CCH Document Management
Managing Document List
The document outlines how to customize the Document Center List to meet user requirements by altering column visibility and arrangement. Users can add, remove, or reposition columns through the Field Chooser and ensure they are focused on one client tab at a time. Additionally, it explains how to group documents by column headers, allowing users to expand or collapse groups for better organization. Changes made to the layout, including grouping settings, are retained upon reopening the Document Center. The document includes visual aids to assist users in navigating these features.