How can I send files from ProSystem fx Scan to CCH Axcess Document without using the Routing Queue?

The method described here is an alternative to using the CCH Axcess Document Routing Queue.  If you would like to use the Routing Queue to integrate ProSystem fx Scan and CCH Axcess Document, please click here.

The following prerequisites must be in place:

  • CCH Axcess Document must be installed
  • ProSystem fx Scan Workstation must be installed

After documents have been scanned, to send them to CCH Axcess Document:

  1. In Scan Workstation, choose History
  2. Right click on the appropriate file and choose Send Export File to Document
  3. Enter the necessary information on the Add File window
  4. Select Upload Selected Files
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