Windows Explorer Extention - Send To
The Send To functionality is installed along with the CCH Document Plugin for Microsoft Office. It allows you to upload files to Document Management from Windows Explorer using the right click Send To option.
Activating Send To
If you have the Microsoft Office Plugin installed and the option is not showing under Send To within your user Windows profile, you can activate it as follows.
- Navigate to C:\Program Files(x86)\CCH ProSystem\CCH Document Management Office Plugin.
- Locate and Double Click on CCH Document.exe applicaiton.
- Clikc OK on the popup.
- New Entry in the Windows Explorer Send To Section will now be available.
Using Send To
Send To is used to upload files directly from Windows Explorer.
- Locate the file(s) that you want to add to Document Management.
- Select the file(s) and right click.
- Select Send To and then CCH Document
- The CCH Document Management - Send to / Add Documents window will be opened with the selected file(s) added in. Complete the entries as you normally do on the Add Document window.
