startCCH Document Management: expert training online (10133825)
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CCH Document Management: expert training online (10133825)

CCH Document Management
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Training SessionsCourse Outlines

    Overview

    The CCH Document Management: expert training guides users through maintenance setup, helping document administrators keep the firm’s document templates up to date, manage user permissions effectively, and plan for future library requirements. 

    Prerequisites

    • CCH Document Management: essentials 

    • CCH Document Management: enhanced 

    Objectives

    To be confident making changes in the maintenance area of CCH which will affect the use of Document Management. 

    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

    • Libraries 

    • Document Management configuration 

    • Document Types 

    • Client Document Types and Assignments 

    • Template management 

    • Document Bulk Update 

    • Destroying documents 

    • Email Plugin permissions. 

    Who is this course designed for?

    This expert level course is intended for individuals with document administration responsibilities and superuser permissions. It is ideal for those who manage and maintain the CCH Document Management structure, including updating document templates, controlling user permissions, and planning future library configurations. This training is not designed for everyday users but for those responsible for maintaining, editing, and upholding the entire document management framework 

    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.