Integrating CCH Scan with CCH Document

If your firm uses CCH Document, CCH Scan can publish the PDF files it generates directly to CCH Document folders. Staff members at the firm can then retrieve the published PDF files from CCH Document just as they would any other documents.

The workflow for using CCH Scan with CCH Document is the same as the typical CCH Scan workflow, except that you should use a CCH Document routing slip in place of a CCH Scan cover page. CCH Scan uses the bar code on the routing slip to determine the name of the published PDF file and to route the completed document to the correct client. The routing slip is not included in the final PDF file generated by CCH Scan.

See the CCH Document User Guide for instructions on generating a routing slip.

Notes:

To integrate CCH Scan with CCH Document, your system administrator first must set up the CCH Scan Folder in CCH Document that will be the export folder for CCH Scan. If you are unsure which import folder to use for CCH Document, consult your system administrator.
If you use a CCH Document routing slip, you should not also use a CCH Scan cover page. Doing so will cause an error in CCH Scan.

About Using CCH Document with CCH Scan

Setting Up CCH Scan for Use with CCH Document

For more assistance, select Help > CCH Scan Help Topics, or contact us using the link below.

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