Workflow for scanning
Using a non-Twain compliant Fujitsu Scan-snap scanner that scans directly into DMS - in the past we have scanned W-2s, 1099's, etc. in separately to a client file in order to make them easy to find (when clients call in needing a copy). If I understood program this morning you are recommending scanning ALL doents for a client - or multiple clients - into a "source doent" file and the new software will parcel these out based on SSN? Or will this only work if using one of the Twain compliant scanners? Thank you.
