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Begin your CCH Document Management journey with simple data entry steps
Last update: CCH Document Management
Edit - Check Out Documents
This document provides a comprehensive guide on how to check out and manage documents within a document management system. It outlines the steps for checking out documents, identifying checked-out documents, and the options available when closing a document. Additionally, it discusses integration with OneDrive for collaborative work and includes instructions for undoing a document checkout. Key features include locking checked-out documents, read-only access for other users, and the ability to check documents back in. It also presents options for saving changes upon closing the document.
CCH Document Management
Adding Multiple Documents
The document explains how to add multiple documents to a system using the Add Documents feature. Users can select multiple files from a folder on their workstation or server. The process involves using the Add button or F10 to open a window where files can be selected. Entire folders, including subfolder contents, can also be uploaded in one go. After selecting documents, users can review, edit filing information, and confirm the upload. Additionally, the Auto populate feature can help apply classifications swiftly, and unnecessary rows can be deleted from the upload screen.
CCH Document Management
Get Started
The Document Center is a central feature of CCH Document Management, accessible through various areas including Contact, Client, Assignment, Employee, and Global Documents. It provides diverse functionalities such as document creation, searching, and previewing, along with detailed property display and an audit trail of changes. The center allows users to customize document access based on context, enhancing efficiency by linking documents to multiple contacts to reduce duplication. Overall, it serves as a comprehensive tool for managing and organizing documents within CCH Central.
CCH Document Management
Add Documents Overview
This document provides detailed instructions on how to use the "Add Documents" feature in a document management system. It outlines the various options available within the Add Documents window, including mandatory fields, methods for uploading documents, and features for linking and categorizing documents. Key functionalities discussed include selecting libraries, automating data entry, handling attachments, and uploading documents while monitoring their status. The document aims to enhance user efficiency and document organization through clear navigation and actionable steps. Additionally, related resources for further assistance are included.
CCH Document Management
Adding Document for Client, Supplier or Contact
This document provides instructions on how to add existing documents to a Client, Supplier, or Contact within a management system. Users can initiate the process from the individual record or Find windows. The procedure involves clicking the upload icon, selecting documents, and completing mandatory fields such as File Name, Contact, and Type before finalizing the addition. It notes that the Library field defaults based on the opening context but can be changed. There are also links to related topics for further guidance.
CCH Document Management
Windows Explorer Extension - Send To
The document outlines the "Send To" functionality enabled by the CCH Document Plugin for Microsoft Office, which facilitates file uploads to Document Management directly from Windows Explorer. It provides instructions for activating this feature if it is not visible, including navigating to the installation directory and running the application. Additionally, it explains how to use the "Send To" option to upload files, guiding users through the selection and upload process step-by-step, ensuring easy document management integration.
CCH Document Management
Global Document Centre Overview
The Global Document Centre is an essential feature of CCH Document Management, offering comprehensive access to stored documents related to contacts, clients, suppliers, and assignments. Key functionalities include document creation, addition, and searching. The interface consists of four main sections: the Ribbon for document management options, a search tool for both basic and advanced queries, properties displaying document data, and a Document View for displaying search results. For further guidance, users can refer to resources on utilizing Document Centre features.
CCH Document Management
Create for Client (and Other Contacts) Filing
This document outlines the steps required to create a document for the Client Filing library using the CCH Document section. It details two primary steps: adding filing details, including fields like Library, Template, and Assignment, and adding mailing details, covering addressing information such as recipient, sender, and document specifics. The document provides guidance on utilizing dropdowns, editing capabilities, and defaults for various fields. It also explains options for managing document creation and whether to leave the document checked out for further editing.
CCH Document Management
Multiple Contacts Filing Overview
The document explains how to manage a single document linked to multiple clients or contacts in a document management system. It highlights that such a document will appear multiple times in both client and global document centers, facilitating easy identification of its associations. Users can link a document through the "Add Documents" window or the properties panel by selecting additional clients/contacts. Instructions include using the Ellipses button to access the Documents Contact window and adding multiple links to existing documents. Visual aids are provided for clarity.
CCH Document Management
Create PDF Collection
This document outlines a procedure for creating a PDF file from multiple selected documents within a Client Document Centre. It details the supported file types (.doc, .pdf, .txt, etc.) and notes that password-protected files are excluded. The steps include searching for documents, selecting them, and using the "Create PDF Collection" option. The resulting PDF will be indexed by the search result order and saved in the client’s Document Centre with a default filename based on the date, with the option to rename it in the Properties panel.
CCH Document Management
The Document Creation Wizard
The document outlines the process of creating documents using predefined templates through the Document Creation Wizard in CCH Central. It can be accessed via various Document Centers (Global, Client, Contact, Employee, Assignments) and multiple ribbon views. Users initiate the wizard by clicking the "Create Document" button, which opens a consistent window with context-specific options based on where the creation process is initiated. This facilitates streamlined document creation aligned with practice branding and layout.
CCH Document Management
Create for Supplier Filing
This document provides a detailed guide on creating documents for the Supplier Filing library. It outlines the necessary steps, starting from selecting a supplier record to accessing the "Create Document" window. The guide is divided into two main sections: adding filing details and adding mailing details. Each section includes key fields like library, template, addressing information, and more, along with their default settings and editable options. The document emphasizes user interaction with templates, contacts, and editing capabilities for personalizing the documents.
CCH Document Management
Check In Documents
This document provides instructions on how to check in documents within a system, ensuring that they are available for collaborative work. It details the steps to locate and check in a document from both Client or Contact records and the Global Document area, with options to do so via right-click or taskbar commands. Users can add comments regarding changes and check in multiple documents at once. The document also notes that checking in can be done from MS Word and MS Excel.
CCH Document Management
Add Document for Non-contact Filing
The document provides instructions for adding existing documents to a non-contact library via the Global Document Center. Users are guided to access the center through the "Documents" ribbon, click the upload icon, and utilize the "Add Documents" window. It highlights that the library field defaults to the last used library, and users can change it. Mandatory fields must be completed before submitting the documents, ensuring a smooth addition process. Visual aids are included to assist users throughout the procedure.