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It is possible to scan documents directly into your Actionstep system if you have a scanner capable of scanning to email and with the ability to modify the subject line via the keypad.

How

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How It Works

The scanner interface email to send the scanned documents directly into your Actionstep system. The scanner operator will enter the Action (Matter) ID into the subject line via the scanner keypad. The subject line will be pre-configured with the "Folder=" directive which instructs Actionstep to strip the attachments and load them as action (matter) documents. You can scan to specific folders within the action (matter) by modifying the "Folder=" directive (for example "Folder=Deeds").

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