Topic results Document Templates

CCH Central
Document Management Templates
The document discusses the creation and management of templates within CCH Document Management. It provides a link to detailed instructions on managing these templates and includes a visual representation of Document Management templates during the Mail Merge wizard process.
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CCH Document Management
Document Templates Maintenance Screen
The Document Templates maintenance window allows users to manage templates for document creation. Features include a search function for finding templates by file name or description, options to expand and collapse template groups for easy navigation, and filtering capabilities across multiple criteria. The window displays a grid with various columns related to template details, and offers tasks such as adding, editing, deleting, and checking in templates. Users can customize their view settings, which are saved for future sessions, enhancing access to relevant templates in different Document Centres.
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CCH Document Management
Customising Outlook
This document provides a step-by-step guide for using Microsoft Outlook's conditional formatting feature to color code emails that have been filed to Document Management. It outlines the process starting from accessing the View Settings, adding a new rule, selecting fonts and colors for filed emails, and setting conditions for the rule. The guide aims to enhance email organization and visibility.
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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 Practice Management
How to add a new document template
This document outlines the steps for finding and managing supplier records within a software application. Users begin by searching for a supplier's name, opening the relevant record, and accessing the documents tab. It provides instructions for adding a new document using an MS Word template, including choosing fields via a dropdown list for merging. Finally, it emphasizes the importance of saving the template in a designated path specified in the system's document creation settings.
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CCH Practice Management
How to add a new document from a template
This document provides a step-by-step guide on how to add a new document from a template within a supplier management system. It outlines the process starting from accessing the "Find Suppliers" page, searching for a supplier, and opening their specific page. Key steps include selecting an addressee, modifying salutations, choosing mailing names and addresses, specifying the document's location, and selecting a template. Finally, it details how to create and open the new document in MS Word, which will appear in the supplier's documents tab.
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CCH Audit Automation
Document Templates
The document outlines a system for creating and managing templates for working papers and letters in an audit pack, compatible with internal word processors as well as Microsoft Word and Excel. It describes how to access, add, edit, and delete templates, each identified by unique codes. The document emphasizes the use of predefined merge codes for automating the inclusion of client data. Additionally, it details guidelines for using merge codes in documents created via different programs, and how templates can integrate into current audit files, ensuring streamlined document production in auditing processes.
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