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CCH Software User Documentation

Workflows

Various options are available within the maintenance area to setup and activate integration between Document Management and Workflow. This section cover the section in File > Maintenance > Document Management > Workflows. Further information can be found in the Workflow section.

Topics in this Section

Document Workflow

When a workflow is created in the Central Workflow area for documents, it will then be available in the document management workflow screen. For example when a document is scanned and uploaded to a client a workflow can be attached and be sent to the client partner to review.

File > Maintenance > Document Management > Workflows.

Select a Source from the drop down.

Select a Library from the drop down.

Select a Type from the dropdown.

Using the arrows move the workflow from Is not available section (on the left) to the Is available (on the right).

Select OK.

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