Messages and Documents
Give your clients access to a secure online portal to safely exchange sensitive information using Message and Documents.
Last update: CCH OneClick
Messages and Documents
The document describes the "Messages and Documents" feature, an electronic communication and document exchange tool integrated within CCH OneClick. It enables secure sharing of sensitive information via a dedicated online portal, facilitating closer collaboration between clients and advisors. The content provides links to guides on utilizing the feature within different environments, as well as a FAQ section for common queries.
CCH OneClick
Using messages and documents in CCH Central
The document describes the "Messages & Documents" feature in CCH OneClick, enabling easy online communication and file exchange between professionals and clients. It details the "Message Centre" subtab, outlining functionalities like message threads, sending and responding to messages, and document management. Users can create messages, attach files, request document approvals through eSign, and track document statuses. The platform facilitates collaboration by allowing reviews and edits before sending messages to clients, enhancing client engagement and document management efficiency. Overall, it aims to streamline communication processes in professional settings.
CCH OneClick
Using messages and documents in the advisor workspace
The document outlines the functionality of the "Messages & Documents" feature in CCH OneClick, enabling secure online communication and file exchange with clients. It describes the dashboard for managing messages, including conversation threading, read receipt capabilities, document approval statuses, and client record interactions. Users can send and respond to messages, manage multiple recipients, and view a complete message history. The feature is currently in beta, with some permissions not yet applied, and does not support attaching files or draft messages. Navigation options are provided for both desktop and mobile devices.