How To
Adding Document for Client, Supplier or Contact
CCH Document Management
You can add existing documents to a Client, Supplier, or Contact either from within the individual record, or from any of the Find windows. If you are in one of the Find windows you need to select the relevant contact by ticking the selection checkbox.
Add Document
Click the Upload icon from the Ribbon Bar. The Add Documents window will open.
Note: The Library field will default to the one relevant to where you opened the Add Documents window. You can change the library using the dropdown selector.
Click the 
Depending on the defaults that are set for your system some fields are be automatically populated. If there are any mandatory fields (File Name, Contact, Type) not completed this will be highlighted. When all relevant fields have been completed click OK. Assignment, Job are advised to be selected when filing against a client.
Related documents
CCH Document Management 2025.1: Release Notes
The CCH Document Management 2025.1 Release Notes detail the installation process using the Central Suite Installer and highlight new software enhancements, particularly for integrating with CCH iFirm's AML, Personal Tax, and Accounts Production products. Key features include enabling document saving, managing document types, setting default assignments, and adjusting monitoring configurations for filing documents. Additionally, troubleshooting tips are provided for issues related to document visibility within a client's Document Centre. The document emphasizes the importance of user permissions and system settings to ensure proper functionality.
CCH Document Management 2026.3: Release Notes
Release Notes for the CCH Document Management 2026.3
CCH Document Management: enhanced training online (10133824)
This document outlines an enhanced training course on CCH Document Management, focused on customization, delegation, and preferences for document handling. Prerequisite completion of the essentials course is required. The course, lasting 3 hours and delivered via the CloudShare platform, aims to deepen participants' understanding of advanced features in document management. It is designed for document-focused roles, covering topics such as document structure, client document centers, and email filing. Resources for further learning are also provided.
CCH Document Management: essentials training online (10133823)
The document outlines a training course for CCH Document Management, a comprehensive system for managing client documentation within CCH Central. Participants will learn to navigate, store, and retrieve documents using a Microsoft plug-in in a GDPR compliant environment. The course is designed for all employees who handle documents, lasts 3 hours, and employs the CloudShare interactive training platform. It includes various topics related to document management structures and offers additional resources for further learning. Completion of CCH Central essentials is a prerequisite for attendees.
CCH Packs: Document Management Implementation Consultancy
This document outlines the structure and objectives of an online consultancy session for implementing a document management system, specifically CCH Document Management. The session, lasting up to 3 hours, aims to refine document management processes, set up security measures, and create a standardized letter template. Participation is encouraged from business decision-makers and administrative staff to facilitate smooth implementation. Attendees should be familiar with existing systems and come prepared with relevant materials. The agenda includes reviewing current systems, understanding CCH functionalities, and discussing document management policies. Resources for additional learning are also provided.