Creating Documents from Templates
Use CCH Document Management to create letters from templates
Last update: CCH Document Management
Document Templates Maintenance Screen
The Document Templates maintenance window allows users to manage templates for document creation. Features include a search function for finding templates by file name or description, options to expand and collapse template groups for easy navigation, and filtering capabilities across multiple criteria. The window displays a grid with various columns related to template details, and offers tasks such as adding, editing, deleting, and checking in templates. Users can customize their view settings, which are saved for future sessions, enhancing access to relevant templates in different Document Centres.
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.