CCH Axcess Document - Best Practices Consulting

CCH Axcess™ Document is a Document Management System (DMS) that will replace some or, in many cases, all of the firm’s current electronic file structure. Implementing a dynamic DMS and developing a workflow designed to move the firm towards a paperless (or less paper) office will improve overall efficiency.

Type: Single client training
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: CCH Axcess™ Document Setup
Field of study: Computer Software and Applications
Program/course level: Basic

Objectives

• Understand managing and working with files in Document.
• Create a file migration and location plan to address your existing electronic information.
• Develop a scan workflow for paper documents.
• Maximize integration with other paper documents.
• Understand all file properties and setup a class/subclass list.
• Configure firm-wide settings, defaults, lists and user options.