Topic results Non Contact Filing

CCH Document Management
Create for Non-contact Filing
This document provides a detailed guide for creating non-contact filing documents using the Global Document Centre. It outlines a two-step process: the first step involves adding filing details such as selecting a library, template, file name, and relevant types; while the second step focuses on adding mailing details, including recipient address, signatory, and document specifics. It also explains various fields and their functionalities within the document creation interface, guiding users through the necessary selections and edits for successful document generation.
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CCH Document Management
Add Document for Non-contact Filing
The document provides instructions for adding existing documents to a non-contact library via the Global Document Center. Users are guided to access the center through the "Documents" ribbon, click the upload icon, and utilize the "Add Documents" window. It highlights that the library field defaults to the last used library, and users can change it. Mandatory fields must be completed before submitting the documents, ensuring a smooth addition process. Visual aids are included to assist users throughout the procedure.
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