Home|Webinar|Document Management Webinar Series: How to work collaboratively with your clients when working remotely
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3-part Webinar Series: How to stay connected when working remotely with CCH Document Management

With remote working becoming the new normal for many of us, it’s never been so important to establish a digitally connected practice. That’s where CCH Document Management and CCH OneClick really come into their own, making it easier and safer to manage and share information in your practice and communicate with your clients securely.

Join Evan Jones and Nick Moss for a 3-part webinar series, designed to show you how you can increase collaboration across your practice and with your clients. They will provide you with best practice tips and demonstrations how the software can help you to continue to manage your practice remotely, during any uncertain times.

If you are already a customer, these will be valuable 30 minute sessions to help you ensure that you are making the most of the software and its full potential. If you are considering a document management system, these webinars will illustrate some of the key functionality you should think about.

Part 1: How to keep connected with your practice

During this 30 minute webinar we will cover:

  • Outlook integration
  • Scanning and process management
  • Protecting the security of your information

Tuesday 16th June at 11am

Part 2: How to work collaboratively with your clients

During this 30 minute webinar we will cover:

  • Integration between CCH Document Management and CCH OneClick
  • Using the workspaces in CCH OneClick for you and your clients
  • Secure messaging and document approval with CCH OneClick

Wednesday 17th June at 11am

Part 3: How to manage practice employee documentation
with the HR function

During this 30 minute webinar we will cover:

  • Navigating the employee filing library
  • Creating document templates and workflows for employee filing
  • Managing permissions for the employee document centre

Wednesday 1st July at 11am