Topic results Document Handling

CCH Document Management
Edit - Check Out Documents
This document provides a comprehensive guide on how to check out and manage documents within a document management system. It outlines the steps for checking out documents, identifying checked-out documents, and the options available when closing a document. Additionally, it discusses integration with OneDrive for collaborative work and includes instructions for undoing a document checkout. Key features include locking checked-out documents, read-only access for other users, and the ability to check documents back in. It also presents options for saving changes upon closing the document.
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CCH Document Management
Adding Multiple Documents
The document explains how to add multiple documents to a system using the Add Documents feature. Users can select multiple files from a folder on their workstation or server. The process involves using the Add button or F10 to open a window where files can be selected. Entire folders, including subfolder contents, can also be uploaded in one go. After selecting documents, users can review, edit filing information, and confirm the upload. Additionally, the Auto populate feature can help apply classifications swiftly, and unnecessary rows can be deleted from the upload screen.
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CCH Workflow
Create Document
The document outlines the "Create Document" activity within CCH Document Management, highlighting its purpose to generate documents using predefined templates. It describes a workflow example where two documents are created based on different templates and provides guidance on setting step properties, including template selection, employee assignment, and handling successful or failed completion. It emphasizes that the "Create Document" feature is accessible only with CCH Document Management installed.
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CCH Audit Automation
Points Forward Memorandum
The document outlines the procedure for using the points forward memorandum within an audit system. It explains how to access and edit the memorandum through either an internal word processor or Microsoft Word, detailing the steps to save and print the document. Users can opt to switch between word processors based on their settings. Additionally, it emphasizes the importance of completing the memorandum at the end of an audit for future reference and continuity in client data management.
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CCH Document Management
Add Documents Overview
This document provides detailed instructions on how to use the "Add Documents" feature in a document management system. It outlines the various options available within the Add Documents window, including mandatory fields, methods for uploading documents, and features for linking and categorizing documents. Key functionalities discussed include selecting libraries, automating data entry, handling attachments, and uploading documents while monitoring their status. The document aims to enhance user efficiency and document organization through clear navigation and actionable steps. Additionally, related resources for further assistance are included.
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CCH Document Management
Adding Document for Client, Supplier or Contact
This document provides instructions on how to add existing documents to a Client, Supplier, or Contact within a management system. Users can initiate the process from the individual record or Find windows. The procedure involves clicking the upload icon, selecting documents, and completing mandatory fields such as File Name, Contact, and Type before finalizing the addition. It notes that the Library field defaults based on the opening context but can be changed. There are also links to related topics for further guidance.
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CCH Document Management
Windows Explorer Extension - Send To
The document outlines the "Send To" functionality enabled by the CCH Document Plugin for Microsoft Office, which facilitates file uploads to Document Management directly from Windows Explorer. It provides instructions for activating this feature if it is not visible, including navigating to the installation directory and running the application. Additionally, it explains how to use the "Send To" option to upload files, guiding users through the selection and upload process step-by-step, ensuring easy document management integration.
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CCH Document Management
Create for Client (and Other Contacts) Filing
This document outlines the steps required to create a document for the Client Filing library using the CCH Document section. It details two primary steps: adding filing details, including fields like Library, Template, and Assignment, and adding mailing details, covering addressing information such as recipient, sender, and document specifics. The document provides guidance on utilizing dropdowns, editing capabilities, and defaults for various fields. It also explains options for managing document creation and whether to leave the document checked out for further editing.
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CCH Document Management
Create PDF Collection
This document outlines a procedure for creating a PDF file from multiple selected documents within a Client Document Centre. It details the supported file types (.doc, .pdf, .txt, etc.) and notes that password-protected files are excluded. The steps include searching for documents, selecting them, and using the "Create PDF Collection" option. The resulting PDF will be indexed by the search result order and saved in the client’s Document Centre with a default filename based on the date, with the option to rename it in the Properties panel.
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CCH Scan
Uploading Documents
This document provides instructions on how to upload documents to a Client library, detailing the mandatory profiling information required, including filename, client/contact, and document type. Users are guided through a step-by-step process for entering the client contact, selecting document details, and allocating tasks if necessary. It highlights optional fields based on company policy, offers functionality for auto-population, and notes changes in options for different libraries. The final step confirms that uploaded documents will no longer appear on the scan screen once completed.
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CCH Document Management
The Document Creation Wizard
The document outlines the process of creating documents using predefined templates through the Document Creation Wizard in CCH Central. It can be accessed via various Document Centers (Global, Client, Contact, Employee, Assignments) and multiple ribbon views. Users initiate the wizard by clicking the "Create Document" button, which opens a consistent window with context-specific options based on where the creation process is initiated. This facilitates streamlined document creation aligned with practice branding and layout.
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CCH Scan
Zooming In and Out
This document provides instructions on how to enlarge and reduce the preview size of a document image. Users can enlarge the preview by left-clicking the image multiple times, or reduce it by right-clicking. Additionally, there are options to use the "Zoom In" and "Zoom Out" features in the ribbon for resizing the image.
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CCH Audit Automation
Working with Document Templates
The document outlines the functionality of CCH Audit Automation regarding the use of document templates for creating working papers and letters in an audit pack. It details the ways to define and manage two sets of templates, including options for the internal word processor, Microsoft Word, Excel, and other associated programs. Users can create, edit, and delete templates while utilizing merge codes to automate client data insertion. The document also includes instructions for adding new templates, editing existing ones, and incorporating merge codes in different document formats. It emphasizes the importance of file management to ensure system accessibility.
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CCH Scan
Using the Review Document Options
This document outlines the various options available in the Pages and Tools groups of the Review Document ribbon. It details functions such as rotating images, splitting documents, and adjusting magnification (zooming in and out). It also includes instructions for deleting pages and selecting or deselecting all pages. Additionally, it contains tips for multi-selection using the Ctrl key and mentions a shortcut menu for quick access to some Review Document options accessible via right-clicking an image thumbnail.
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CCH Audit Automation
User Created Documents
This document outlines the management of working papers within the Audit Automation system. It explains the functionality for creating, editing, and organizing user-generated documents across different audit areas, including options for folder management and color coding for document statuses. Users can add or delete working papers, check documents in and out for editing, and restrict document visibility based on criteria like file type. The document also details how to retain documents for future use and emphasizes the importance of confirming deletions due to their irreversibility.
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CCH Scan
Uploading Documents
This document outlines the process for uploading documents to CCH Document Management. It emphasizes the necessity of providing basic profile or filing details for each document. Users are instructed to use the "Add icon" located in the Documents group on the Ribbon to initiate the upload process. Additionally, it references a guide on uploading documents specific to CCH Scan.
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CCH Practice Management
Setting up a Remittance Template
This document provides a step-by-step guide on setting up a Remittance Template using Document Styles. It starts by advising users to use the vizcheque.dot as a template for cheques. The procedure includes accessing the Document Styles menu, entering a description, enabling the template, selecting a Word template, and setting the document type to Supplier Payment. Finally, it instructs users to confirm the setup by closing the Document Styles window. Related resources on creating document styles are also referenced.
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CCH Scan
Moving Pages
This document provides instructions on how to move document pages using a drag-and-drop method. Users can click and hold a page's thumbnail to drag it to a new position, indicated by a red marker. Any selected page can be repositioned within the same document or transferred to another document. Additionally, users are advised that multiple pages can be selected simultaneously by holding down the CTRL key while clicking.
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CCH Practice Management
Master Paragraphs
This document outlines the use and management of master paragraphs in billing systems for adding explanatory text to task codes on invoices. It details the setup process for creating new master paragraphs, including naming and entering text, along with instructions for editing and deleting existing paragraphs. Only users with Administrator permissions can make these changes, allowing practices to customize their billing statements effectively. The document serves as a guide for Systems Administrators to maintain a library of personalized master paragraphs tailored to their billing needs.
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CCH Practice Management
How to remove document links
This document provides a step-by-step guide for searching and managing supplier documents in a software system. Users can find suppliers by entering a name in the search field, select a record, and access the supplier's document tab. It also explains how to delete a document link from the list of associated documents without removing the actual document from the system, allowing users to re-link the document later if needed.
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CCH Practice Management
How to add a link to an existing document
This document provides step-by-step instructions for adding a link to an existing document within a supplier record. It details how to access the "Find Suppliers" page, search for a specific supplier, and navigate to their document section. The user is guided through the process of linking a document by selecting the appropriate option and navigating to the desired file. Following these steps ensures that a link is successfully created and displayed in the supplier's documents tab.
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CCH Audit Automation
General Planning Memorandum
The document outlines the functionality of a general planning memorandum within the Audit Automation system, which allows users to store and edit important audit-related events and considerations throughout the year. This memorandum is client-specific, carried over annually, and editable after each audit to retain relevant information for future planning. Users can choose between using an internal word processor or Microsoft Word for editing, with capabilities for saving and printing documents. The system supports a checklist approach for managing the planning process effectively.
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CCH Practice Management
Document Styles
This document provides a step-by-step guide for setting up document styles in a software application. It outlines how to create a new document style by selecting relevant options, enabling the style, specifying the Word template path, and choosing the document type. The process also allows for the addition of multiple styles and requires confirmation to save changes. Finally, it instructs users on how to make the newly created styles available for their company or office.
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CCH Practice Management
Defining Document Creation Settings (CCH Practice Management)
The Document Creation Settings guide outlines how to configure the location and format of client and contact documents within the system. Users can modify various algorithms related to clients, contacts, assignments, and receipts, as well as specify paths for billing and templates. Additional settings include customizing mailing salutations and names. Changes are saved by clicking "OK." The document also provides links to related topics, such as creating document styles.
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