Known Issue
CCH Document Management - Known Issues
CCH Document Management
CCH Document Management - Known Issues
Last update: 30 September 2025
| Date Raised | ITS | Description | Workaround ( If applicable) | Scheduled/Resolved |
|---|---|---|---|---|
| 02/09/2025 | 68333 | Email Showing as Filed in CCH which is incorrect | TBD | |
| 01/07/2025 | 68300 | Assignment name does not appear on CCH Email Filing Toolbox if the main client name is too long | TBD | |
| 31/07/2024 | 68105 | AML report upload can fail if Users Windows Login has a space in it | TBD | |
| 24/06/2025 | 68300 | If there are multiple Correspondence In Document Types then Engagement Letter Update fails | TBD | |
| 12/06/2024 | 68076 | New Outlook. We have no tools similar to our existing plugin for this | TBD | |
| 03/05/2024 | 68031 | Email merge requires document check in permission | TBD | |
| 03/05/2024 | 68030 | Extra Flags do not work with documents | TBD | |
| 10/04/2024 | 68011 | Following a mail merge, emails are not displayed as sent | TBD | |
| 29/02/2024 | 67977 | When creating a document you loose the spell check | TBD | |
| 26/02/2024 | 67973 | Some changes to documents are not recorded against the employee | TBD | |
| 26/02/2024 | 67972 | Security permission [Maintenance][Document Management][Document Store Location] does not work | TBD | |
| 30/01/2024 | 67938 | Correct the Libraries and Types - Update button SP to catter for Assignments | TBD | |
| 24/11/2023 | 67895 | OneClick documents to be filed to Document Management with the Original Date | TBD | |
| 24/11/2023 | 67894 | Problems checking Working Papers back in - if you do not have Document Management | TBD | |
| 10/05/2023 | 66677 | Create PDF process inserts a '[number]_' at the beginning of the ticked Documents' Description where the Description is included in as a Grouped column, but it not the Top level grouping | Where not required, remove the Description column from the Grouping area. Or where Description grouping is required, remove the appended '[number]_' from the ticked documents after the Create PDF process has been completed. | TBD |
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