How do I integrate CCH® ProSystem fx® Scan with CCH Axcess™ Document Hybrid or CCH® ProSystem fx® Document?
To integrate CCH® ProSystem fx® Scan with CCH Axcess™ Document Hybrid or CCH® ProSystem fx® Document:
- Launch CCH® ProSystem fx® Scan > Folder Settings.
- Copy the Export folder's UNC path you want to monitor for PDF files.
- Follow the remaining steps according to whether your firm uses CCH Axcess™ Document Hybrid or CCH® ProSystem fx® Document.
- CCH Axcess™ Document Hybrid
- Launch CCH Axcess™ Dashboard > Application Links > Firm > Settings and defaults > Organizational Units.
- Double-click the office name, click Document and expand the Common Routing Queue Service.
- Enter the DSP server name.
- Enter a Scan folder name (this can be any name you choose).
- Enter the UNC path from the initial steps.
- Click Save.
- Launch the Windows Services tool on the DSP server.
- Restart the Common Routing Service on the DSP server.
- CCH® ProSystem fx® Document
- Launch the CCH® ProSystem fx® Suite Dashboard > Configurations > Firm > Settings and defaults > Organizational Units.
- Double-click the office name, click Document and expand the Common Routing Queue Service.
- Enter the Document server name.
- Enter a Scan folder name (this can be any name you choose).
- Enter the UNC path from the initial steps.
- Click Save.
- Launch the Windows Services tool on the CCH® ProSystem fx® Document server.
- Restart the Common Routing Service on the CCH® ProSystem fx® Document server.
Solution Id | 000205233/000077785 |
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