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.

2. Use the Document Add Files window to generate routing sheets for the paper documents that you will process with Scan. Although you can generate routing sheets in Scan, only routing sheets created in Document contain the information that Document needs to automatically upload files to the correct location in Document.
3. Use Scan to scan and process the original documents. The routing sheets generated from Document should be scanned along with the documents themselves. Scan should be configured to deposit completed PDFs to one of the folders selected when you configured the routing queue. When Document detects a new file, it will use the routing sheet information to automatically upload the file to Document without any further interaction from you.

   Note: When files without a Document-generated routing sheet are added to a "watched" folder, the Document upload will be triggered as well. However, the system will ask you to confirm that you want to upload the file. If you say "yes," you must enter location and metadata information on the Add Files window before the upload will complete.

4. See the Scan Help for more information about setting up Scan.
4. If needed, monitor the progress of uploads in the Routing Queue window. See Managing Files in the Routing Queue for information about uploading files from the routing queue.