Document Management Packs
Last update:CCH Document Management
CCH Packs: Document Management Implementation Consultancy
This document outlines the structure and objectives of an online consultancy session for implementing a document management system, specifically CCH Document Management. The session, lasting up to 3 hours, aims to refine document management processes, set up security measures, and create a standardized letter template. Participation is encouraged from business decision-makers and administrative staff to facilitate smooth implementation. Attendees should be familiar with existing systems and come prepared with relevant materials. The agenda includes reviewing current systems, understanding CCH functionalities, and discussing document management policies. Resources for additional learning are also provided.
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.