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CCH Axcess Document - Best Practices Consulting
Ongoing
Online or in-person
CCH Axcess™ Document (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 Training
Field of study: Computer software & 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.
Training
CCH Axcess Document - Best Practices Consulting
Online or in-person
Ongoing
CPE credits: 2,8
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1