bulk uploading documents into MYOB Documnet Manager

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fxa
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bulk uploading documents into MYOB Documnet Manager

Hi I am working on a bulk scan solution to batch scan  documnts into MYOB Document Manager.
just wondering, if there is an option in MYOB where scanning software can output a PDF and metadata file (xml or csv) into a folder and MYOB can poll the folder and store the PDF againat a client using the metada in the xml/csv file.
a) is there an option within MYOB or an alternate option?

If yes,

then what is the required format for the xml/csv metadata file.

 

cheers

TR

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MYOB Staff Post nickypic
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Re: bulk uploading documents into MYOB Documnet Manager

Hi @fxa

 

Welcome to the MYOB Community Forum

 

It is not possible to import documents based on metadata information.

 

MYOB Document Manager does allow for the bulk importing of documents based on a directory structure.  The directory structure needs to provide the client code, filing cabinet and year.  

 

If you wish to discuss what is possible please contact our Document Manager support team on 1300 555 666.

 


cheers,

Nicky
Practice Solutions Product Analyst
MYOB Australia Pty Ltd

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