Product Guides
Here you’ll find product guides to assist in using CCH Workflow.
Last update: Workflows
Discover more about Workflows; attaching, assigning jobs, overdue and progressing workflows. Learn more about the homepage and tasks.
Reporting
You will have the ability to export to MS Excel from the Workflow homepage grid.
System Administration
The system administrator has access to set the workflow email server, apply security settings, troubleshoot issues and access the Workflow Management Console.