SharePoint photo documentation without manual uploads
Taking the photo should not be the start of another admin task. CodaScan removes the phone-to-computer transfer, manual filenames, and one-by-one uploads. Your team takes the photos; colleagues find them in the SharePoint folder or record they already use.
The documentation challenge
The manual process depends on someone remembering to connect the phone, pick the right photos, and keep the order number intact. CodaScan makes filing part of the capture workflow, so the work does not rely on a separate upload task later.
Keep your process. Lose the photo admin.
Typical workflows you can adapt to your team—not customer case studies. Keep your existing references, checkpoints and connected tools; make the photo step easier.
Give purchasing delivery photos they can find
Receiving takes photos of damaged goods, but purchasing works from a shared SharePoint library. Copying pictures to a PC and uploading them later leaves a gap between the teams.
A simpler way to do it
Save the receiving library, naming rules and relevant fields as a configuration. Reuse it on your account’s eligible licensed phones after connecting each to SharePoint. Staff identify the delivery and take photos; CodaScan handles the filing.
Why it helps
Get more receiving phones ready without recreating the same setup. Purchasing keeps its familiar SharePoint library, and operators lose the separate phone-to-PC upload task.
Add inspection photos to the job already in your list
Your team already tracks jobs in a SharePoint list. An operator photographs a damaged fixture, but a separate folder would leave the reviewer searching in two places.
A simpler way to do it
Match the existing job identifier rather than creating another numbering system. With eligible job references cached beforehand, the operator can select one offline, capture the views and let the photos attach to its SharePoint list entry when connected.
Why it helps
The reviewer opens the same job list as before, now with the photos attached. No second work tracker and no need for the operator to browse list rows to upload files.
Use one phone for different teams’ photo records
The same phone covers receiving in the morning and dispatch later. Both teams use SharePoint, but they need their photos filed in different locations.
A simpler way to do it
Save a configuration for each workflow and select the appropriate one before starting a record. Capture the delivery or order reference and photos; CodaScan uses that record’s selected destination.
Why it helps
Each team gets the photos in its own location, with less manual sorting. Switching workflows does not redirect previously captured records that are still awaiting upload.
A simpler frontline workflow
Scan the product, order, batch, or process identifier—or enter the code manually.
Capture the required photos and any details your team will need later.
Keep working when Wi-Fi or mobile coverage disappears.
When you reconnect, uploads resume automatically to the destination you chose.
Where CodaScan fits
Map captured metadata to the SharePoint columns your process uses.
Create consistent filenames and folders from scanned identifiers.
Queue work offline and resume uploads without manual retries.
Move between jobs without setting up the phone again
A shared phone should not slow down the next job. Save each team’s destination and photo requirements once, then choose the right setup when you change tasks, customers, or sites.
One phone for the next job too
Receive deliveries, document dispatch, or photograph returns. Give each task its own SharePoint destination and select the saved configuration when your role changes.
Keep each client’s work easy to find
Working across projects or departments? Save a configuration for each SharePoint folder, library, or list so you can select the right destination before capturing.
Give staff the right prompts for the task
Use folder uploads for a photo archive and list matching for photos attached to existing records. Save the relevant metadata fields with each configuration.
Move on without mixing up earlier work
Changing configurations applies to new records. Photos already captured keep their original destination, including uploads waiting for a connection.
Test the workflow with your own process
Start a two-week trial on one device or speak with us about connecting the system your team already uses.