External DMS Integration - Using the scan features

You may use the scan features to synchonise documents to an ext. DMS.

Document Scan - Documents tab

This scan will evaluate the job folder and any documents that exist in the document folders and are not linked to insolvency document records will be scanned into insolvency.

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If the job is configured for an ext. DMS the all scanned documents will also be uploaded to the DMS.

Document Scan - Job Setting

This scan method will evaluate all document records that exist within Insolvency and evaluate whether they're already added to the ext. DMS. If not, they will be uploaded to the DMS.

This is a good method as a migration tool for migrating to a DMS system.

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