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.
Last update: CCH Document Management
Send and File
The document outlines the "Send and File" feature in Outlook for integrating with CCH Document Management. It details how users can set up the feature to prompt filing emails upon sending, with automatically populated fields based on stored contacts. Users can choose options such as deleting sent emails after filing and filing replies with the same settings. Additionally, it provides instructions for previewing documents before filing and managing task permissions for security groups to ensure all sent emails are filed appropriately.
CCH Document Management
Configuration and Maintenance
This document outlines the necessary configuration tasks for setting up CCH Document Management within an organization. It includes topics such as maintaining document types, employee filing permissions, libraries for document categorization, licensing, security protocols, and integration with workflows. Each section provides guidance on managing document archives, types, links, and shortcuts, as well as ensuring access controls are adhered to. Overall, it serves as a comprehensive guide for administrators to effectively manage and organize documents in the CCH Document Management system.
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
Document Preview Function
The document provides instructions for enabling and using the Document Preview feature in a software's Document Center. Users can right-click in the document list to show or hide the preview pane, which displays the first page of selected documents. It also offers tips for resizing the preview and explains how to detach the preview into a separate window, which can be resized and moved to different monitors.
CCH Document Management
Customising Outlook
This document provides a step-by-step guide for using Microsoft Outlook's conditional formatting feature to color code emails that have been filed to Document Management. It outlines the process starting from accessing the View Settings, adding a new rule, selecting fonts and colors for filed emails, and setting conditions for the rule. The guide aims to enhance email organization and visibility.
CCH Document Management
Managing Document List
The document outlines how to customize the Document Center List to meet user requirements by altering column visibility and arrangement. Users can add, remove, or reposition columns through the Field Chooser and ensure they are focused on one client tab at a time. Additionally, it explains how to group documents by column headers, allowing users to expand or collapse groups for better organization. Changes made to the layout, including grouping settings, are retained upon reopening the Document Center. The document includes visual aids to assist users in navigating these features.
CCH Document Management
Email Filing Options
The document provides an overview of CCH Email Filing Options, detailing tools and configurations available for email management. Key features include login/logout options, settings for filing and searching emails, and customization of display orders and limits in the filing panel. It also discusses the behavior of the system such as deleting emails after filing, quick filing features, and options for managing sent and received emails. Users can adjust settings for client and supplier searches, and monitor folders for email activity, enhancing efficiency in document management.
CCH Document Management
Remove Old Shortcuts
This document outlines the process for managing document shortcuts, including how to send shortcuts via right-click and how to remove old shortcuts. It details the steps for clearing outdated shortcuts through the maintenance menu and explains how to select a date to delete all shortcuts up to that date. A visual aid is also included to assist users.
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
Home Page Controls
The document outlines the functionalities of the Central Home Page in CCH Central, focusing on custom data views for Document Management. It describes two main controls: Document Tasks, which provides task options including an “inbox,” and Document Centre, showing recent or checked-out documents. The text details various view options within these controls, common functions like editing and task management, and the available columns to customize views. It also emphasizes the importance of retaining layout changes and offers guidance on task completion and document handling operations.
CCH Document Management
Document Tasks
The document outlines two key features for managing document tasks: the "Toggle group on/off" option and the "Bulk re-assign" functionality. The toggle feature allows users to select or deselect all items within a specific group in the Document Tasks grid, enhancing task management efficiency. The bulk re-assign button facilitates assigning selected documents to another employee, contingent on user permissions. A message will appear if no documents are selected or if the user lacks the necessary reassign permissions, ensuring proper control in task assignment.