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Fujitsu ScanSnap Integration (Mac)

The integration between Fujitsu ScanScap scanners and Clio works with the following models:

ScanSnap N1800
ScanSnap S1100
ScanSnap S1300i
ScanSnap S1300
ScanSnap S1500
ScanSnap S1500M
ScanSnap S300
ScanSnap S300M
ScanSnap S510
ScanSnap S510M
ScanSnap S500
ScanSnap S500M
ScanSnap fi-5110EOX
ScanSnap fi-5110EOX2
ScanSnap fi-5110EOXM
ScanSnap ix500

For instructions integrating the PC version of ScanSnap, click here.

Please Note: You must have Mac OSX 10.7 or higher to use this integration.

Here's how to setup ScanSnap and start Scanning to Clio:

  1. If you haven't already, install the ScanSnap software that comes with your printer onto your computer. The ScanSnap Manager appears in your Dock.
  2. Download the Clio Uploader For Mac, open it and install the .dmg file.
  3. Once selecting to install, you will receive an External Protocol Request. In this window, select Launch Application.
  4. Click Install. After Install, if you select "Open" you will receive an error. This is because the Clio Uploader is a plug-in rather than a full program.

  5. Open the ScanSnap Manager, click "Scansnap Manager", and then "Settings:" 

  6. If the Quick Menu is selected, de-select it.
  7. Go to "Add Profile" and name the new one Scan to Clio.

    clio-uploader-mac-add-profile.png

  8. Name your profile, and click "OK".

    clio-uploader-mac-name-profile.png

  9. Select the Application tab, and then click "Add or Remove," and then "Browse" to find the Clio Uploader.

    clio-uploader-mac-add-app.png

  10. From the Applications folder, highlight "Clio Uploader" and click "Choose."

    clio-uploader-mac-find.png

  11. Name the application, for example: "Clio Uploader."

    clio-uploader-mac-find-add-app.png

  12. Click "OK" to return to the "Add/Remove" window, and then click "Close."
  13. In the ScanSnap Manager, under the Application tab, select "Clio Uploader" from the dropdown.

    clio-uploader-mac-select-list.png

  14. Click "Apply."
  15. Left click ScanSnap Manager icon and Scan to Clio!

    clio-uploader-mac-profile.png

  16. Put the paper you wish to scan in the scanner according to the instructions, and press the button to start the scan (for more information on how to scan, please see the Fujitsu website for manuals on the different models they offer: http://scansnaptest.fcpa.fujitsu.com/).
  17. When the scan is complete, you're prompted to login with your Clio credentials. Do note that there is a Region Select option at the top of this image. Please select your appropriate region, along with inputting your login credentials:

  18. Add a Description, Reference (which is the Matter Number) and select the appropriate Category:

  19. Click the "Upload" button.
  20. When you see the confirmation, click "Close:"

    Now the document resides in Clio, and is already attached to the appropriate Matter.