External Document ID for INVU

Article ID

ias-4711

Article Name

Created Date

18th October 2007

Product

IRIS Practice Management

Problem

Within Practice Management it's possible to store electronic documents. For example Automail documents, reports, word documents and more. IRIS works with 3rd party document management systems INVU and Easy to provide additional document management features, such as legal admissability. I have many documents with the same name for the same client. For example, client A001 has four tax return covers. How can I tell which one is which in Easy/Invu? For example, tax return cover.

Resolution

The ‘External Document ID’ column in Communications tab will show you the corresponding reference number for the document which is stored in INVU. To add this column, follow these steps:

Open IRIS Main Menu and click on IRIS Practice Management

The Staff Control Panel will be displayed

Go to Launch | Client Lookup

Highlight a client (e.g A001), click on View

Go to the ‘Communications’ tab

Click on ‘Configure’

Tick thr box ‘External Document ID’

Click ‘OK’

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