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Product Overview
CCH Document Management allows you to digitally store, share, and manage all your documents whatever their source.
Last update: With CCH Document Management you’re able to:
- File all emails and related documents in a single, central location
- Let CCH Document Management identify emails and documents that it can file against the correct contact with minimal intervention
- Create standard documents from easily edited templates, pre-populated with the contact information held in CCH Central
- Automate the movement of letters and documents through the practice by applying workflow templates.