Resources & Training
CCH Entities Content Guide
CCH Entities User Guide for Digital Signatures - Senders
CCH Entities User Guide for CCH Signatures - Signers
| Trust Manager User Training |
60 minutes Designed for new users who have CCH Entities Trust Manager. We work through entering a trust in the system including tasks, workflows, documents and reporting. |
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| CCH Entities Portal Training |
30 minutes The portal allows your clients to view information on all people & companies linked to their trust or company |
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| CCH Entities Customisation Training |
Learn how to create a new document template in the system and create your own workflows. |
Thursday, 23 January @ 3:00 pm |
| AML, CDD and Electronic ID Verification |
30 minutes Learn how CCH Entities can help you with the AML regime and Electronic ID Verification |
Wednesday, 22 January @ 2:00 pm |
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CCH Entities Trust Manager |
Short Recorded Sessions (10 - 15 mins) Administrator Setup Workflows and Tasks |