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CCH Software User Documentation

Folder Configuration

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Configuring folders with CCH Working Paper Management
Renaming folders
  • To rename a working papers folder, right-click on the folder and select Rename

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  • Make the necessary changes and click OK
  • Individual papers can be renamed in the same way
Removing papers
  • To remove a working paper from a section, select the red cross next to the working paper you wish to remove

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  • A warning will appear before the paper is deleted

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  • If you wish to delete an entire working papers folder, click the red cross corresponding to the folder icon instead of to the paper icon

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  • If you remove a folder all the papers contained in that folder will also be removed

Note: the statutory database folders within the tree can’t be deleted or changed

  •  If the paper you remove has a reference, the references of the other papers will automatically be updated
Changing the reference
  • To change the reference of a working papers folder, right-click on the folder and select Rename

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  • Make the necessary changes and click OK
  • The references for all papers contained within that folder will automatically be updated
  • The reference for individual papers can be changed in the same way

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  • The inherited reference for that paper can be overwritten here if require

 

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