Training Services
CCH Document Management Training Sessions
Last update: CCH Document Management
CCH Document Management: essentials training online (10133823)
The document outlines a training course for CCH Document Management, a comprehensive system for managing client documentation within CCH Central. Participants will learn to navigate, store, and retrieve documents using a Microsoft plug-in in a GDPR compliant environment. The course is designed for all employees who handle documents, lasts 3 hours, and employs the CloudShare interactive training platform. It includes various topics related to document management structures and offers additional resources for further learning. Completion of CCH Central essentials is a prerequisite for attendees.
CCH Document Management
CCH Document Management: enhanced training online (10133824)
This document outlines an enhanced training course on CCH Document Management, focused on customization, delegation, and preferences for document handling. Prerequisite completion of the essentials course is required. The course, lasting 3 hours and delivered via the CloudShare platform, aims to deepen participants' understanding of advanced features in document management. It is designed for document-focused roles, covering topics such as document structure, client document centers, and email filing. Resources for further learning are also provided.
CCH Document Management
CCH Document Management: expert training online (10133825)
The CCH Document Management expert training course focuses on maintaining and enhancing the CCH Document Management system. It guides document administrators in setting up maintenance, managing user permissions, and planning future library needs. Prerequisites include prior knowledge of essentials and enhanced CCH Document Management. The course, lasting 3 hours and conducted via the CloudShare platform, covers topics like document configuration, template management, and document destruction. It is designed for individuals with document administration responsibilities, not for everyday users. Additional resources for learning are also provided.
CCH Document Management
CCH Document Management: Templates Training (10091231)
This document outlines a 3-hour interactive online training session for CCH Document Management within CCH Central. It aims to equip attendees with skills to access and maintain document templates in compliance with company procedures. Key objectives include reviewing existing templates, creating and editing templates, understanding various template types and merge fields, and managing master templates. Prerequisites include familiarity with CCH Central, MS Word, and appropriate security access. The course is targeted at CCH users responsible for template management. Additional resources for learning are also provided.
CCH Document Management
CCH Document Management: End User Training (10091230)
This document outlines an online training session focused on CCH Document Management within CCH Central, designed for all members of the business. The session lasts up to 3 hours and covers document processing skills such as creating, adding, retrieving, and managing documents. Key objectives include enhancing knowledge of document management tools and functionalities. Participants are expected to have a good understanding of CCH Central and follow training guidelines. Additional resources like eLearning courses, bitesize videos, and webinars are also provided for further learning.
CCH Document Management
CCH Document Management: Champions Training (10091232)
This document outlines a training course on CCH Document Management, aimed at office champions. The course focuses on hands-on learning to effectively create, manage, and retrieve client and non-client documents within CCH Central. It comprises two sessions, each lasting three hours, covering topics like document creation, retrieval functionality, and document management procedures. Pre-requisites include familiarity with CCH Central and required software permissions. The course is suitable for all employees using CCH and provides links to additional resources, including eLearning and webinars for further training.