External DMS Integration - Using the scan features

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

Document Scan - Documents tab (Documents in the folders)

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.

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

Document Scan - Job Setting (Documents in the Insolvency database)

This scan method will evaluate all document records that already exist within Insolvency DM 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.

 

Sync

The sync tool (in the Job Settings) may be available to synchronise documents existing in the DMS and sync them back to Insolvency.

The Synchronisation feature, does not occur automatically. If you add a document to the DMS, then you will need to perform a scan to synchronise to the Insolvency folders.