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CCH Software User Documentation

CCH Document Management: Templates Training




This single practical interactive online session provides training in setup and maintenance of the template components of CCH Document Management within CCH Central. 

Course Duration: This session will last up to 3 hours.

Key Objectives

  • The delegates will be able to access and utilise the template maintenance tools of CCH Document Management within CCH Central. 
  • Ensure delegates can maintain CCH Document Management templates in line with their company policy and procedures. 

Course Contents

  • Review templates in action 

  • Templates types 

  • Creating templates 

  • Understanding merge fields 

  • Editing/maintaining templates 

  • Master templates 


Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of CCH Central with appropriate task permissions and MS Office plugins installed on their local systems.

All attendees should have a working knowledge of MS Word software and the appropriate level of security access to CCH Central/ CCH Document Management. 

Who is this course designed for?

CCH Users / employees that have responsibility for managing CCH Central Templates for CCH Document management


Useful Resources

  • eLearning courses - online courses that provide you with an overview and insight into our software
  • Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software 
  • Webinars - sessions for you to attend and learn from



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