Add Document for Non-contact Filing

Last modified 07:52, 24 Apr 2017

Overview

You can add existing documents to a non-contact library from the Global Document Centre

Add Document

  1. Click Add Document under CCH Document on the Task Bar

TaskBar_Document_AddDocumentSelection.png

The Add Documents window will open.​​

Note: The Library field will default to the last library that you filed a document to. You can change the library using the dropdown selector.

  1. Click the button_AddDocument.png button (or press the F10 key) and select the document(s) that you want to add.

  2. Depending on the defaults that are set for your system some fields will be automatically populated. If there are any mandatory fields (File Name, Type) not completed this will be highlighted. When all relevant fields have been completed click OK.

window_AddDocument_NonContactWithFile_Workflow.png

Related

Find Page and Window
The Find page is displayed when you click one of the following buttons in the main toolbar: Contacts Clients Employees
Adding documents
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.
The Add Document window
Depending on where you access the Add Documents window from the options will vary slightly. Details of the options on the window are detailed here.
Add Document for Client, Supplier or Contact
You can add existing documents to a Client, Supplier, or Contact either from within the individual record, or from any of the Find windows. If you are in one of the Find windows you need to select the relevant contact by ticking the selection checkbox.
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