Integration with other CCH software
CCH Working Paper Management, integrated within CCH Accounts Production, lets users create and store working papers automatically in the client’s document repository, with files accessible either through full CCH Document Management or the included light version.
Last update: CCH Working Paper Management
Using Working Papers within CCH Accounts Production
This document outlines various functional topics related to the CCH Working Paper Management system. Key areas include adding and deleting folders and working papers at both client and master pack levels, editing documents in Excel and Word, and configuring folder structures. Additional topics cover printing, renaming and resequencing papers, sign-off roles, and utilizing features like sticky notes and summary panels for effective management of working papers.
CCH Working Paper Management
Integration with CCH Document Management
This document outlines the integration of CCH Working Paper Management with CCH Document Management, emphasizing that all documents created within working papers are stored in the client's document store. Users with the full version of CCH Document Management will see these documents categorized as Working Papers in the document center. Additionally, users with a limited version have access to essential Microsoft Word and Excel plugins.
CCH Working Paper Management
Document Security (for CCH Document Management Users)
The document provides instructions for setting up rights for working papers. It directs users to navigate to the security settings under "File > Maintenance > Security > Document Security". The default setting grants all users full access to the working papers document type.