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CCH Software User Documentation

CCH Document Management: Setup Training




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

The training includes the configuration and management of your database, in line with your business requirements. 

After completing this training you will be able to continue with the system maintenance and configuration changes of the database .  

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

Key Objectives

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

Course Contents

  • CCH Central components
  • Client filing
  • Libraries
  • Employee filing
  • Document types
  • Assignment templates
  • Templates
  • Link types
  • Action types
  • Custom fields/categories
  • Security
  • Homepages
  • Configuration keys


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.

Who is this course designed for?

CCH users / employees that have responsibility for managing CCH Central and/or CCH Document Management.

Super users

Database administrators

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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