startCCH Document Management 2026.3: Release Notes
Release Notes

CCH Document Management 2026.3: Release Notes

CCH Document Management
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Latest Release

    CCH Document Management 2026.3 Release Notes

    Prerequisites

    Installing CCH Document Management 2026.3

    This release is installed using the Central Suite Installer. This ensures that all prerequisites are in place and that all the products for which you are licenced are installed in the correct sequence.

    Software Enhancements

    New configuration key

    A new configuration option, ThumbnailGeneratorEnabled, has been created to allow firms to disable thumbnail generation in CCH Document Management when advised by either CCH Support or by CCH Professional Services. By default, thumbnail generation remains enabled, and no action is required.

    The functionality will only be disabled if the ThumbnailGeneratorEnabled setting is manually added to the WKUK.CCH.Document.DocMgmt.WCFWindowsService.exe.config file and set to 0. When disabled, the Thumbnail Generation worker will stop running.

    To disable thumbnail generation, edit the WKUK.CCH.Document.DocMgmt.WCFWindowsService.exe.config file located within the 
    CCH Document WCF folder, and add the following entry within the <appSettings> section:

    <add key="ThumbnailGeneratorEnabled" value="0" />

    CCH Document Management 2026-3 Release Notes 1.png


    After saving the configuration file, the CCH Document WCF Service must be restarted for the change to take effect.

    Note: The configuration entry must be added exactly as shown above. If the entry is incorrect, users may encounter errors when reopening CCH Central. Additionally, if the service is not restarted, the configuration change will not be applied.

    Saving CCH iFirm AML Risk Assessment report into CCH Document Management

    Documents generated from CCH iFirm AML Risk Assessments can now be automatically filed in

    CCH Document Management, providing firms with a centralised location to store and access AML documentation directly from the client record.

    Important: This section applies only to firms for which Risk Assessment is their first AML product, or to firms that have not previously configured the synchronisation of AML reports into CCH Document Management. Firms that have already completed the AML document-filing setup for other AML products need only refer to the Activate monitoring of files section.

    Creating/checking a Document Type

    A new document type is not required for this feature if a Document Type is already associated with the following 'Document System Type' = AML Report. To identify if one is already present, navigate to: File > Maintenance > Document Management > Document Types

    CCH Document Management 2026-3 Release Notes 2.png

    If none is present, create a new document type, ensuring that AML Report is the Document System Type.

    Creating/setting the Document Type in Client Library

    Once a Document Type has been created, it needs to be added to the Client Library.

    Navigate to File > Maintenance > Document Management > Libraries and Types, select Client from the Library drop-down, and move the Document Type from Type not in Library to Types in Library.

    CCH Document Management 2026-3 Release Notes 3.png

    Setting a default assignment for AML

    To allow the saving of the documents from CCH iFirm AML, a new Default assignment for AML Report has been added to the Document - Types Tab in the Assignment Templates window.

    Navigate to File > Maintenance > Assignment > Assignment Templates.

    Against your nominated assignment, before ticking the 'Default assignment for AML Report' tick box, ensure that the AML Report Document Type has been moved to the 'Types in assignment template' column.

    Tick the 'Default assignment for AML Report' tick box. Only 1 assignment template can be marked as the default for AML.

    CCH Document Management 2026-3 Release Notes 4.png

     

    Changing the default assignment for AML Report

    To change the 'Default assignment for AML Report' from one assignment to another, ensure that the document type is available within the Types in the assignment template for the assignment you wish to move the default to, then tick the tick box and the following box appears:

    CCH Document Management 2026-3 Release Notes 5.png

    Yes - This changes the tick from the old assignment template to the newly selected one.

    No - Cancels the current operation and leaves the Default assignment as is.

    Validation messages

    If the AML Report Document Type is not in the Client Library, when ticking the 'Default assignment for AML Report' tick box, you will receive this message:

    CCH Document Management 2026-3 Release Notes 5A.png


    If the AML Report Document Type is not in the selected Assignments 'Types in assignment template', when ticking the 'Default assignment for AML Report' tick box, you will receive this message:

    CCH Document Management 2026-3 Release Notes 6.png

    If the AML Report Document Type is removed from the 'Types in assignment template' on the assignment, which is marked as 'Default assignment for AML Report', you will receive this message:

    CCH Document Management 2026-3 Release Notes 7.png


    Yes - This unticks the tick box and moves the AML Report document type to the 'Types not in assignment template'.

    No - Cancels the current operation and leaves the AML Report document type and 'Default assignment for AML Report' tick box as ticked.

    Note: If the AML Report document type is moved back to 'Types not in assignment template', all subsequent documents filed with the AML Report document type will have a blank assignment associated when selected within CCH Document Management. The assignment can be manually linked within the relevant Clients' Document Centre.

    Activate monitoring of files

    The following configuration keys are used to activate CCH Central to monitor documents available from CCH iFirm AML for filing in CCH Document Management.

    To active, navigate to File > Maintenance > User Defined > Configuration

    Risk Assessment

    Keyname = iFirm_EnableRAPolling, change the KeyValue from 0 to 1, to allow the saving of Risk Assessment PDFs.

    Keyname = iFirm_RAPolling, this value is set to 60 mins. Change the value to decrease or increase the interval between service monitoring checks.

    Note: The CCH Central Service must be restarted whenever the KeyValue is changed for iFirm_EnableRAPolling.

    Reporting

    The following Risk Assessment fields have been added to CCH Reporting and are available under the AML group within the Contacts area. These fields can be used in reports to provide greater visibility of AML Risk Assessment information synchronised from CCH iFirm AML:

    • Date Completed
    • Risk Level
    • Due Diligence
    • Next Review
    • Run By

    Quality Improvements

    Thumbnail Generation can cause locking issues

    Previously, in certain circumstances, thumbnail generation in CCH Document Management caused record-locking issues, preventing users from creating new documents or uploading existing ones. The thumbnail generation process has been updated to prevent these locking conflicts from occurring while users are working within CCH Document Management.

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    Legal Notice

    Disclaimer : Wolters Kluwer (UK) Limited has made every effort to ensure the accuracy and completeness of these Release Notes. However, Wolters Kluwer (UK) Limited, its staff and agents will not be liable for any errors or omissions and use of the software is subject to the customer’s licence with Wolters Kluwer (UK) Limited. These Release Notes should not be relied upon as a detailed specification of the system or the software. Wolters Kluwer (UK) Limited may make changes to these Release Notes from time to time. This is provided for informational purposes only. The information reflected in this document may be changed or updated without notice. Wolters Kluwer (UK) Limited may also make improvements and/or changes in its products, practices, and/or programs described in this document at any time without notice. This document should not be seen as a contractual agreement, a modification or amendment of any existing contractual agreement with Wolters Kluwer (UK) Limited, or an indication of terms of service. All technical data, specification and other information contained in this document is confidential and the proprietary intellectual property of Wolters Kluwer (UK) Limited and/or its licensors. No reproduction, copy, alteration, or distribution thereof may be made without the express written consent of Wolters Kluwer (UK) Limited.

    Copyright: These Release Notes may not be copied, altered, edited, disposed of, or distributed without the prior consent of Wolters Kluwer (UK) Limited. The content is confidential. Unless indicated otherwise all elements of this software product are owned by Wolters Kluwer (UK) Ltd. © 2026 Wolters Kluwer (UK) Limited

    Trademark Rights: Microsoft, Windows, Windows NT, Windows for Workgroups, Windows 98, 2000, XP, MSDOS, Windows Vista, Windows 7, Windows 8, Windows 10, Windows Server, Microsoft SQL Server, and Microsoft Office, are either registered trademarks or trademarks of Microsoft Corporation. Novell and NetWare are trademarks of Novell Inc. Citrix MetaFrame is a registered trademark or trademarks of Citrix Systems, Inc. All rights reserved. All other trademarks are the property of their respective owners.

    Wolters Kluwer (UK) Limited,Wolters Kluwer House, 145 London Road, Kingston Upon Thames, Surrey, KT2 6SR

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