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CCH Document Management: enhanced training online (10133824)
CCH Document Management
Overview
Enhanced training will provide a more detailed overview of Document Management customisation, delegation, and preferences that can be applied to document files and document storage.
Prerequisites
All delegates should have completed the CCH Document Management: essentials course.
Objectives
To elevate existing knowledge and explore advanced document management features in the CCH Document Management product
Course duration
3 hours
Cloudshare: This course will be delivered using an interactive hosted training environment called CloudShare.
CloudShare provides a standardised virtual training environment for each attendee, enabling hands on interaction during the training session. You will receive a comprehensive set of instructions and recommendations prior to the training.
Course contents
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Who is this course designed for?
- This course is ideal for individuals in document focused roles who regularly create, organise, and manage documents. It is particularly suited for those responsible for filing and maintaining document structures. However, the training is also valuable for all team members, as it covers essential features such as detailed email filing, ensuring everyone can work efficiently within the document management system.
Useful Resources
- Wolters Kluwer Academy - online courses that provide you with an overview and insight into 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: 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.
Send and File
The document outlines the "Send and File" feature in Outlook for integrating with CCH Document Management. It details how users can set up the feature to prompt filing emails upon sending, with automatically populated fields based on stored contacts. Users can choose options such as deleting sent emails after filing and filing replies with the same settings. Additionally, it provides instructions for previewing documents before filing and managing task permissions for security groups to ensure all sent emails are filed appropriately.