Document Save

We have an in-house developed application that we use to create clients and matters. This data is then imported into Matter Centre using SQL jobs.We want to send out “welcome packs” to all new clients and “follow-up letters” to callers whose calls are classified as leads. As we use Matter Centre as a document management system, is it possible to save documents in the Matter Centre folders without using the Document Save Wizard, as this has to be an automated process?

There isn't a way of storing documents via the API that is 100% UI free. There is a class FWBS.OMS.UI.Windows.DocumentManagement.ImportDocumentCommand that resides in OMS.UI.dll (there's the clue to not being UI free).
Given the correct settings it will save without the UI unless it needs some input in which case it will try and launch the save wizard. The following is pseudo code:
FWBS.OMS.UI.Windows.DocumentManagementImportDocumentCommand importer = new FWBS.OMS.UI.Windows.DocumentManagementImportDocumentCommand(); importer.FileName = “FullPathAndFileName”;
importer.ToAssociate = AnyAssociateOnTheMatter;

FWBS.OMS.UI.Windows.SaveSettings settings = new FWBS.OMS.UI.Windows.SaveSettings(); settings.Printing.Mode = PrecPrintMode.None;
settings.Mode = PrecSaveMode.Quick;

importer.Settings= settings; importer.Execute();