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Get Started with CCH Document Management​

Get up and running with CCH Document Management as quickly and efficiently as possible.
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Product Overview
CCH Document Management brings together information, including emails, and stores it centrally. Because it’s part of CCH Central, documents are filed against the correct contact with minimal intervention.
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Preferences and Settings
Document Centre is at the heart of CCH Document Management and can be accessed via a number of areas in CCH Central.
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Begin Data Entry
Build a strong foundation in CCH Document Management with guided data entry essentials.
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