Product Guides
Here you’ll find product guides to assist in using CCH Document Management.
Last update: Working with Documents
Once you’ve finished working with a document you must check it in so others can work on it. You can link, edit and sort documents, check the version history and create a PDF collection.
Scanning
There are two methods of scanning; photocopier (MFD) scanning and scan module – USB twain device scanning.
Creating Documents from Templates
Documents can be created based on predefined templates that match practice branding and layout. Learn how the Document Creation Wizard works.
Workflow Integration
Document workflows can be attached to documents via the Add Document window, the Create Document window or a Document Centre.
MS Outlook email filing Plugin
The email filing module integrates with MS Outlook and provides functionality to store emails within CCH Document Management.
Managing Templates
Learn about the document templates maintenance screen and create, edit and add templates.
System Administration
The System Administrator must complete tasks to configure CCH Document Management for your organisation to enable you to add documents.