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CCH Software User Documentation

CCH Document Management - Known Issues

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CCH Document Management - Known Issues

Last update: 10 October 2024

Date Raised ITS Description Workaround ( If applicable) Scheduled/Resolved
31/07/2024 68105 AML report upload can fail if Users Windows Login has a space in it   TBD
12/06/2024 68076 New Outlook. We have no tools similar to our existing plugin for this   TBD
03/05/2024 68031 Email merge requires document check in permission   TBD
03/05/2024 68030 Extra Flags do not work with documents   TBD
10/04/2024 68011 Following a mail merge, emails are not displayed as sent   TBD
29/02/2024 67977 When creating a document you loose the spell check   TBD
26/02/2024 67973 Some changes to documents are not recorded against the employee   TBD
26/02/2024 67972 Security permission [Maintenance][Document Management][Document Store Location] does not work   TBD
30/01/2024 67938 Correct the Libraries and Types - Update button SP to catter for Assignments   TBD
24/11/2023 67895 OneClick documents to be filed to Document Management with the Original Date   TBD
24/11/2023 67894 Problems checking Working Papers back in - if you do not have Document Management   TBD
10/05/2023 66677 Create PDF process inserts a '[number]_' at the beginning of the ticked Documents' Description where the Description is included in as a Grouped column, but it not the Top level grouping

Where not required, remove the Description column from the Grouping area.

Or where Description grouping is required, remove the appended '[number]_' from the ticked documents after the Create PDF process has been completed.

TBD

 

Useful Information! Join the CCH Document Management 'Group' on our Customer Community to remain up-todate with automatic 'Posts'.

 

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