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CCH Software User Documentation

CCH Document Management 2022.3: Release Notes

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CCH Document Management 2022.3: Release Notes

Prerequisites

Installing CCH Document Management 2022.3.

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

Upgrade of Scan ABBYY licensing to version 12

The ABBYY licence has been upgraded to version 12.  To obtain the new licence pin, please access the following link (or manually copy the link within your browser) and submit your request.

https://forms.office.com/Pages/ResponsePage.aspx?id=kWzHivHn_0GonDVTstosF5DCoiZmYzpAkoHf2NCwEaFUNDFYOFBMTURFU05LMktQUTdKNFA3TElKVC4u

Warning! Once this update has been installed, the CCH OCR Service will continue to process scanned documents ONCE the new ABBYY 12 licence pin has been applied.

Customers will be issued a single licence pin, The ABBYY 12 page count is registered and managed online and allows the Practice to use this pin across multiple installations of the CCH OCR Service (This will improve existing load balancing, without the need for additional ABBYY licence pins).

Activation of the new ABBYY 12 licence pin requires the following conditions to be met on the machine hosting the CCH OCR Service:

  • Permanent active internet connection.
  • Allowed connections to *.abbyy.com on port 443.

Note! For additional information regarding ABBYY Licence 12, please see the following link:  https://support.abbyy.com/hc/en-us/a...line-Licensing.

Customers can still make use of the ABBYY Licence Manager to view the remaining page count within C:\Program Files (x86)\CCH OCR Service\Abbyy\LicenseManager.exe.

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Quality Improvements

ITS 59300 - Multiple Document Store - Documents are not removed from the additional databases

Previously, where a Practice had multiple document databases when destroying a document, the document was only removed from the 'main' database. Where the document was marked as [IsActive=true], while the subsequent document databases had this set as [IsActive=false] and therefore were not being destroyed.

ITS 66349 - Document Upload - Incorrect extra fields warning popup

Since 2022.2, where a Practice had set up a default Document Type, on document upload when the user changed the Document Type, the system displayed the Extra Field Warning popup box, however, both the source and target Document Type do not have valid extra fields set up for the Client Library. But on checking the Extra button, a [None] value was prepopulated.

ITS 62858 - OCR Service loop - excessive Audit Trail entries

Previously, when the OCR Service got stuck in a loop, it continually updated the Audit Trail resulting in excessive entries being created and increasing the audit trail size.

ITS 66359 - Losing documents on office plugin check-in

Previously, when checking in a checked-out and edited Word and/or Excel document, the edited version did not appear in CCH Central, the audit trail records the removal of the checked-out flags, but the new version was not inserted.

Create Document from Global Document Centre displays Working Paper within Library as default

Previously, when selecting Create Document from the Global Document Centre, Working Papers was displayed as the only Library available within Filing details.

Notable Issues

SMTP Alignment and Image Rendering issues

When using images within the body of the email, there are either alignment or rendering issues (eg: company logos and email signatures), this is currently still being investigated and will be addressed within a future release.


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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