Scan Tracker - Copy Service Import Utility
This feature will allow a copy service to come into your office and take files offsite, scan them and then bring them back on either a DVD or USB hard drive and automatically attach all the files to the correct case and even add case activity notes. You may direct the copy service to create several Adobe Acrobat documents for one file if you so choose. Each case could have several scanned documents arranged by category such as opening documents, medical information, Rehab, closing docs, etc. All this information may then automatically be attached to the correct cases and case activity notes may be added as well. All of this may be completed offsite by the copy service.
This is a restricted feature at this time and no copy services have rights to this feature as of this date. However, one may still test this feature and view samples as well as an "error log" and an Excel file which is automatically created. But, nothing is imported into case activity or attached to cases until the copy service gets proper licensing.
The details are as follows:
Adobe Acrobat pdf files are copied at a specific location. A text file
is then created offsite by the copy service with specific information.
This information may then be read by the Scan Tracker by clicking the Configure
button and clicking the Import From A Copy Service link. The
following information may be contained in the text file for interpretation by
the A1-Law Scan Tracker (as in the example below):
(notice how the first three categories already have preset notes as Opening Docs, Medical Records and Rehab so notes do not even need to be entered at all. Also, If we set the line below to YESCHECKNAMES then it will verify a first and last name with the case number as a double check to make sure there wasn't a typo. Here's our sample text file for interpretation by the scan tracker:
Personal Notes or comments may go here
test4.pdf,532,4,Special Notes Scanned
Valid Fields that may be used: Filename,CaseNo,catno,first,last,date1,casestat,typecase,note1