Are you getting the most from CCH Document Management?
Join this 2 hour webinar to see a full demonstration of how to get the most out of CCH Document Management for your growing document storage requirements.
This course will cover best practice around commonly used areas of the system including how to use the document searches, personalising the document centre for your individual needs and simple tasks actions you can use across your practice.
- Understanding the document centres and search panels
- Basic and advanced searches
- When and how to use content searches
- Managing saved searches
- Personalising the document centre and saved layouts
- Making use of document previews
- Using document tasks and homepage for simple document flows
Your presenters will be Wolters Kluwer Professional Services Consultants who combine deep product knowledge and training expertise with real-world experience of accounting and tax. During this webinar you will also have the opportunity to ask our experts questions to address your common user issues.
Who should attend?
This course is designed for new and existing users of CCH Document Management. Whether you are a new user who wants a refresher after initial training, or if you have been using document management for a while, this course will give you further guidance on how to get the most out of the system as your document stores are growing.
Unable to make this date?
Contact our Professional Services team to discuss on-site training options or suggestions for future events and locations.