Storage Default Settings, and review the requirements in Scan to Storage before configuring these features.
  • The Vasion Admin Console has a 15 minute inactivity timeout. Be aware that this timeout applies to the Global Scan Settings.
  • The Scan to Storage Guide includes instructions for using this feature on the Control Panel Application (CPA).

Process Overview

You perform these high-level procedures:

  1. Create the Storage Connection.
  2. Configure Preset Scan Locations.
  3. Install Scan to Storage.

1. Create the Storage Connection

Scan to Shared (Cloud) supports the following storage providers. Follow the steps in the appropriate link to continue configuring this feature.

Supported storage providers.

You also need to create storage folder locations prior to configuring the Global Scan Settings. When you connect your provider, you assign a unique name, which appears in the Preset Scan Locations section.

2. Configure Preset Scan Locations

You can set up multiple connections to your preferred storage provider, but you can configure a connection to a folder only once. When you connect a preset scan location, you assign a unique name, which appears in the Preset Destination menu on the Scan to Cloud screen. For Mobile Scan the unique name appears in the Export options for users.

To configure a folder destination, you must have already created the folder in the cloud storage location.

You can set up a destination folder only once. If you try to configure multiple scan locations to the same folder, Scan to Shared (Cloud) does not function as expected.

CPA showing preset scan locations.

Preset Scan Locations

Follow these steps:

  1. In the Admin Console, go to Tools then Settings then Scanning.
  2. Select Preset Scan Locations.
  3. Select the Storage Drive tab.
  4. Select Add Configuration.

  5. On the Configuration Details page, complete the following:

    1. Preset Configuration Name: Enter a name to identify the scan destination.
    2. Storage Provider: From the dropdown menu, select the storage provider that contains the folder.
    3. Default File Name: You can define which name is applied to the file when it is scanned. Select from the following:
      1. Select one or more options from the list. If you select more than one, they appear in the order that you selected.
      2. Manually enter a default file name. You can enter a manual input and preset selections.
      3. Leave the field blank. The end user can enter or modify this name at the CPA.

    Admin Console showing Configuration Details page.

  6. Select Next.

  7. On the Folder Destination page, select the folder that you want to use for the preset location. You can also search to locate the folder.

    Admin Console showing Folder Destination page.

  8. Select Next.

  9. On the Permissions page, select the users and groups that should have access to the preset destination.

    Admin Console showing Permissions page.

  10. Select Save.

After you configure the storage location and preset scan location, the storage location appears on the end user's mobile device when they use the Export option.

3. Install Scan to Storage

The following steps are only for customers using the Scan to Cloud features, including Scan to Shared (Cloud) and Scan to Network, for the CPA. The printer object's Apps tab allows for single installation. For bulk installation refer to CPA Manager.

Follow these steps:

  1. In the Admin Console, go to the printer on which you want to install Scan to Storage.
  2. Select the Apps tab.
  3. Ensure that the correct manufacturer, CPA version, and Service Client are selected.

  4. In the Install Embedded Application section, select the Scan to Storage option.

    Admin Console showing printer object's Apps tab and Install Embedded Application section.

  5. In the Scan Settings section, select from the following:
    1. Use global scan settings: This option is the default. You configure these settings in the Global Scan Settings.
    2. Use printer specific scan settings: This makes the dropdown menus available so that you can adjust the printer-specific settings as needed.
  6. Select Save in the upper-right corner.

Admin Console showing printer object's Apps tab and Scan Settings section.