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CCH Software User Documentation

CCH Workflow 2022.2: Release Notes

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CCH Workflow 2022.2: Release Notes


Installing CCH Workflow 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

Updates to Job created when using Job roll forward

Historically when using an assignment/Job workflow that contains the step 'Job Roll forward',  if a manual job was already created for the next job against the relevant assignment the job was duplicated.  Now, if the Job name matches no duplication is present and a new workflow is automatically created against the job.

Quality Improvements

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' was being returned when Office 365 SMTP was being used.

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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