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:
  1. Launch CCH® ProSystem fx® Scan > Folder Settings.
  2. Copy the Export folder's UNC path you want to monitor for PDF files.
  3. Follow the remaining steps according to whether your firm uses CCH Axcess™ Document Hybrid or CCH® ProSystem fx® Document.
    • CCH Axcess™ Document Hybrid
    1. Launch CCH Axcess™ Dashboard > Application Links > Firm > Settings and defaults > Organizational Units.
    2. Double-click the office name, click Document and expand the Common Routing Queue Service.
    3. Enter the DSP server name.
    4. Enter a Scan folder name (this can be any name you choose).
    5. Enter the UNC path from the initial steps.
    6. Click Save.
    7. Launch the Windows Services tool on the DSP server.
    8. Restart the Common Routing Service on the DSP server.
    • CCH® ProSystem fx® Document
    1. Launch the CCH® ProSystem fx® Suite Dashboard > Configurations > Firm > Settings and defaults > Organizational Units.
    2. Double-click the office name, click Document and expand the Common Routing Queue Service.
    3. Enter the Document server name.
    4. Enter a Scan folder name (this can be any name you choose).
    5. Enter the UNC path from the initial steps.
    6. Click Save.
    7. Launch the Windows Services tool on the CCH® ProSystem fx® Document server.
    8. Restart the Common Routing Service on the CCH® ProSystem fx® Document server.
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