Poole Jay Product Specialist

I have a master excel spread sheet that I need to get into DocuWare as database records. They are wanting to have a file cabinet that is just database records with the information from the excel spreadsheet in it. I am trying to find out what my quickest method is for getting the records into DocuWare. This is a DocuWare Cloud account. 

Am I able to connect DocuWare Kinetics AP to 3 different on site Quick Books companies? What would be the best way to go about setting this up?

That worked perfectly! The only issue i am having now is getting it from a text field to a date field. They are using this format for thier date now.

09-02-18

Not a high volume so trying to find an easy way. Great ideas.

This is a cloud account. Any direction on how to do this through AutoIndex or Workflow would be greatly appreciated.

I have a customer that has information in the file name that fills out the only two indexes they need, but i can't parse out the info through document processing. They currently drop these files into a folder and it indexes the documents. Any ideas?

Example File Name:

"Cigna - 10/20/17"

 

Indexes:

Carrier: Cigna

Posted Date: 10/20/17

I have a cloud customer on 7. They are needing to connect to mail but are using a distribution group. Is this possible or does it require a username and password?