System Administration
Document Management configuration
Last update: 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
The Document Viewer
The document outlines how to use the Document Viewer in Outlook to access and manage documents within a client/contact's Document Centre. Users can view, preview, or open documents as read-only and are advised to use the CCH Document plugin or Central for editing. It also includes instructions for searching documents within the results and clarifies that deleting a document in the Outlook view does not remove it permanently.
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
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 It details the steps for clearing outdated shortcuts through the maintenance menu and explains how to select a date to delete all shortcuts up to that date.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
Security
This document outlines the security model for CCH Document Management, emphasizing task permissions, data security, and document type security. It describes how task permissions control user access to system areas, while adhering to security measures defined in CCH Central. Data security restricts visibility of clients and assignments, preventing access to associated documents for unauthorized users. Additionally, document type security manages user access to various document libraries and types, delineating permissions for viewing, editing, and adding documents. Users lacking permissions will not see restricted libraries or document types within the system.
CCH Document Management
Document Archive and Destruction Dates
The document outlines the process of setting archive and destruction dates for document types in a document management system. It details accessing options via specific menus, establishing default and custom dates for document types, assignments, and individual documents. Additionally, it describes how to report documents due for archive or destruction using the Global Document Center, allowing users to take action on selected documents through the interface.
CCH Document Management
Document Types
The document provides instructions on how to use the Document Types window in a document management system. Accessible through the menu path File > Maintenance > Document Management > Document Types, users can create and manage different document types by entering their names, selecting system types, and enabling or disabling them. The document highlights that the first row is available for new entries, and document types can be deleted only if they are not in use.
CCH Document Management
Merge Fields - Non-contact
This document outlines the available merge fields for non-contact related templates, detailing each field's name, relevant windows, tabs, and the source sections for populated data. Key fields include document identifiers such as "FileName" and "DocumentId," as well as address components like "Address1," "Town," and employee-related fields such as "CreatedBy," "FromEmail," and "SignatoryRole." The document serves as a reference for configuring templates within a specific library, ensuring users can effectively utilize the correct fields for document creation.
CCH Document Management
Merge Fields - Supplier
This document provides a comprehensive list of merge fields available for supplier-related templates. It details various fields such as FileName, ContactId, and Address components along with their sources, including specific sections and tabs within the supplier and employee records. The fields are categorized by their relevance to supplier information, employee details, and document creation parameters, facilitating streamlined data integration in document generation processes.
CCH Document Management
Merge Fields - Employee
This document provides a comprehensive list of merge fields specific to employee-related templates, outlining the fields, the source windows, and their respective sections. Each merge field is categorized by its name (e.g., FileName, DocumentId), the window from which it is populated (e.g., Employee Details), and the specific tabs and sections where the data is located (e.g., Document Centre, Personal). The information serves as a guide for users to understand and utilize the merge fields effectively within their employee templates.