CCH Document Management: End User Training

Overview

This single online session covers all elements of document management which will be used on a daily basis and provides training in using CCH Document Management within CCH Central to create, add and retrieve client and non-client documents.

Course Duration: The online session will last up to 3 hours. The onsite course will consist of two sessions, lasting 3 hours each, i.e, 6 hours

Key Objectives

To ensure the delegates are able to apply knowledge when processing all types of documents that require filing via create, add, email and scanning
Utilise available functionality when retrieving, reviewing and updating stored documents

Course Contents

Understanding the document centre
Viewing documents
Adding documents
Creating documents from document templates
Assigning documents to users tasks
Home page view
Document Inbox
Scanning documents
Searching for documents

Document properties
Deleting documents
Using check in/out/cancel
Working with Email
PDF Collection
Document linking
Document history
Document Version Control

Pre-requisites

Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of CCH Central

Who is this course designed for?

All members of the business

Note: This training is available as a show and tell format online or onsite over two sessions for up two groups of delegates

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