start1. Scan Profiler Considerations
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1. Scan Profiler Considerations

CCH Scan
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Scan Profiler
    Scan Profiler provides a means of routing documents directly from a Multifunction Device (MFD) to an employee’s CCH inbox for further profiling. The scan profiler utilises an additional software service and requires configuration.
    Understanding the Scan Profiler

    Scan Profiler is an additional function associated with CCH Document Management. A typical scenario for using Scan Profiler: Paper documents which are required by an individual staff member are first scanned via a MFD to a network folder identified as associated to the staff member by name or code as used in CCH Central. A service is configured to monitor the scan folders and route the  pdf documents to CCH Document Management in the pending library, the document is flagged via a task to the staff member for their attention in their scan profiler homepage.

    Scan Profiler requirements
    1. The functionality and configuration of your business Multifunctional Device (MFD), can this be configured to scan directly to a folder structure on your network? A suitable network folder location is one which can communicate with the MFD and the Scan Profiler Service.
    2. MFD set up, you may need to contact your scanner IT support if you need to reconfigure your scanner.
    3. Each staff member using central requires a homepage view which allows them to manage their scan profiler documents.
    4. The Scan Profiler Service needs to be installed, this is often done by the CCH technical consultants or can be self installed via the Central Suite Installer (CSI).

    This then needs to be configured, please see the user guide, Installing and Configuring the Scan Profiler Service.

    As with any process utilising CCH Document Management your own company document policies need to be considered,  i.e appropriate details when profiling documents? retention policy around hard copies? do documents in CCH Document Management need to be passed onto other users for further attention?

    Related documents

    CCH Scan 2025.3 Service Pack: Release Notes
    The CCH Scan 2025.3 Service Pack Release Notes outline the installation process using the Central Suite Installer, ensuring all prerequisites are met and products are installed correctly. It highlights a quality improvement regarding the Scan Profiler homepage, specifically noting an issue where users cannot preview the last document. The document also includes legal disclaimers regarding accuracy and proprietary information, emphasizing that it is confidential and not to be distributed without consent.
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    Set up and Profile documents from the Scan Profiler homepage
    This document provides a detailed guide on setting up and profiling documents using the Scan Profiler Homepage. It includes steps for creating the homepage layout by selecting views, customizing the Toolbox, and adding document-related tasks. Essential components for profiling documents are outlined, such as entering mandatory fields like description and document type. Furthermore, it describes how to profile documents both from the Scan Profiler and the Document Inbox, along with necessary actions to complete the profiling process. The document emphasizes the requirement for certain fields and actions to facilitate efficient document management.
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    This document provides instructions on how to stop a scan job using the "Stop Scan" option located on the task bar. By clicking this option, the ongoing scan will be aborted after a short delay.