How to Streamline Document Workflows with Microsoft 365 & Your Copier
Managing documents shouldn’t slow your business down. Yet for many offices, outdated processes—like manually scanning, emailing, saving, and filing documents—waste valuable time and open the door to mistakes.
The good news? Today’s office technology, including modern copiers and printers, makes it easier than ever to digitize and organize your documents, especially when paired with Microsoft 365 and cloud platforms like OneDrive. Here at Coastal Copy, we help businesses in Santa Barbara and Ventura unlock the full potential of their office equipment with simple, powerful integrations that take the hassle out of everyday workflows.
Here’s how it works—and how your team can benefit.
What Is Microsoft 365 Copier Integration?
Microsoft 365 copier integration means connecting your office’s copier or multi-function printer (MFP) directly to your Microsoft tools—like OneDrive, SharePoint, and Teams.
Instead of scanning a document, emailing it to yourself, downloading it, and then uploading it again, your team can simply scan the document and send it directly to a cloud folder from the copier screen. No extra steps. No back-and-forth.
Key Benefits of Scanning to Cloud with Your Copier
Save Time: Cut down scanning and filing processes from multiple steps to just one or two.
Improve Accuracy: No more lost files or wrong email addresses—documents go exactly where they need to.
Boost Security: Files are stored directly in your secure Microsoft 365 environment, protected by your organization’s cloud security measures.
Work Remotely: Once a document is in OneDrive or SharePoint, it’s instantly accessible from anywhere your team works.
Simplify IT: No need for complicated third-party software or workarounds. It’s easy to use and easy to manage.
How Coastal Copy Makes It Easy
We specialize in setting up office workflow automation that’s tailored to your business. Our team will:
Configure your copiers to connect securely with Microsoft 365
Set up Scan-to-OneDrive, Scan-to-SharePoint, and other direct cloud-saving options
Customize folder destinations to match how your team works
Train your employees so everyone feels confident using the new system
Best of all, we do it without adding extra IT headaches. Our focus is making your technology work better—so you and your team can focus on what matters most.
Ready to Simplify Your Document Workflows?
If you're looking to streamline how your office handles documents, Coastal Copy has the expertise and local support you can count on. Let’s talk about how we can connect your copiers to Microsoft 365 and help your team move faster, smarter, and more securely.
👉 Contact us today to schedule a consultation!