CCH Packs: Document Management Training
This Document Management online training course is suitable for new users and provides a step by step guide to using Document Management. With a step by step guide to using document management and includes a review of how to set up and manage document templates required for letter writing. This is a online interactive course designed to run for two sessions up to 3 hours each.
Overview
The training provides a step by step guide to using Document Management. Users will learn how to navigate the document management system, create & Edit documents, create a letter suing a template, search the document centre and use homepages shortcuts. This is an online interactive course designed to run for two sessions up to 3 hours each.
Key Objectives
- All delegates can apply knowledge when processing all types of documents that require filing via create, add, email and scanning
- All delegates can utilise available functionality when retrieving, reviewing and updating stored documents
- All delegates will be able to maintain CCH Document Management in line with their company’s policies and procedures
- Delegates understand the purpose of templates in CCH Document Management and assist in the creation of one key letter template
Who should attend
Everybody who will be using document management
Course contents
| Session One | Session Two |
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Pre-requisites
The SP Central and/or SP Document Management implementation consultancy should have been taken place prior to this training.
Note: This is a online interactive course designed to run for two sessions up to 3 hours each.
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