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CCH Software User Documentation

Export a Tax Workflow (Legacy)

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  1. Select File>Maintenance>Central Workflow>Standard Workflows from the menu.

  2. Highlight the workflow that you want to export by selecting the relevant grid line.

  3. Click the Export option in the ribbon bar:

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  1. Navigate to the directory where you want to save the workflow.

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  1. Give the work a name and keep the file type as displayed above then click Save.

 

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