Scanshare: Iress Open Standard Integration

[melanie.meadwell]

Integration overview

We are pleased to share the news that a new third party integration is now available for Xplan users. 

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress does not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

Integration summary

Scanshare Capture is the powerful yet easy-to-use solution that lets you integrate your paper-based workflows.

Software type: Document Management

Locale(s):  Global

Contact details for integrator: https://support.scanshare.com or support@scanshare.com

Website for integrator: https://www.scanshare.com

Description provided by the integrator:

Scanshare Capture is the powerful yet easy-to-use solution that lets you integrate your paper-based workflows, inbound emails and faxes to your document management systems, databases, corporate file servers and content management applications.Paper processing and digitizing can be very difficult and time consuming. Scanshare helps you improve efficiency by reducing the time needed to scan, process and file these documents. The user friendly and intuitive scanning client enables the users to enter key information (variables) at the time of scanning, directly at the panel of your office multifunctional device. Scanshare Capture analyses, processes and delivers the digital documents to the destination of your choice.

Setup instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.

In Xplan: 

This integration follows the Standard Integration pattern:

• If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.   
• If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
• If you outsource your site administration to Iress:  This integration has not yet been enabled. Please contact your Iress Account Manager to progress this on your behalf. Terms and conditions are included in your managed service agreement. For details, see our website under Integrations available via Iress Open (Xplan and Private Wealth).

In your third party integrator software: 

The Third Party has supplied this setup guide and video.