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CCH Software User Documentation

Creating a template

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Standard workflow templates

To access the Standard Workflows select File > Maintenance > Central Workflow > Standard Workflows


To create a new template:

  • From the ribbon bar, click Add 
  • Enter Type (This dictates what this workflow will attach to)
  • Enter the Name of the workflow
  • Enter the Deadline Date Type (Offset or Calendar Date) 
  • Enter Deadline Date Rule
  • Enter Starting Rule if required  
  • Click OK to add the template and launch the Step Creation window


Note: The Subject/Workflow types shown are dependent upon the products for which your practice is licensed.



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