CCH Axcess Workflow - Document Integration (Auto Sync) - Axcess
- Article Type:
- How To
- Last Modified:
- 08/28/2023
Objectives
Learn how to auto-link files using Document Integration.
Environment
CCH Axcess Workflow
Document Integration
Document Integration
Procedure
CCH Document Integration
Licensing and product access
Security Group
C. Enable the Document Integration
Document Integration (Manual)
For information on manually linking documents to a task using the pre-existing Document Integration: CCH Axcess™ Workflow: Document Integration Guide.
Manual Document Configuration
Document Integration (Auto-Sync)
In addition to the ability to manual link documents, Document auto-sync can be configured to automatically link files from CCH Axcess Document to the route sheet based on client, year, and category/task type mapping to the class/subclass specifications.
Note: Document Auto-Sync will not retro link files to Tasks. Only newly added or modified documents will link to the Task, starting from the time the feature is enabled.
D. Schedule
Schedule logs show the 15 minutes successful run of Document Integration Auto Sync
E. Auto-Sync Document Integration - Procudure
Document auto-sync can be configured to automatically link files from CCH Axcess Document to the route sheet based on client, year, and category/task type mapping to the class/subclass specifications.
Add a file to the client
Selecting the Class and Subclass
Uploading the selected file.
Uploading in process
Upload completed and file added to the client
The uploaded file will be automatically Auto Sync and integrated with the task in Axcess Workflow post the Document Integration Auto-Sycn ( which is every 15 minutes)
A. Summary
B. Preparation for Document Integration (Auto Sync)
C. Enable the Document Integration
D. Schedule
E. Auto-Sync Procedure
B. Preparation for Document Integration (Auto Sync)
C. Enable the Document Integration
D. Schedule
E. Auto-Sync Procedure
Requirement for Document Integration(Auto-Sync):
1. Axcess Practice Client Integration is required for Document Auto-Sync
.2. Manual Document Integration is required for Document Auto -Sync
3. Grant Axcess
4. Document License
5. Security Group
6. Document Category Mapping
3. Grant Axcess
4. Document License
5. Security Group
6. Document Category Mapping
A. Summary
Document Integration (Auto-Sync)
With the CCH Axcess Workflow 2021-5.0 release, we have the ability to auto-sync the document.
Click on the Document Mapping hyperlink
Under Data Settings, please go to Document Category Mapping and Turn on the Document Auto-Sync
Documents can be manually added to Tasks from the Control Sheet or Document Auto-Sync can be configured to automatically connect new documents to the Control Sheet. Automatic linking is based on client, year, and the mappings provided between Workflow Category and Task Type to Document Class and Subclass respectively. Once the documents have been linked to the Task, this will allow you to:
- Open linked documents directly from the Control Sheet.
- Remove linked documents without the risk of Auto-Sync relinking to the Task.
B. Preparation for Document Integration (Auto Sync)
To open a document directly from the Control Sheet or to manually attach documents to the Task, the user will need to be- Licensed for CCH Axcess Document
- Added to a security group within CCH Axcess with permissions to view documents
Licensing and product access
Security Group
C. Enable the Document Integration
Document Integration (Manual)
For information on manually linking documents to a task using the pre-existing Document Integration: CCH Axcess™ Workflow: Document Integration Guide.
Manual Document Configuration
- Select ‘Manage Settings and Defaults’
- Within Workflow click on the gear
- Expand ‘Integration Settings.
- The bottom grid is for Document Integration. Click on the button on the right that looks like [ : ]
- Enter the following into the pop-up window: https://api.cchaxcess.com/sdk;###### (###### = firm Axcess Account number)
- Check the box to ‘Apply to all the branches.
- Click [Apply]
Document Integration (Auto-Sync)
In addition to the ability to manual link documents, Document auto-sync can be configured to automatically link files from CCH Axcess Document to the route sheet based on client, year, and category/task type mapping to the class/subclass specifications.
- Prerequisites:
- Granted Access within CCH Integration Settings
- To get to CCH Integration Settings: Go to Utilities > CCH Integration Hyperlink > Select Settings across the top. Click Grant Axcess and enter CCH Axcess Credentials of an admin user.
- User connected to the Sync Job should be a full rights user, included in all Client Axcess Groups, and a CCH Axcess Document License. (Default Admin is ideal, or similar user with no restrictions)
- Client Linking
- How to Setup:
- Under the Select Add Mapping button at the top right of the screen.
Data Settings > Document Category Mapping
- Choose the Class/Subclass combination in the first dropdown.
- In the second dropdown, you can select multiple Category/Task Types to automatically sync the documents to
- Once the mappings are in place, change the toggle at the top of the screen to ON to enable the files to start linking to your Tasks.
Note: Document Auto-Sync will not retro link files to Tasks. Only newly added or modified documents will link to the Task, starting from the time the feature is enabled.
D. Schedule
- "Default Axcess Document Sync" is scheduled for every 15 minutes to sync the Auto-Sync document Integration.
- There is no way to add a customized schedule for the Document sync, only the default Axcess Document Sync is in place.
- If the "Default Axcess Document Sync" is mistakenly deleted. Please reach the support to setup again.
Schedule logs show the 15 minutes successful run of Document Integration Auto Sync
E. Auto-Sync Document Integration - Procudure
Document auto-sync can be configured to automatically link files from CCH Axcess Document to the route sheet based on client, year, and category/task type mapping to the class/subclass specifications.
Add a file to the client
Selecting the Class and Subclass
Uploading the selected file.
Uploading in process
Upload completed and file added to the client
The uploaded file will be automatically Auto Sync and integrated with the task in Axcess Workflow post the Document Integration Auto-Sycn ( which is every 15 minutes)
Additional Information
Document Integration (Manual)
For information on manually linking documents to a task using the pre-existing Document Integration: CCH Axcess™ Workflow: Document Integration Guide. Solution Id | 000257543/Axcess-Workflow-Document-Integration-Auto-Sync-Axcess |
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Direct Link |