startThe Document Creation Wizard
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The Document Creation Wizard

CCH Document Management
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Document Handling

    Documents can be created based on predefined templates that match practice branding  and layout. There are various points where you can create a document, these are covered in this section.

    The Document Creation Wizard Edit section

    The wizard facilitates creation of documents based on predefined templates. It is started using the Create Document button within the CCH Central taskbar  ribbon.

    The wizard can be primarily accessed via the Document Center

    Global Documents
    Client Document Center
    Conctact Document Center
    Employee Document Center
    Assingments Document Center

    It is available in various ribbon views windows

    Find Contacts
    Find Clients
    Find Suppliers
    Find Employees
    Find Assignments .

    To open the Document Creation Wizard click Create Document on the Task Bar.

    Whilst the same window will open regardless of where you open it from, different options will be available based on the context that the creation process has been started around.

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