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CCH Software User Documentation

Outlook: Accessing the Global Document Centre

The CCH Document Management Plugin for Microsoft Office allows you to access the Global Document Centre directly from Outlook, as well as from within Central.

Using the Global Document Centre in Outlook

To access the Document Centre click the CCH Document toggle option at the bottom left of the Outlook window.

  1. Click once to open the Document Centre window in the main section of your Outlook window. Opening the Document Centre will activate the CCH Document Management menu which contains the same options that are available on the Task Bar for the Document Centre in Central.
  2. Click again to close the Document Centre and return to the folder you were previously in.