Starting and Configuring the Common Routing Queue Service

If the people who scan documents for your firm do not have access to Document, they can send the scanned files to the common routing queue. The common routing queue can be accessed without a CCH ProSystem fx login. Other staff members who do have access to Document can then complete the process of uploading the files to Document.

Note: Before you can use the common routing queue, your Document administrator must Closedstart the routing queue service on the server where Document is installed.

  1. Open Administrative Tools on the server's Windows Control Panel.
  2. Double-click Services.
  3. Right-click Common Routing Service, and then select Properties.
  4. Select Startup.

The routing queue is configured at the office level. To set up your office settings, do the following:

  1. Open Dashboard, click on the navigation panel, and then click Settings and defaults under Firm.
  2. Click Organizational Units on the navigation panel.
  3. Select the office to configure options for, and then click Open.
  4. Click Document on the navigation panel.
  5. Expand the Common Routing Queue Service section, if it is not already expanded.
  6. Enter or edit the information for each of the following:

    7. Setting Description
    Check every <#> seconds for new folders and files Enter a number to indicate how often the routing service should check for new folders and files.
    Wait <#> seconds before routing file to confirm file size/date/time has not changed Enter a number to indicate how long the system should wait after a file is added to a monitored folder before the file is uploaded to Document.

    Server path

    Enter the path to the Document server.
    Watched folders grid

    The folders that the common routing service is monitoring for newly scanned files. You can:

    • Add a folder. Click into the blank row at the top of the grid. Enter a folder for Document to watch in the Scan Folder Name column. Then, enter the UNC path for the scan folder. Click Save to save the settings without exiting the window, or click Save & Close to save the settings and close the window.
    • Stop the routing service from watching a folder. Select the folder in the grid, and then click Remove Selected.

    Note: The watched folder path must be expressed as a uniform naming convention (UNCClosed Short for Universal Naming Convention. UNC is a way of identifying the location of an item on a network. The syntax for a UNC path is \\ComputerName\SharedFolder\Resource.) path. You cannot use an IP address.

  7. Click one of the ClosedSave buttons or Cancel.