Blog

Latest News and Updates

FuseDocs FAQ – Remote Access Requirements

To install FuseDocs on your system we require remote user access.  IT support for most of our FuseDocs users have set up a “FuseDocs” account with the same end user access as if it were for a staff member working remotely from home.

This account needs:

  • Access to a shared network drive that we can use to share the FuseDocs templates with your team; and
  • Access to your practice management and document management systems to allow us to tailor FuseDocs to meet your business’s needs.

We suggest you forward this request to your IT support who should be able to organise this for you.  Please send the access details and contact details for your IT support to your FuseDocs Implementation Consultant.

FuseDocs is installed as VSTO addon which we can usually install on the client side.  As it is a Microsoft Office customisation it shouldn’t require administration access. We will reach out and let you know if we have trouble installing this to use an alternative (MSI) installation method.

For IManage, Virtual Cabinet, Windows Explorer, and Nimbus users this is all that is required for us to get underway with your FuseDocs implementation.

For MYOB AE and How Now users we also need to install our FuseDocs Document Management System Service (FDDMSS). This Service runs on your File/SQL Server and gives FuseDocs access to your underlying Document Management System.  This is usually done in a screen sharing session between us and your IT support and should not take longer than 10 minutes.  This does not require any downtime of your service.  Please send contact details for your IT support to your FuseDocs Implementation Consultant so that we can schedule this session.

FuseDocs Remote Access Requirements Summary

MYOB AE  |  How Now  |  CCH Engagement IManage  |  Virtual Cabinet  |  Nimbus |  Windows Explorer  
  • FuseDocs remote account
  • FuseDocs Document Management System account
  • FuseDocs Practice Management System account
  • Shared drive access
  • Contact details for IT support
  • Install FuseDocs Document Management System Service (FDDMSS)
  • FuseDocs remote account
  • FuseDocs Document Management System account
  • FuseDocs Practice Management System account
  • Shared drive access
  • Contact details for IT support

 

For more information about installing, licensing, and configuring FuseDocs visit the Smarter Business Software support website or contact your FuseDocs Implementation Consultant.

 

Trudi SaulFuseDocs FAQ – Remote Access Requirements
Share this post

Join the conversation