Legal software
Many law firms and tax practices work with specialist software (Advokat, RA-MICRO or DATEV, for example). The legal software connection lets you transfer scanned documents straight from the multifunction printer into that software — with no detour through folders or emails.
Through the Scanning > Legal software menu you connect various legal software solutions, to enable seamless integration from the scanner into the customer’s network.
Permissions required
To access this function you need the following permissions:
- Show APIs (
AdminUI_ScanManagement_ListApis) - Create API (
AdminUI_ScanManagement_CreateApi) - Edit API (
AdminUI_ScanManagement_EditApi) - Delete API (
AdminUI_ScanManagement_DeleteApi)
You grant permissions through groups — see permissions – overview.
List view
Section titled “List view”The list view shows every configured legal software entry with the following columns:
| Column | Description |
|---|---|
| Name | The name of the configuration |
| Description | An optional description |
| Mode | The legal software chosen (Advokat or DATEV, for example) |
| Target directory | The storage location configured |
| Settings | The scan settings assigned |
| Changed/Created | The timestamp of the last change or of creation |
A click on Add legal software creates a new entry. You edit or delete existing entries through the commands on the right-hand side.
Creating a legal software entry
Section titled “Creating a legal software entry”
General
Section titled “General”| Field | Description |
|---|---|
| Name | A unique name for the configuration (mandatory; checked for uniqueness) |
| Description | An optional description of the entry |
| Mode | Select the legal software (see supported modes) |
| Email notification | The email address for notifications about new scan jobs |
| Document release | Scan jobs have to be released before delivery |
| Ask for the adviser | The user is asked for a case handler or adviser while scanning |
| Archive mode | Old files in the target directory are archived |
Supported modes
Section titled “Supported modes”Depending on the mode, different details are needed under Data access in order to connect the software chosen correctly.
| Mode | Description |
|---|---|
| Advokat MS Access | A connection to Advokat through an MS Access database (Austria) |
| Advokat SQL Server | A connection to Advokat through a SQL Server database (Austria) |
| Paragraph | A connection to the legal software Paragraph (Austria) |
| Directory Quick Search | A quick search within a directory |
| Enaio | A connection to the enaio DMS |
| ELO | A connection to the ELO DMS |
| DocuWare | A connection to the DocuWare DMS |
| DocuShare | A connection to Xerox DocuShare |
| RA-MICRO | A connection to RA-MICRO through its network interface (Germany) |
| DATEV Unternehmen online | A connection to DATEV Unternehmen online (Germany) |
Data access
Section titled “Data access”The fields in the Data access area depend on the mode chosen:
Advokat MS Access:
| Field | Description |
|---|---|
| Access database | The path to the Advokat Access database |
| Table database | The path to the table database |
Advokat SQL Server:
| Field | Description |
|---|---|
| SQL server | The host name or IP address of the SQL server |
| User name | The user name for signing in to SQL |
| Password | The password for signing in to SQL |
| Databases | The selection of the Advokat databases |
JurXpert:
| Field | Description |
|---|---|
| Server address | The host name or IP address of the JurXpert server |
| User name | The user name for signing in to JurXpert |
| Password | The password for signing in to JurXpert |
DATEV Unternehmen online:
| Field | Description |
|---|---|
| Adviser number | The DATEV adviser number |
| Client number | The DATEV client number |
| OAuth sign-in | Signing in through DATEV OAuth authentication |
Default values
Section titled “Default values”In the Default values area you define the defaults for new scan jobs:
| Field | Description |
|---|---|
| Title | The default title for new documents |
| Description | The default description for new documents |
| Status | The default status for new documents |
| Creator | The default creator for new documents |
| Recipient | The default recipient for new documents |
Scan settings
Section titled “Scan settings”You can set individual scan settings for every legal software entry (resolution, file format, colour and so on). Those settings are applied automatically when scanning at the multifunction device.