Welcome! This is a guide to the SS&C Chorus DA Support page, SS&C Chorus DA Developer Support. 

Sign up to get access to all our support tools where we have plenty of content waiting for you including tips and tricks for optimal digitization. It's free!

Note: This article is about the contents of our support page. If you wish to learn more of what SS&C Chorus Document Automation is about, check out the article: Welcome to SS&C Chorus DA!

Once you log in, you will have full access to the SS&C Chorus DA Developer Support resources including our knowledge base, ticketing system, & discussion forum. Head over to the Solutions page to learn more about how you can use SS&C Chorus DA to digitize your forms. 

DA Developer Solutions 

The knowledge base is organized in a detailed step-by-step instruction of how to use the product. Template Setup & Digitization, is an easy track guide to set up a Template for digitization & sending  files for digitization.

 

STEP 1: Field Creation

Customize your fields for capture. This is a required step before the fields can be placed on the template for data extraction. 

STEP 2: Template Definition

Upload a clean, blank form as your template. You can add versions to accommodate all the possible form types. Your template will help identify which forms require specific pieces of data to be extracted. 

STEP 3: Field Placement 

Place and resize fields on your templates to capture where the data would appear on a form.

STEP 4: Batch Submission 

Submit a batch (set of files) through the UI for digitization with READ. After it has been digitized, access your data and see how we did! 

The Template Setup User Manual is a step by step series designed to encompass the implementation of all your forms from start to finish to ensure smooth form-to-template matching & and high data quality. 

STEP 1: Version Discovery

Determine the optimal amount and organization of sheets to upload in the Chorus System.

STEP 2: Template Definition & Field Placement 

Tackle complex template definition & field placements scenarios with these tools to improve your setup results (This section directly maps from Steps 1-3 from the Template Setup & Digitization section).

STEP 3: Document Recognition Configuration

Learn how your form submissions match to your templates & identify the required changes necessary to improve form-to-template matches. 

STEP 4: Data Quality Review & Analysis 

Evaluate your template build and data quality using the REVIEW Interface & DQA Tool. 

DA Developer Tickets

Users will be able to submit and track their own tickets to Chorus through the DA Developer Support account.

DA Developer Forum 

Through the discussion forums, DA will release notes about new features and for Chorus users to provide feedback and share their product knowledge.