How To
CCH OneClick: Messages & Documents Training (10091315)
CCH OneClick
This single online session provides training on the process to activate different Client types, and how to exchange messages and documents with them.
Overview
This single online session provides training on the process to activate different Client types, and how to exchange messages and documents with them.
This course provides training in using the Messages & Documents features of CCH OneClick within CCH Central and the online Advisor Workspace.
The training covers how to send secure messages, exchange documents, and send documents to your Clients for approval.
Course Duration: The session will last up to 3 hours.
Key Objectives
- To review configuration settings for best practice
- To ensure delegates are able to activate individuals and organisations to use Messages & Documents
- To ensure delegates understand the activation process from the Client's viewpoint
- To understand how to exchange messages and documents with Clients, with and without approval
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.
Who is this course designed for?
CCH Users / employees who need to send secure messages and documents to Clients using CCH OneClick.
Note: This online course is in a 'show and tell' format, either as part of the CCH OneClick: Full Suite Training, or as a stand alone module.
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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