How To
Document Types
CCH Document Management
The Document Types window allows you to create document types and also enable or disable their use.
Document Types
The Document Types window is accessed via File> Maintenance > Document Management > Document Types.
Document Types Window Options
| Option | How to Use |
| Name | Enter the name of the document type. |
| Document System Type | This is a system created field. The available system types are listed in the drop down. Each system type can only be used once. |
| Enabled | The default setting for this check box is ticked. This results in the document type being available in the Libraries and Types window. |
The first row of the Document Types window is blank allowing you to enter details for new document types. You will only be able to delete a document type from the list if the document type is not in use within a library.
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.