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CCH Document Management
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Getting Started

    Document Center is at the heart of the Document Management.  All functions and features are focused here.
    Document Center can be access via number of areas in CCH Central. 

    Contact Record
    Client Record
    Assingment
    Employee
    Global Documents

    The scope of documents accessible will vary based on where the Center is accessed from.

    • Document Center Features

    • Global Document Centre Overview

      Global Document centre is the core of CCH Document Management and provides access to all stored documents stored for contacts, clients, suppliers and assignments. Some of the features of Document Centre include: creating, adding, and searching for documents. To learn more about using these and other features see: Working With Document Centre.

    • Document Properties Panel Overview

      The Properties panel within Document Center is utilised display detailed information about the currently selected document and carry out specific actions on its configuration

    • Document Preview Function

      Whilst using Document centre you can preview the first page of a document.

    • Audit Trail Overview

      Audit Trail displays the history of changes made to the properties of a document.

    • Contextual Document Centre Overview

      Contextual Document Centre allows focus of documents provided to the user to be narrowed based on desired scope. Utlised within Contact, Client, Employee , Supplier details.

    • Document Flow Function

      Visual Document Preview, an alternative to the default document list

    • Managing Document List

      Document List can be modified , information displayed can be set to fit in the user requirements

    • Multiple Contacts Filling Overview

      Client / Contact documents have ability to be linked to multiple entities. This remove duplications of files

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