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CCM Gateway for SharePoint

Archiving and Distributing Transactional Customer Communications

Product Overview

CCM Gateway for SharePoint, developed by Crawford Technologies, provides sophisticated, universal print stream conversions, indexing, and document classification for a wide range of print formats, including AFP, Xerox, PDF, PostScript, PCL, and others. It makes it possible for SharePoint customers to rationalize outdated archiving systems and manage all content including critical customer communications with SharePoint. This approach ensures that all electronic documents are effectively managed, securely stored, and fully compliant in SharePoint with best practices and regulatory standards.

By combining Crawford Technologies’ powerful transformation capabilities with SharePoint’s modern approach to traditional enterprise content management, organizations can rapidly create business applications that extract even more efficiency and value from enterprise content, no matter where it exists and in what format it’s stored.


Increase Regulatory Compliance: Support modern compliance initiatives like GDPR and the California Consumer Protection Act (CCPA) by enabling granular control of customer information.

Decrease Compliance Risk: Retain statements, bills, invoices and correspondence to be compliant with industry regulations in banking, insurance and healthcare and for tax compliance.

Enhance Customer Experience: Provide a full, 360-degree view of customer documents and correspondence for customer service and call center staff. Support customer self-service initiatives.

Accelerate Cloud Adoption: Move both legacy and day-forward print-stream communications from on-premises, mainframe-based systems, to modern, cloud infrastructures..

Improve Accessibility: Dynamically transform documents and correspondence for highly compliant, fully accessible communications, including braille, large print, audio, e-text and multilingual translation.

Improve Operational Performance: Centralizes content transformations in a consistent and automated manner.

Support Mobile Access: Provide full access to customer documents and correspondence via mobile devices with responsive HTML content.

Reduce Operating Costs: Eliminate legacy software support and maintenance costs and corresponding mainframe processing and storage charges.

Business Challenge

Customer communications and important customer-facing documents, bills, invoices and financial statements for insurance, banking, utilities, medical, mortgages, property taxes, credit cards and phone services, are generated by core business and customer communications systems. Most of these documents are created in proprietary print formats (AFP, Xerox, PDF, PostScript, PCL) that are not effectively supported by enterprise content management systems (ECM) and content services platforms (CSP). Therefore, many organizations rely on expensive and outdated archiving systems to store and manage these types of documents today. Making it difficult for customers, partners and employees to access them through SharePoint.

Customer Success Story

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Product Details

High Volume Processing Server

CCM Gateway for SharePoint’s distributed architecture allows workloads to be spread across multiple processing nodes providing a scalable and flexible processing environment to handle large volumes. The scheduler reduces administration and allows optimal use of resources by scheduling archiving jobs overnight. CCM Gateway for SharePoint configuration tools helps to increase the speed at which to design, test and deploy archiving processes using an intuitive graphical development environment.

Archiving Workflow

CCM Gateway for SharePoint supports end-to-end archive workflows including file capture, document transformation, indexing and storage. Archive workflows identify different document types and route them for appropriate processing. This means different transform, index and storage rules are based on document type.

Archive Format Support

Customer communications are produced in formats such as line data, AFP, Metacode, PostScript, PCL or PDF.  They are suited for printing but are not optimized for archiving and viewing. CCM Gateway for SharePoint can store the original print content in compressed archive files and convert them to PDF/A and PDF U/A in burst and non-burst mode for long term archiving.

Indexing and Data Capture

Customer communications files contain thousands of individual documents. Documents in the files need to be identified and indexed so they can be retrieved in the future. CCM Gateway for SharePoint supports a range of indexing methods that identify individual documents for future access.

Information Access with SharePoint

CCM Gateway for SharePoint supports SharePoint’s advanced features such as Libraries and Remote Blob Services, all of which ensure that archived print streams can be leveraged like any other content in the repository. It makes sure that print streams are stored efficiently using a storage model that also allows individual documents to be retrieved quickly. CCM Gateway for SharePoint is the only print stream archiving solution that is closely integrated with SharePoint.

Fine Grained Records Management

Data privacy regulations such as GDPR and CCPA require fine-grained records management. CCM Gateway for SharePoint stores individual documents (as opposed to large batches) which allows using retention labels to fully control records management. Plus, using CCM Gateway for SharePoint to retain statements, bills, invoices and correspondence permits compliance with industry regulations in banking, insurance and healthcare and for tax compliance.

Accessible Document Formats

CCM Gateway for SharePoint supports accessible PDF and accessible HTML.  They are used with screen readers to support end-users who are blind or visually impaired. Making customer communications accessible delivers consistent services to all end-users and ensures compliance with accessibility regulations.

Digital Signatures and Redaction

CCM Gateway for SharePoint finds and retrieves documents in the archive for use in online portals and mobile applications. Microservices can be used to apply digital signatures to guarantee PDF authenticity or redaction to support regulatory conformance.

Use Cases

Business Use Cases

  • Insurance Statements
  • Credit Card Statements
  • Banking Statements
  • Mortgage Accounts
  • Auto Loans
  • Medical Documents
  • Property Tax Statements
  • Transportation Documents
  • Utility Bills
  • Phone/Internet Statements
  • Document accessibility for the blind and vision impaired

IT Use Cases

  • Legacy Data Transformation
  • Infrastructure Modernization
  • Application Decommissioning
  • Content Federation
  • Standardized Content Access and Usability

CCM Gateway for SharePoint integrates with SharePoint to process, transform and deliver critical customer communications. It can be easily integrated into your SharePoint system by leveraging its powerful REST API Web Services. CCM Gateway for SharePoint works with common print formats, including AFP, PDF, PostScript, PCL, Xerox Metacode, and Xerox LCDS/DJDE.

CCM Gateway for SharePoint supports virtually any content transformation

Print formats
  • AFP to PDF
  • AFP to PDF/A
  • AFP to PDF/UA
  • AFP to HTML
  • AFP to accessible HTML
  • AFP to responsive HTML
  • AFP to TEXT
  • Xerox METACODE to PDF
  • Xerox METACODE to HTML
  • Xerox LCDS to PDF
  • Text to PDF
  • Text to HTML
Document formats
  • MS Word to PDF
  • EXCEL to PDF
  • PowerPoint to PDF
  • RTF to PDF
  • EML to PDF
  • EMLX to PDF
Image formats
  • TIFF to PDF
  • JPG to PDF
  • BMP to PDF

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