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CCH Software User Documentation

CCH Document Management: End User Training




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


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



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