How To
CCH Document Management: Templates Training (10091231)
CCH Document Management
Overview
This single practical interactive online session provides training in setup and maintenance of the template components of CCH Document Management within CCH Central.
Course Duration: This session will last up to 3 hours.
Key Objectives
- The delegates will be able to access and utilise the template maintenance tools of CCH Document Management within CCH Central.
- Ensure delegates can maintain CCH Document Management templates in line with their company policy and procedures.
Course Contents
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Pre-requisites
Attendees should adhere to the Training session Guidelines.
All attendees should have a good understanding of CCH Central with appropriate task permissions and MS Office plugins installed on their local systems.
All attendees should have a working knowledge of MS Word software and the appropriate level of security access to CCH Central/ CCH Document Management.
Who is this course designed for?
CCH Users / employees that have responsibility for managing CCH Central Templates for CCH Document management
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
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CCH Document Management 2026.3: Release Notes
Release Notes for the CCH Document Management 2026.3
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