startSaved Searches
How To

Saved Searches

CCH Document Management
Last update: Reading time 1 minutes
Searching

    Saved Searches 

    A frequently executed search query within a search panel can be saved for future use. T
    Time to retrieve the documents is reduced as search fields can be prepulated when query is recalled.
    Once a search has been completed and results match requirement simply click SAVE 

    clipboard_ee00f542d6b5ca9188dd550629fde39ea.png

    Run Saved Searches 

    In the search panel, bottom left, click Open Search.

    clipboard_ec230d38006e1ce2f4ea7393a764160ec.png

    In Select Search, double-click the name of search filter you want to run or select it and click OK.

    Delete Saved Searches 

    Saved searches that are saved but no longer required can be deleted.
    Within Open search window simply hightlight given search and click Delete

    clipboard_e8619e59ddfcd4ff80a5619d693187441.png

    Edit Saved Searches 

    Saved searches  can be further enhanced, altered using Advanc Search functionality.
    Within Open search window simply hightlight given search and click Edit.
    Search query will be loaded into the Advance Search Query editor to allow for modification.

    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.