Adding documents

Last modified 07:52, 24 Apr 2017

OverviewEdit section

Before you can add documents your system administrator should have completed all required tasks to configure CCH Document Management for your organization. Contact your system administrator if a warning message appears when you try to add a document.

Ways to Add DocumentsEdit section

menu_TaskBar_CCHDocument_showAddDocument.png

To quickly add documents within Central use the Add Document link under CCH Document on the Task Bar in the following areas:

  • Find Clients
  • Find Contacts
  • Find Employees
  • Find Suppliers
  • Global Documents (Document Centre)
  • Client Document Centre
  • Contact Document Centre
  • Employee Document Centre
  • Supplier Document Center

Other ways to add documents are:

  • From Microsoft Outlook
  • From Microsoft Word or Excel
  • Right click Send to in Windows Explorer
  • Via the Watch Folder
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