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Scanning Documents in CRM

Former Member
0 Kudos
137

Hello Experts,

I need to Scan some documents & include them in to Leads, etc. What I want to know is, Can there be a direct interface between CRM & the Scanner software? If Yes, How? Or I need to scan the Documents & save it in some folder & then upload them in CRM?

Please put some light on this.

Thanks in Advance.

Accepted Solutions (0)

Answers (2)

Answers (2)

Former Member
0 Kudos

Hello João Sousa,

Many Thanks for Ur response.

Can U please tell me more about the IXOS scanning solutions. And also about the SAP ArchiveLink & how the document is sent to SAP ArchiveLinkwhich starts the archiving workflow.

Thanks & Regards,

SP

Former Member
0 Kudos

Hello Sir,

Can you provide any document for scaning purpose.

If possible ,please send me on rakindra.senapati@gmail.com.

Thanks,

Rakindra.

Former Member
0 Kudos

There isn't a scanning client included in CRM.

I've only worked with IXOS scanning solutions and the process is:

1 - You scan the document in the scanning client.

2 - The document is sent to SAP ArchiveLink, which starts an archiving workflow (early and late archiving is available) after a SAP user selects the document type.

3 - The user processes the workitem and can either create a new lead (to which the document is attached) or attach the document to an existing lead.

I believe the SAP DMS solution includes only the Content Repository but not the scanning client, so files will have to be imported to SAP via filesystem (but I'm reaching here, I have no experience).

Message was edited by: João Sousa