Working with Documents
Last update:CCH Central
Documents tab
The Documents tab is a feature for managing documents linked to contacts and clients, facilitating better document organization and access within a practice. Users can create or link various file types, including Word, Excel, PDFs, and multimedia files. It allows easy addition, linking, and deletion of documents without storing copies of original files. The tab also enables users to create new documents based on templates or link to existing files and folders on the system, streamlining document management while highlighting the need for separate backup procedures.
CCH Central
Defining Document Mailing Settings (CCH Central)
This document outlines the process for configuring document mailing settings in CCH Central, detailing steps to access mailing settings and specifying key configurations like folder paths, greeting formats, and names used in letters. It also includes instructions for resetting mailing names for clients to align with defined settings, along with a caution regarding overwriting existing mailing names. Users are guided through necessary tasks and advised to save changes effectively.
CCH Central
Defining Document Creation Settings (CCH Central)
The document outlines the procedure for defining document creation settings within a software application under the "File > Maintenance > Documents" menu. It details how users can set the location and format for client and contact documents, including various algorithms for assignments, clients, contacts, tax receipts, VAT receipts, and word billing. The process involves accessing the Document Creation Settings window, modifying specific fields as needed, and saving changes. Visual aids and detailed steps are provided to facilitate user understanding.