How do I integrate CCH® ProSystem fx® Scan with CCH® ProSystem fx® Document?

To integrate Scan and Document On Premise, do the following:
  1. Launch Scan Administrator.
  2. Click the Folder Settings tab.
  3. Copy the Export folder's UNC path you want Document to monitor.
  4. Launch the ProSystem fx Suite Dashboard.
  5. Click Configurations.
  6. Click Firm > Settings and defaults
  7. Click Organizational Units.
  8. Double-click the office name.
  9. Click Document.
  10. Expand the Common Routing Queue Service.
  11. Enter the Document server name.
  12. Enter a Scan folder name.
  13. Enter the UNC path from Step 3..
  14. Click Save.
  15. Launch the Windows Services tool on the Document server.
  16. Restart the Common Routing Service on the Document server.
  Solution Tools
  Attachments
 Solution Id 000077785/000077785
 Direct Link
To provide feedback on this solution, please login.

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