startConfiguration and Maintenance
How To

Configuration and Maintenance

CCH Document Management
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Configuration

    Topics in this Section

    Before you can add documents your system administrators need to complete tasks to configure CCH Document Management for your organization. 

    Maintenance topics

    • Document Archive & Destruction Dates

      The Document Types window allows you to create document types and also enable or disable their use.

    • Document Types

      The Document Types window allows you to create document types and also enable or disable their use.

    • Employee Filing

      The Employee Filing library type can be used for personnel related document storage. Employees will only be able to access their own documents unless they have reportees. Where an employee does have reportees they will also be able to access documents filed against employees who are below them in the reporting chain.

    • Libraries

      Document Libraries  - methodology  used to group filed documents based on common relationship / subject matter

    • Libraries and Types

      The Libraries and Types window allows you to link document types to libraries. This means that only relevant document types are displayed when you select a library in Document Management. The Document Types window is accessed via Maintenance > Document Management > Document Types.

    • Document Management Licencing

      Document Management licensing overview

    • Link Types

      You can link related documents together and specify the relationship between them by selecting from a predefined list of link types.  Add or edit the list of types in Maintenance > Document Management > Link Types.

    • Remove Old Shortcuts

      Shortcuts to a document can be sent to others by right-clicking on a document and selecting either Copy Shortcut or Email Shortcut. This section allows you to remove old document shortcuts that have been sent to others.

    • Security

      CCH Document Management follows the standard security model used in CCH Central; this is governed by the use of task permissions.  In addition Document Type security is used to control access to different types of document. Any Data Security by both Client and Assignment, and Team Security that is in place for Central will be adhered to.

    • Workflows

      Various options are available within the maintenance area to setup and activate integration between Document Management and Workflow. This section cover the section in File > Maintenance > Document Management > Workflows. Further information can be found in the Workflow section.

    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.