PDF files don't route into CCH Axcess™ Document or CCH® ProSystem fx® Document from CCH® ProSystem fx® Scan

If using CCH Axcess™ Document, ensure your Local Routing Queue is correctly configured. Please see our article 000034131 "How do I integrate CCH ProSystem fx Scan with CCH Axcess Document using the Routing Queue?" for detailed steps and a helpful video tutorial.
  • Ensure you have only one instance of the Local Routing Queue in your environment, preferably on the CCH® ProSystem fx® Scan Administrator system.

If using CCH® ProSystem fx® Document:
  1. Log into the CCH® ProSystem fx® Document server.
  2. Open the Windows Services for the server.
  3. Restart the Common Routing Service.
  4. Close the Windows Services for the server.

This will usually resolve the issue but if files still do not route to CCH® ProSystem fx® Document:
  1. Launch the Dashboard (on any system, including on the server).
  2. Click Configuration > Firm > Settings and Defaults > Organization Units.
  3. Double click the office name to open it for editing.
  4. Click Document.
  5. Expand Common Routing Queue Service.
  6. Verify the correct Document server name and export path is listed, if not then add it and if you added a path, restart the Common Routing Service on the Document server as explained above.

If you've tried the steps and files fail to route, ensure the the Export folder that the Common Routing Service or the Local Routing Queue monitors has sufficient permissions to all users. 
  • This should normally be Full Control for all users in a Windows Workgroup or Full Control for Domain users in a Windows Domain.
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