Integrating Document with CCH® ProSystem fx® Scan

CCH ProSystem fx Scan converts scanned documents into organized and bookmarked PDF files. If you use Document and Scan together, you can scan paper documents, convert the scans into PDF files, and then upload the new files to Document as part of a streamlined workflow.

The steps needed to make this workflow possible are as follows:

  1. Configure Document to detect when new PDFs are added to selected folders. By default, Document monitors the CCH Axcess Document\Scan folder in your Documents folder. You can set up Document to monitor other folders as well. When Document detects a new PDF in one of these "watched" folders, it will automatically begin the process of uploading the file to Document.
  2. Use the Document Add Files window to generate routing sheets for the paper documents that you will process with Scan. Although you can generate routing sheets in Scan, only routing sheets created in Document contain the information that Document needs to automatically upload files to the correct location in Document.

    3. See Adding Files Using the Scan Interface for more information about routing sheets.

  3. Use Scan to scan and process the original documents. The routing sheets generated from Document should be scanned along with the documents themselves. Scan should be configured to deposit completed PDFs to one of the folders selected when you configured the routing queue. When Document detects a new file, it will use the routing sheet information to automatically upload the file to Document without any further interaction from you.

    Note: When files without a Document-generated routing sheet are added to a "watched" folder, the Document upload will be triggered as well. However, the system will ask you to confirm that you want to upload the file. If you say "yes," you must enter location and metadata information on the Add Files window before the upload will complete.

  4. See the Scan Help for more information about setting up Scan.
  5. If needed, monitor the progress of uploads in the Routing Queue window. See Managing Files in the Routing Queue for information about uploading files from the routing queue.