startCreate for Non-contact Filing
How To

Create for Non-contact Filing

CCH Document Management
Last update: Reading time 3 minutes
Non Contact Filing

    Documents can be created for non-contact filing libraries from the Global Document Centre. Click Create Document in the CCH Document section of the Task Bar to open the Create Document window.

    Step 1 of 2  Add filing details

    window_CreateDocument1_NonContact.png

    Field

    Note

    Filing Details

    Library

    The library that the document will be filed to. Defaults to the last selected non-contact library. Only non-contact libraries will be included in the dropdown selector.

    Template

    The template that will be used to create the document. Defaults to last selected template. Click on clipboard_e42f9ff91a2d1c2cd66e1bdbab597315c.png to list the most recently used, or clipboard_e1cdc1a1a357407967265d833cf90d938.png to open the Find Templates window.

    File name

    Defaults to the file name from the selected template, but can be changed.

    Assignment

    Disabled. Not applicable for non-contact filing.

    Job

    Disabled. Not applicable for non-contact filing.

    Type

    This will be automatically populated based on the selected template. Use the dropdown selector if you want to change this type.

    Description

    A free format text box. The description can help you identify the document. The dropdown list recalls the last 10 descriptions used.
    Extra Will be enabled if the Type selected has extra fields associated to hold additional document tagging information.

    Action

    Type

    Will default to Task or Workflow based on whether you have CCH Workflow activated or not.

    Employee

    Only applicable where the Type is Task. Select the employee that the task is being assigned to. Click on clipboard_e42f9ff91a2d1c2cd66e1bdbab597315c.png to list the most recently used, or clipboard_e1cdc1a1a357407967265d833cf90d938.png to open the Find Employees window.

    Action

    Only applicable where the Type is Task. Select the appropriate task action.

    Comment

    Only applicable where the Type is Task. An optional text field.

    Workflow

    Only applicable where the Type is Workflow. Entries are based on any preset defaults and your permissions as a user.

    Step 2 of 2  Add mailing details

    window_CreateDocument2_NonContact.png

    Field

    Note

    Addressing information

    To

    Defaults to blank. You can select a contact using the clipboard_e1cdc1a1a357407967265d833cf90d938.png button.

    FAO

    Only enabled if there is an entry in To that is not an individual. Use to select the contact within an associated company that the letter is directed at.

    Use related contact's address

    Only enabled if To is changed and will default to checked. Uncheck the box to use the original contact's address.

    Address

    Use to select which address to use where there is more than one associated with the contact in the To field.

    From

    Defaults to the logged in user. To change this use the clipboard_e1cdc1a1a357407967265d833cf90d938.png button.

    Preview/edit letter information (these fields are all editable)

    FAO Mailing Name

    Only applicable if there is an entry in the FAO field. Will default to the mailing name of that contact.

    Mailing Name

    Defaults to the mailing name of the contact in the To field.

    Document Date

    Defaults to today. Can be edited if for example you are preparing a letter that will be sent at a later date.

    Salutation

    Defaults to the salutation for the contact in the To field, unless there is an entry in the FAO field.

    Heading 1

    Blank by default.
    Heading 2 Always defaults to blank. Allows the entry of additional heading/reference information.
    Signatory

    Select the employee in whose name the letter is being sent. This is for templates where the employee in the From field would not be the actual signatory.

    Click on clipboard_e545c7a9ce59529977e2792355e0dc736.png to open the Find Employees window.
    Leave document checked out after creation Defaults to selected. This will leave the document open for editing (and checked out) after creation. Untick this box if you want the document to be created, closed and checked in.

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