The eCandidus™ Desktop has a variety of tools that allow you to process your incoming mail into the system.

Mail as Office Memos

The easiest way to integrate mail into the eCandidus™ Desktop is to convert it into Office Memos.  This is done using the Mail:To Office Memo tool, which allows you to scan incoming mail and convert it to an Office Memo that is assigned to a case (property, etc).  This option works well when the individual mail is not over five pages long.

 

Mail as Document Manager

To handle larger volume of mail, you have two sets of tools available:

Small Volume

You can handle small volume of mail, with each individual piece having any number of pages, by using the Mail:To Document Manager tool.   Similar to the tool described above, you can scan mail and attach it as pages in a managed document attached to a case (property, etc.)

Large Volume

When larger volumes of mail need to be processed, the process is broken down into three steps:

•  Scan the mail using eCandidus™ Document Feeder
•  Assign each scanned job to a case (property, etc.) using the Mail:From Document Feeder tool
•  Place the assigned job into a document category using the Mail:From Document Feeder tool, either by naming them or via the Document Bar.

You can also use the Mail:To eCandidus™ Database and the Synchronize:From eCandidus™ Database tools, to place assigned jobs into a document category, either by naming them or via the Document Bar.