Workflow for scanning
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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 documents for a client - or multiple clients - into a "source document" 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.
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Hello Joe, I'm the Lacerte product manager working on this new product. Thank you for your excellent question. There are two parts to your question: First, you can scan in multiple documents for one or multiple clients and save it as a single file. If you choose to scan in multiple clients at one time, be sure to sort the documents by client and that the first page is a supported format. Secondly, the Scansnap S500 which has been set up for DMS Configuration will work well with Source Doc Auto-Entry. You will scan your documents in DMS like you do today and then open the DMS files in Source Doc Auto-Entry. Thank you for your interest in this product, Kathy Kirkendal
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I think I saw a workaround somewhere on the DMS support site that will allow DMS to find my non-twain scanner.
Could you please refresh my memory?
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I think I saw a workaround somewhere on the DMS support site that will allow DMS to find my non-twain scanner.
Could you please refresh my memory?
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