Quickness of motion. Rapidity of movement. SharePoint, O365 and OneDrive are messaging their content services enablement with a great descriptor: Content Velocity. Where content picks up speed and value as it is created, edited and reused—becoming more useful over time.

Newton’s first law of motion states that an object will remain at rest until acted on by an external force. Ephesoft Transact can be that force initiating motion.

Microsoft has defined the four pillars of content services: harvest, create, coordinate and protect. In this metaphor, content services are being built on SharePoint, O365 and OneDrive pillars. As a Microsoft Content Services Partner Program Charter Member, Ephesoft supplies the tools that every “builder” in an organization should have in their belt to build a sound, functional set of usable data.


SharePoint is used to intelligently analyze, discover, reuse, search and dispose of content. These solutions are only as good as the content within them. Success depends on an easy, consistent method to get content into your processes and systems. Harvesting content that supports business processes is fundamental to an enterprise and smart document and data capture is necessary to make this happen. Ephesoft Transact uses supervised machine learning-powered capture solutions to make that harvest abundant. This Smart Capture® platform is the document onramp for SharePoint, providing automated routing of documents into the repository of your choice. Users can harvest from folders, email accounts, content management, mobile devices, and of course, copiers and scanners.


SharePoint is used to generate documents and document libraries. Ephesoft Transact identifies and sorts documents giving them correlation. Documents are automatically classified and data is instantly extracted and mapped to SharePoint metadata fields, Dynamics entities, Excel spreadsheets or even into Microsoft Flow. Ephesoft Transact makes it easy, so you don’t have to be a developer to take advantage of this technology.


Microsoft promotes structuring your teamwork with co-authoring, metadata, groups, taxonomy and Microsoft Flow. Following this as a guide, managed metadata provides a centralized way to tag and classify information and structure those libraries. Automatically tagging content and taking manual error out of the equation can transform how enterprise organizations interact with and manage growing volumes of content that require a pervasive capture strategy.

Ephesoft Transact utilizes supervised machine learning to classify and extract critical information from your physical and electronic documents. It’s a zero-footprint, browser-based application that runs on your servers behind your firewall or in the cloud. Users can only coordinate with teams and correlate documents if the documents are tagged. By automating this process, you’re making knowledge-workers’ jobs easier, improving customer response time and boosting your auditing and compliance efforts.


Auditing and compliance are integral to reducing risk in the content lifecycle. Compliant organizations put security controls on all documents deemed as high risk and give thought to protecting future documents and protection for new private assets. Organizations also need to implement real-time controls for high-risk identification and classification, such as documents containing personal data and enabling detection in your everyday applications to reduce risk.  Ephesoft allows you to enable Web Services in the cloud or on-premise to integrate your systems. This becomes particularly relevant when you consider all the locations where documents reside:

  • Network folders
  • Local folders
  • Emails and attachments
  • Sync technologies like Box, OneDrive, Dropbox and Google Drive
  • Corporate Enterprise Content Management (ECM), Content Services and Document Management (DM) systems
  • Line of Business systems that house documents

To effectively evaluate these locations for risk, we automate the text conversion process and exceptions by using a voting and confidence engine. Proprietary systems could never navigate these locations fully, but we use open architecture for ultimate flexibility to modify and customize the solutions according to your unique needs and requirements.

Microsoft continues to add functionality to SharePoint and OneDrive to amplify content visibility with a modernized team site experience that excels in surfacing documents designed to make your business more productive. The benefits can only be realized if the core documents you need to surface make their way into the system in the first place. Ephesoft OpenAPIs bring this power to citizen developers by enabling a simplified integration and document capture for OpenAPI-compliant applications, including workflow applications that use Microsoft Flow.

Ephesoft has a simple Web Services interface that uses Swagger/OpenAPI-compliant document capture integration to classify documents and extract information. This kind of ‘ease of use’ moves capture from the antiquated centralized or distributed model, to a pervasive, transactional model. Capture where you need it, and when you need it, at your fingertips. Now when you scan invoices (or other documents) to SharePoint or OneDrive the digital transformation is automatic, documents are separated, correlated and classified, and the data within them is now ready to access. Content velocity really does start with Smart Capture®.

Ephesoft is a Microsoft Gold Cloud Platform Partner as well as a Content Services Partner Program Charter Member. Ephesoft’s AI-based, supervised machine learning technology for enterprise content capture and data discovery along with our innovative solutions with Microsoft products, including Microsoft SharePoint, Microsoft Flow, Microsoft Dynamics and Microsoft Azure, drive real results for our customers.

Learn more:

Blog: SharePoint becomes Self-Aware

Solutions: Microsoft and Ephesoft

For Developers: API Documentation