We act as a registered office for our clients and therefore receive client correspondence to our office which we have to pass on. How do others deal with this as we have found you can only scan the document into your triage where it cant be renamed at a document level. Is there a way to have the document come into your triage and be renamed from there without having to rename the email title?
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Hi 
It sounds like you are scanning mail straight to an email address. I wonder if you are able to connect a scanner to the computer and then use Adobe’s built in scanning features to process the documents after scanning them before forwarding them on.
HI! Thanks for that its something we could look into. Do many others deal with client documents that are not related to accounting work? we have a med - high volume of things such as court papers, parking tickets, deliveries of materials etc that we take responsibility for getting to the client. is this unusual or would these class as things you would not deal with in any capacity?
We don’t deal with stuff like that, but I use a service that does, so I’m familiar with the model and I think it makes a lot of sense at the accounting level, though I’ve most often seen it handled by law firms and mail processing/personal mailbox providers.
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