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CCH Software User Documentation

Homepage for WPM

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A Central home page is available for CCH Working Paper Management, the home page is an efficient way to review working paper communications (notes) and links and sign-offs.

To set-up the homepage

From the Central Home screen, choose a blank View from the View icon on the ribbon, or a view you are not using.

Click on the Customise cog icon on the top ribbon.


From the Toolbox pop-up, select the Working Papers drawer, click on to Working Papers, drag, drop and resize as you wish. 



You may also bring in hidden columns from the Field chooser, to access the field chooser right click and double click to on the column to be included on the homepage.

The homepage may be filtered or sorted according to the filter options or radio buttons below.


At the foot of the homepage there are 3 tabs so that you can display notes, links and sign-offs.



Once you have completed close the Toolbox to save.

From the Edit button on the ribbon you are able to rename the homepage.


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