startCCH Document Management: essentials training online (10133823)
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CCH Document Management: essentials training online (10133823)

CCH Document Management
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Training SessionsCourse OutlinesCCH Packs

    Overview

    CCH Document Management is a complete document management system with all client documentation created, stored, retrieved, and maintained in CCH Central. The accompanying Microsoft™ plug-in integrates with Word™, Excel™ and Outlook™. The Document Management system uses a tag and retrieve approach, and client documentation is safely secured in a GDPR compliant environment. 

    Prerequisites

    All delegates should have completed CCH Central: essentials  

    Objectives

    To understand how to navigate, store, retrieve, and create documents 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

    • CCH Document Management structure 
    • Client Document Centre
    • Global Document Centre
    • Document homepages
    • Microsoft plug-in. 

    Who is this course designed for?

    All employees in a practice who interact with documents will benefit from this training to maximize the value of the product. 

    Useful Resources

    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 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.