How To
CCH Document Management: End User Training (10091230)
CCH Document Management
Overview
This single online session covers all elements of document management which will be used on a daily basis and provides training in using CCH Document Management within CCH Central to create, add and retrieve client and non-client documents.
Course Duration: The online session will last up to 3 hours. The onsite course will consist of two sessions, lasting 3 hours each, i.e, 6 hours
Key Objectives
- To ensure the delegates are able to apply knowledge when processing all types of documents that require filing via create, add, email and scanning
- Utilise available functionality when retrieving, reviewing and updating stored documents
Course Contents
|
|
Pre-requisites
Attendees should adhere to the Training session Guidelines.
All attendees should have a good understanding of CCH Central
Who is this course designed for?
All members of the business
Note: This training is available as a show and tell format online or onsite over two sessions for up two groups of delegates
Useful Resources
- eLearning courses - online courses that provide you with an overview and insight into our software
- Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software
- Webinars - sessions for you to attend and learn from
- Customer Onboarding Glossary - Our terminology explained for customers
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.