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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.
Topics
This page highlights the changes to Document Management for this release.
This page highlights the changes to Document Management for this release.
This page highlights the changes to Document Management for this release.
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.
Documents can be created based on templates. There are various points where you can create a document, these are covered in this section.
Email Filing simplifies the filing of emails by allowing you to drag and drop emails to be filed against specific clients. This can be at either client, assignment, or job level, which reduces, and in some cases eliminates, the need for manual meta data entry when filing emails.
In addition you can set up the plugin so that you are prompted to file emails as you send them. (See here for more details on how to do this.)
Libraries can be used to separate client/contact related filing from other filing. Your firm will determine which libraries are needed and set these up accordingly. There are three system defined library types that can be used and these are detailed here. You may also have additional libraries with no library type.
Document Management licensing is based on the number of users who have permission to access any Document Management functionality.
This section highlights the differences in the system when Central Workflow is installed and activated.
Document workflows can be attached to documents via the Add Document window, the Create Document window or a Document Centre.
