Method Community

Is there any way to automate the process of attaching documents to different customer files within Smart Vault? I may see 20 customers in a day where I receive test results a week later. I am wondering if it's possible to set a stack of test results done on standardized forms into my scanner and have them scan the whole stack and automatically attach them to the proper files based on a selected field on the test result? (Name for example) I'm using a NEAT desk organizer scanner.

Hello,
     This is a very complicated process and is not possible in Method.  You would have to write a program that reads the customer name off of the scan, find him or her in Method and attach it all automatically.   You may be able to find someone who has written a program that does some of the process in the API forum.     Currently, we offer manual attaches to records.

- Greg