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CCH Software User Documentation

CCH Document Management 2022.2: Release Notes

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CCH Document Management 2022.2: Release Notes


Installing CCH Document Management 2022.2

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 (Prerequisites, Update Instructions etc).

Software Enhancements

Ability to restrict file types on upload

Practices are now able to restrict what file types employees are able to upload either into the Document Centre or Client Document Centre.  Enter the required document types into the key-value section of the new configuration key DM_AllowedFileTypes.  The values can be entered in Maintenance > User Defined > Configuration.  Separate the file types by a comma.  eg:  *.doc,*.xls etc. 

Log out and re-login for changes to take effect.

When a file has been selected for upload that does not conform to the entered allowed file types the following message is shown.


Note:  Upon upgrade, the DM_AllowedFileTypes configuration key is automatically created with the default key-value set to *.*, this results in no change to current behaviour. The list of acceptable values within the Key Value column is limited to 255 characters.


Information! Uploads of *.tif, *.tiff and *.pdf files via the Scan tab are unaffected by this.


Information! Restrictions to uploads via the Right mouse click > Send to > CCH Document, the CCH Document Folder Monitoring Utility, CCH Scan Profiler Service and the CCH Email Filing plugin are scheduled for a future release.


Create PDF 

The Create PDF pop-up window has been changed to allow users to be able to perform the following actions

PDF Collection
  • Attach a document extra field as determined by the document type
  • Change/Sort the collection order


  • The Document Type drop-down box returns the types associated with the Assignment selected.  If no document types have been associated, then all document types are returned.   All document types are also returned where Assignment selection is set to none.
  • Only Extra Fields that are marked as 'Category' are available within the drop-down selection.  
  • If an Extra Field has been marked as Mandatory under Libraries and Types Extra Fields, when that Type is selected the mandatory Extra Field is automatically displayed.
  • Only one Extra Field can be associated with this Create PDF Collection screen.  To add additional extra fields, select the Properties of the collection and click the Extra Fields button clipboard_e66fc66516c118b77de5a5d48759c6a79.png.
  • Select the document from the order list and use the up/down arrows to change position.
GDPR Collection

When the GDPR Collection is selected all options are unselected.  Click the OK button to create the GDPR Collection.


Quality Improvements

ITS 66242 - Specific PDF files causing a massive memory hog when a thumbnail is being generated

Since upgrading to 2022.1, when a user clicked preview against certain pdf forms, the preview was blank and the system slowed down and on some occasions crashed.  Now when trying to generate a thumbnail for a pdf that is classified as "A fillable pdf" (a pdf document that includes certain fields that are editable eg: a bank request form) the preview is no longer being shown and the following image is displayed.


ITS 66229 - Email > Password Protect a PDF result in 'System.IO The process cannot access the file error'

Since upgrading to 2022.1, when the user tries to password protect the PDF the following "System.IO.IOException:  The Process cannot access the file C:\Users\xxx\Documents\CCHDocument\Temp\PDF name.pdf because it is being used by another process.

ITS 66238 - 'Create Email from Document' and 'Convert Document to Email' workflow activities, errors with 'Handshake System.IO Error'

Since upgrading to 2022.1, when using either of the following two DM workflow activities 'Create Email from Document' or 'Convert Document to Email' an 'Handshake System.IO Error was being shown where the SMTPEncryption was set to TLS.

ITS 66241 - 'Create Email from Document' and 'Convert Document to Email' workflow activities, errors with "Exception: SmtpException: Authorisation Failed"

Since upgrading to 2022.1, when using either of the following two DM workflow activities 'Create Email from Document' or 'Convert Document to Email' an Exception: SmtpException: Authorisation Failed for Office 365 Smtp is being returned and the email is NOT being sent.  (see Notable Issues for Body of email alignment issues)

ITS 59222 - Document Task Homepage control - SQL performance tuning

Previously, some Practices have reported that there were significant performance hits when interacting with the Document Task Homepage control.

ITS 59567 - Duplicate Document Types where the user was a member of multiple security groups

Previously, where an employee was a member of multiple security groups the Document Types were being displayed multiple times when performing either a Document Type Bulk Update or viewing the Document Type drop-down when clicking Edit Details from the Document Task Homepage.

ITS 55260 - Scan - Used scan licences are not being released

Previously, if CCH Central crashed while the Scan tab was open, the licence was not automatically cleared.

ITS 66277 - Homepage - Workflow name is not displayed for contact document workflows

Previously, where a workflow was attached to a document for a 'contact' only, the workflow name (Contact Name) and other properties were not being populated on the workflow homepage control when that workflow template was selected.

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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