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CCH Software User Documentation

CCH Document Management 2024.2: Release Notes

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CCH Document Management 2024.2 Release Notes


Installing CCH Document Management 2024.2.

This release is installed using the Central Suite Installer. This ensures that all prerequisites are in place and that all the products for which you are licenced are installed in the correct sequence. Click here to learn about the Central Suite Installer.

Software Enhancements

CCH iFirm integration

CCH Document Management has added the following item to support the CCH iFirm suite of cloud products.

Setting a Default assignment for AML report

A new option has been added to the Assignment Templates window's 'Document - Types' tab.  With the Default assignment for AML Report ticked; the AML report  is filed into the clients' document centre and associated with that assignment.


Against the nominated assignment, tick the 'Default assignment for AML Report' tick box.  Only 1 assignment template can be marked as the default for the AML Reports. 

  1. Ensure that the AML Report Document Type is sitting in the 'Type in Library' against the Client library
  2. The AML Report Document Type is sitting in the 'Types in assignment template' for the selected assignment
  3. Tick the Default assignment for AML Report
Changing the Default assignment for AML report

To change the 'Default assignment for AML Report' from one assignment to another, simply ensure that the document type is available within the Types in the assignment template for the assignment you wish to move the default to, then tick the tick box and the following box appears:


Yes - This changes the tick from the old assignment template to the newly selected one.

No - Cancels the current operation and leaves the Default assignment as is.

Validation messages

If the AML Report Document Type is not in the Client Library, when ticking the Default assignment for AML Report tick box you will receive this message:


If the AML Report Document Type is not in the selected Assignments' 'Types in assignment template', when ticking the Default assignment for AML Report tick box you will receive this message:


If the AML Report Document Type is removed from the 'Types in assignment template' on the assignment which is marked as 'Default assignment for AML Report',  you will receive this message:


Yes - This un-ticks the tick box and moves the AML Report document type to the 'Types not in assignment template'.

No - Cancels the current operation and leaves the AML Report document type and Default assignment for AML Report tick box as is.

Note: If the AML Report document type is moved back to 'Types not in assignment template', all subsequent documents filed with the AML Report document type will have a blank assignment associated when selected within CCH Document Management.  The assignment can be manually linked within the relevant Clients' Document Centre.

Quality Improvements

WCF Service Heavy CPU utilisation and excessive RAM consumption

Previously, where the WCF Service had heavy CPU usage,  users may have experienced an inability to access stored documents, upload, create, or check in documents.

ITS 67944 Emails saved as plain text instead of HTML

Previously, where an email contained HTML text, the text was displayed as plain text when filing across to CCH Document Management.

ITS 67904 - When posted bills are stored in DM, the Archive and Destruction dates are not applied

It was reported that posted bills filed into Document Management (from Practice Management) were not applying the archive and destruction dates set within the Bill Document Type.



Legal Notice

Disclaimer : Wolters Kluwer (UK) Limited has made every effort to ensure the accuracy and completeness of these Release Notes. However, Wolters Kluwer (UK) Limited, its staff and agents will not be liable for any errors or omissions and use of the software is subject to the customer’s licence with Wolters Kluwer (UK) Limited. These Release Notes should not be relied upon as a detailed specification of the system or the software. Wolters Kluwer (UK) Limited may make changes to these Release Notes from time to time. This is provided for informational purposes only. The information reflected in this document may be changed or updated without notice. Wolters Kluwer (UK) Limited may also make improvements and/or changes in its products, practices, and/or programs described in this document at any time without notice. This document should not be seen as a contractual agreement, a modification or amendment of any existing contractual agreement with Wolters Kluwer (UK) Limited, or an indication of terms of service. All technical data, specification and other information contained in this document is confidential and the proprietary intellectual property of Wolters Kluwer (UK) Limited and/or its licensors. No reproduction, copy, alteration, or distribution thereof may be made without the express written consent of Wolters Kluwer (UK) Limited.

Copyright: These Release Notes may not be copied, altered, edited, disposed of, or distributed without the prior consent of Wolters Kluwer (UK) Limited. The content is confidential. Unless indicated otherwise all elements of this software product are owned by Wolters Kluwer (UK) Ltd. © 2023 Wolters Kluwer (UK) Limited

Trademark Rights: Microsoft, Windows, Windows NT, Windows for Workgroups, Windows 98, 2000, XP, MSDOS, Windows Vista, Windows 7, Windows 8, Windows 10, Windows Server, Microsoft SQL Server, and Microsoft Office, are either registered trademarks or trademarks of Microsoft Corporation. Novell and NetWare are trademarks of Novell Inc. Citrix MetaFrame is a registered trademark or trademarks of Citrix Systems, Inc. All rights reserved. All other trademarks are the property of their respective owners.

Wolters Kluwer (UK) Limited, Wolters Kluwer House, 145 London Road, Kingston Upon Thames, Surrey, KT2 6SR


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