Topic results Document Types

CCH Document Management
The Document Viewer
The document outlines how to use the Document Viewer in Outlook to access and manage documents within a client/contact's Document Centre. Users can view, preview, or open documents as read-only and are advised to use the CCH Document plugin or Central for editing. It also includes instructions for searching documents within the results and clarifies that deleting a document in the Outlook view does not remove it permanently.
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CCH Document Management
Document Types
The document provides instructions on how to use the Document Types window in a document management system. Accessible through the menu path File > Maintenance > Document Management > Document Types, users can create and manage different document types by entering their names, selecting system types, and enabling or disabling them. The document highlights that the first row is available for new entries, and document types can be deleted only if they are not in use.
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