Topic results PDF

CCH Workflow
Convert Smart Report to PDF
The document details the "Convert Smart Report to PDF" workflow activity that transforms Smart Reports into PDF files for publication in Document Management. It outlines how to set step properties, run reports, and handle successful or failed conversions. The uploaded files follow a specific naming format and are categorized under a new document type, "Smart Reports." Additionally, it mentions available workflow templates for emailing statements and provides guidance on managing email templates. Practices are advised to use the "Save As" option for modifying workflow templates.
More information
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.
More information