Can I integrate CCH® ProSystem fx® Scan with CCH Axcess™ Document or CCH® ProSystem fx® Document?

You can integrate CCH® ProSystem fx® Scan with CCH Axcess™ Document or CCH® ProSystem fx® Document in different ways:

  • You can move completed CCH Scan jobs directly to CCH Axcess™ Document or CCH® ProSystem fx® Document from within CCH ProSystem fx Scan by using the AutoFlow Wizard interface.
  • You can manually add files to CCH Axcess™ Document or CCH® ProSystem fx® Document by opening the Export folder and adding the files in Document's Add Files dialog
  • You can use the Routing Queue of CCH Axcess™ Document or CCH® ProSystem fx® Document.

The method you will want to use will depend upon the Scan to Document workflow that will most benefit your firm.

  Solution Tools
  Attachments
 Solution Id 000034123/000034123
 Direct Link
To provide feedback on this solution, please login.

Your feedback about this article will help us make it better. Thank you!