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We would like to inform you on using the barcoding integration.
If you have a server system please perform the following configuration:
SmartAdvocate will install and configure your barcode integration
You must advise your IT professional to configure your servers with the necessary path (\\HOSTSERVER\ScantoSA)
Scanners should be configured to scan to this ScantoSA folder
You must advise your IT professional configure your scanners settings with Date-Hour-Minutes-Seconds naming of files. If you will be configuring several scanners, advise your IT professional must add a prefix for each scanner - <unique scanner prefix> + [year]+[month]+[day]+[hour]+[minute]+[second] and should look something like this: S1_20161201122456.pdf
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Please also review the exception folder periodically. Any files within the exception folder must either be rescanned with a barcode or attached manually to the cases as necessary.
If you have a SaaS Cloud system please perform the following configuration:
You will need to configure your scanner to be able to scan your documents to our SaaS Cloud system using File Transfer Protocol Secure (FTPS) feature found on most scanners. You can search for your scanner model, make and number in google (https://www.google.com/) along with key words such as “scan to FTPS”. This will provide you with your scanners configuration instructions.
Please use the following FTPS information with ‘Write’ only access as the settings on the scanners you wish to use:
File Protocol/Encryption: | FTP / TLS/SSL Explicit Encryption |
Host Name: | |
Port: | 21 |
UN: | SABarcodeUser |
PW: | SA2018wi3N_58 |
Kindly click on the link below to watch our training video on using the barcode integration: