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startHome PagePractice AdministrationCCH WorkflowGet Started with CCH Workflow​Preferences and Settings

Preferences and Settings

Set up dates, email notifications and work with standard workflow templates. Read about workflow catalogue for compliance and non-compliance workflows.
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Dates
Dates can be added as reference points when assigning a relevant deadline to a step in a workflow
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Introduction to the Workflow Homepage control
Introduction to the Workflow Homepage control
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Using Workflows
How to use Workflows
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Standard Workflow Templates
Workflow Templates for your use
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Email Notifications
Email notifications used in CCH Workflow
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