Topic results Employee Filing

CCH Document Management
Employee Filing
The document outlines the functionality and procedures for managing employee-related documents within a digital filing system. It specifies that employees can only access their own documents or those of their reportees. Instructions are provided for setting up an Employee Filing library and defining document types, permissions needed to access documents, and the reporting structure necessary for document access. It also discusses how to add and create employee documents, including the methods for document management and specific security permissions for document types.
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CCH Document Management
Create for Employee Filing
This document provides a detailed guide on creating documents for the Employee Filing library. It outlines the necessary steps, including accessing the Create Document window, entering filing details such as library, template, file name, and various actions. Additionally, it covers adding mailing details, including addressing information and editable fields like salutation and signatory. Users can select employees and manage document status (checked out or not) during the creation process, ensuring a streamlined and efficient document management experience.
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