Homepage
Last update:CCH Working Paper Management
Homepage
This document provides a step-by-step guide on setting up the homepage for CCH Working Paper Management. It covers selecting a view, customizing the layout using the Toolbox, resizing components, accessing hidden columns, and applying filters. Additionally, it explains how to add tabs for notes, links, and sign-offs, and concludes by instructing users to save their changes and rename the homepage.
CCH Working Paper Management
Homepage for Working Papers
The document describes the features and setup process of the Working Papers homepage, which allows users to manage their workflows efficiently by viewing notes, links, and sign-offs in one location. Users can customize the homepage by selecting and arranging various elements, revealing hidden columns, and saving settings for future access. Additionally, users can easily navigate to specific clients by double-clicking entries on the homepage.