CCH Document Management 2024.2: Release Notes
Prerequisites
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.
- Ensure that the AML Report Document Type is sitting in the 'Type in Library' against the Client library
- The AML Report Document Type is sitting in the 'Types in assignment template' for the selected assignment
- 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.