CCH OneClick 2022.1: Release Notes
Prerequisites
Installing CCH Central 2022.1
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 find out more about the Central Suite Installer.
Software Enhancements
eSign
Save & Return
Following feedback, we have updated the eSign window to only show a "Save & Return" button when preparing the PDF for the eSign. This essentially is a combined option that allows users to save the fields and immediately return the user to the “Create Message” window to send the message.
Retain dimension for fields: Signature
In addition, we have also added a new option "Retain dimension for fields: Signature" in where users can resize the Signature field to their preference, reducing the need to adjust the field every time they add it throughout that document.
Simply check the box, add the signature field and resize it accordingly; this will then be retained in memory and be the same size the next time you add another Signature field throughout the same document.
Quality Improvements
CCH OneClick
Email templates
Under File > Maintenance > OneClick > Email templates, we have removed templates that are no longer used within OneClick to make it easier for users to see and update accordingly.
The following templates are available for users to view and edit:
- CreateMessage
- PracticePortalNotification
- ReminderPendingApprovalNotification
- PracticePortalApprovalNotification
- EnableFeaturesForOneClickClient
- NewOneClickAccessRights
- AssociateOneClickUserToClient
- DisableOneClickUser
- ReEnableOneClickUser
- SendInformationRequest
- AAACreateOneClickEmployee
- AAACreateOneClickClient
- PracticeReviewAndForwardNotification
- MarkAsComplete
- DDRUpdated
- Sage50ExtractorSetupInvite