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CCH Software User Documentation

Assignment Details Page: Documents tab

 

The Documents tab provides you with the facility to set up links to documents created outside the system. When you click the link, the document will automatically open the application the document was created in. You can link to documents such as:

  • Microsoft Word documents

  • Microsoft Excel spreadsheets

  • Internet web pages (HTML)

  • PDFs

  • Microsoft Access database files

  • Bitmaps

  • Microsoft PowerPoint presentations

  • Movies and sound clips.

You can also link to a folder holding documents relating to an assignment. When you click the link to a folder, Windows Explorer opens showing the contents of the folder for selection.

The Documents tab gives you the facility to set up a document management system where links to documents are saved so that everyone can find information relating to an assignment. However, there is also the same facility to manage documents using the Documents tab in the Contacts, Clients or Suppliers function. The practice will decide which function will be used so that everyone uses the document management system consistently.

Note 1

The documents must be backed up using the practices' normal backup procedure because the documents listed on this tab is not stored within CCH Central.

Note 2

Care must be taken when deleting the link in order to avoid deleting the document permanently.

Related Topics

Assignments Details page

Activities tab

Bills tab

Extra tab

Group tab

Home tab

Main tab

Misc/Est tab

Nominal tab

Provisions tab

Rates tab

Schedule tab

WIP tab

 

 

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