CCH Central - CCH Software Help

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Mail Merge Wizard - Workflow Integartion: A Document workflow that is associated with a Document Management template can be started on the documents that are created using the Mail Merge Wizard. Start a Document workflow using the Mail Merge Wizard To start a workflow on the documents created by the Mail Merge Wizard: Create a Document workflow. In the Document Templates screen located within File > Maintenance> Document Management > Templates, associate the Document workflow to a template. In the example below, the Document workflow ‘Document created with Mail Merge’ is associated with the ‘Monthly Fee Schedule.dotx’ template. If a default association type is set in the To field from the Document Templates grid, it will be displayed by default in Stage 4 of Mail Merge Wizard. 3. Click OK to save the changes and close the Document Templates screen. 4. In the Find Clients screen, select one or multiple clients. 5. Click on the button from the Tasks tab within the Ribbon. The Mail Merge Wizard is displayed. 6. Within the Stage 1 of the wizard, leave the Letters option for the Output Selection. 7. Click Next. 8. On Stage 2, select Templates From DM. 9. Select the corresponding Document Management template that has associated the Document workflow. If the selected Document Management template has a workflow associated, then a label containing the name of the workflow is displayed under the Template name search box: Document Created with Mail Merge attached to selected template. In this example, Document Created with Mail Merge is the name of the workflow that is associated with the document template. 10. In Stage 3 of Mail Merge Wizard, select if necessary the corresponding address(es) and/or Team Responsibility(ies), then click Next. In the Selected section from Stage 4 of Mail Merge Wizard is displayed by default the association type that was set for the selected template in the To field within Document Templates screen. Click Next. 12. In the Mail Merge Wizard - Stage 5 tick the checkboxes to confirm the selection of the clients you want the mail merge for. 13. In the Mail Merge Wizard - Stage 6 choose to save the output as multiple documents. Tick the Add to CCH Document Management check box and enter a Description to save each letter with a contact's profile in their Documents tab. 14. Click Finish. The mail merge document or documents opens in Word. The files are uploaded in Document Centre and the workflow associated with the Document Management template is started on the documents.

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Features

Task Bar Options
Launch an application from the Task Bar: You can launch another CCH application directly from the Task Bar if the application is configured to do so.

Mail Merge: Adding tables to a new or existing Template using Queries: Users are able to either amend an existing template or create a new template to include tables where the data is to be populated from a query.

Recurring Tasks: Users can schedule repeating tasks without the need to re-create the tasks every time they need to work on them. When a task is marked as completed, the next task is automatically generated based on the repeating pattern that was set up in the completed task.

General Data Protection Regulation (GDPR) in CCH Central

5. GDPR Deletion: GDPR advises clients may request the deletion of any data that companies possess relating to them. CCH Central allows practices the ability to set a GDPR Deletion Date where clients make a request for erasure of their personal data; or, if the client or contact deletion routine fails for example, the client has unpaid WIP, running workflows, or documents and tasks.

5.1 Deletion Date: The GDPR Deletion Date is an editable date field available on the Main tab from either the Client or Contact screen and by default is blank.
5.2 New GDPR field within Reporting: A new field, GDPR Deletion Date, has been added to the Contact section within Reporting, allowing users the ability to view in reports the GDPR Deletion Date set on clients or contacts.
5.3 Deleting Audit Trail: CCH Central allows practices to delete all user data, including any traces in the Audit Trail. When a client or contact is deleted, all the records related to that client or contact are removed from the Audit Trail.
5.4 Deleting the GDPR folder: For users that do not have CCH Document Management, the personal data files generated for clients or contacts are saved in the folder set within the GDPR Path from File > Maintenance> Documents > Mailing Settings screen. When a client or contact is deleted, then the corresponding subfolder with the personal data files is removed from the folder set within the GDPR Path. For users that have CCH Document Management, the personal data files generated for clients or contacts are saved in their Document Centre tab. When the files are generated, a subfolder with the name of the client or contact is created within the GDPR Path location as the personal data files are kept there until they are uploaded in Document Centre. When a client or contact is deleted, the corresponding subfolder is removed from the folder set within the GDPR Path. Note: For Document Management users if the Document service is not running, the folder contents are also held within the GDPR Path location until the service is back running.

This guide provides an overview of product features and related technologies. In addition, it contains recommendations on best practices, tutorials for getting started, and troubleshooting information for common situations.