Integrating Document with CCH ® ProSystem fx ® Scan

CCH ProSystem fx Scan converts scanned documents into organized and bookmarked PDF files. If you use Document and Scan together, you can scan paper documents, convert the scans into PDF files, and then upload the new files to Document as part of a streamlined workflow.

The steps needed to make this workflow possible are as follows:

1. Configure Document to detect when new PDFs are added to the routing queue. You can set up Document to "watch" for new scanned documents that are added to folders that you specify. Then, through the routing queue, you specify where files should be added to Document. There are two routing queues you can use:
   • The common routing queue runs as a service on your server. Once it is started, it can be configured and managed in Administration Manager . You should set up this routing queue if the staff members who perform your scanning do not have access to Document . When these staff members add newly scanned files to the queue, they are not required to provide CCH ProSystem fx credentials, nor are they required to provide metadata for the files. Instead, the scanned files are displayed in an Administration Manager list. From here, other staff with appropriate CCH ProSystem fx privileges can select to upload the files to Document and enter the metadata. See Starting and Configuring the Common Routing Queue Service for more information.
   • The client-side routing queue is installed, configured, and run from individual workstations. When you add files to a client-side queue, you are required to provide CCH ProSystem fx credentials, as well as the required metadata for the files being uploaded. See Managing Routing Settings for a Locally Installed Routing Service for more information.

Both of these routing queue types can be used at the same time.

See Adding Files Using the Scan Interface for more information about routing sheets.