Managing Routing Settings for a Locally Installed Routing Service

If you use CCH® ProSystem fx® Scan with Document, you can use the Routings Settings window to configure the Closedoptions for uploading scanned files to Document.

The options you can configure are as follows:

  • Folders that Document monitors for PDFs. By default, Document monitors the Pfx Document\Scan folder for newly added PDFs. In the Routing Setting window, you can configure Document to monitor additional folders as well.
  • How to handle PDFs that do not include routing slips. If a PDF in a monitored folder includes a routing slipClosed A cover sheet used when scanning documents with Scan. The routing slip conveys information to the system about the document's metadata and the folder where the file should be placed in Document when the scan is complete., the file is uploaded to the Document folder indicated on the routing slip. You can choose whether files that do not have routing slips should be uploaded to Document as well.
  • How often Document checks for new files. Document looks to the selected folder on a regular basis to see if there are additional PDFs ready for upload.
  • Amount of time that elapses before a newly loaded file is uploaded to Document. You can set the routing queue to wait for a specified amount of time before uploading the file. This can give you a short grace period if, for example, the wrong version of a file is added to the routing queue. You can replace the file before Document retrieves the file.

Use the procedure below to change the routing settings for your firm:

  1. Browse to one of the following locations, depending on the type of operating system you are using:
    • 64-bit operating system. C:\Program Files (x86)\WK\CCH ProSystem fx Suite\Smart Client\OP.
    • 32-bit operating system. C:\Program Files\WK\CCH ProSystem fx Suite\Smart Client\OP.
  2. Double-click CCH.Pfx.Document.LocalRoutingService.exe. The Routing Queue icon  is added in the notification area of your taskbar.
  3. Right-click the icon, and then select Settings.
  4. Do any of the following as needed: 

    5. ClosedConfigure Document to monitor an additional folder.

    1. In the Routing Setting window, click beside the Select Folder check box.
    2. Navigate to and select a folder for Document to watch.
    3. Click OK.
    4. Click Add.

      5. Note: If needed, you can select or clear the Allow Routing without Routing Slip check box beside the folder name in the grid. Selecting or clearing this check box in the grid applies the change only to the specified folder.

    ClosedDelete a watched folder.

    1. In the Routing Setting window, select the check box beside the folder you want to delete in the Watched Folders grid.
    2. Click Delete.
    3. Click Yes to confirm that you want to remove the folder.

    ClosedConfigure the routing slip setting for all folders.

    Select or clear the Allow routing without Routing Slip check box located above the Add and Remove buttons to change the routing slip setting for all watched folders.

    • If you select the check box, routing slips will not be required to route files to Document folders.
    • If you clear the check box, only files with routing slips will be routed to Document folders.

    Note: If needed, you can modify this setting for individual folders by selecting or clearing the Allow Routing without Routing Slips check box beside the folder name in the Watched Folders grid.

    ClosedChange how often the system checks for new files and the wait time before uploading files.

    You can edit either of the following two settings as needed:

    • Check Every <#> seconds for new folders and files. Enter a number to specify how often you want the routing service to check for new folders and files.
    • Wait <#> seconds before routing file. Enter a number to specify how long you want the system to wait after a file is added to a monitored folder before the file is uploaded to Document.
  5. Click Save.