Document Scanning or imaging has become the common form of Document retention in the Financial Planning industry. To improve the experience, Junxure can interface with third party Document Storage systems and can integrate with most scanning software through the Document Tab.
To access this feature for setup, go to Maintain System > System Options > Global Options.
Under the Global Options Tab, click on Document Imaging. Then, click on the “Click to set up (Currently Junxure)” button under the Value column in the right-hand side of the grid.
The Document Imaging Settings window opens. Choose the type of imaging software that will be used.
Close the Document Imaging Settings window. Go to the contact’s Documents Tab. If a third party is being used, you will continue to scan and categorize documents in the same manner. If you are using the Junxure interface, follow the steps below.
Open a contact record and click on the Documents Tab.
Place your document on the scanner and then click on the Scan Document button in the upper right.