The OptimiDoc Cloud Admin Portal is a central management interface that gives administrators complete control over their print and capture environment. Designed for simplicity, security, and scalability, the portal enables administrators to configure users, devices, print connectors, document workflows, access rights, and system settings from a single intuitive UI. Whether managing one location or multiple sites, the portal streamlines deployment, automates routine tasks, and provides full visibility into printing and document‑capture operations—empowering organisations to maintain a secure, efficient, and policy‑compliant environment with minimal effort.
Below is a feature overview of the OptimiDoc Cloud Admin Portal:
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A central “My company” dashboard surfaces quick links, status, and activity. |
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Configuration of document capture workflows that define destinations (OneDrive, SharePoint, Google Drive, Dropbox, SFTP/FTP, Email, REST), apply processing steps such as OCR, barcode recognition, or document separation, and include customised metadata forms. |
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Built‑in reporting provides Overview, Users & Departments, Devices, and Documents views, with filtering and export capabilities to XLSX, CSV or Power BI. |
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Create and manage users manually, group them by department/groups, and import/synchronise identities from Entra ID (Azure AD), Google Workspace, Local AD, or CSV files. Role‑based access controls govern who can administer, print, or capture. |
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The Devices section provides centralised management for all devices connected to OptimiDoc Cloud. |
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The Diagnostics section provides a complete overview of all actions and events occurring within your OptimiDoc Cloud tenant. |
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OptimiDoc Cloud enables administrators to customise all e‑mail messages automatically sent to users during onboarding, authentication, and system operations. |
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The Settings section provides access to all company‑level configuration options in OptimiDoc Cloud, allowing administrators to manage general details, scanning defaults, personalisation, and integration settings. |
The general description of UI and the authentication options is: Navigation .