CCH ProSystem fx Document - Best Practices Consulting

Our consultants will facilitate a step-by-step approach designed to integrate Document into your document management workflow in a way that meets your unique business needs. During this highly interactive session, the software will be configured to reflect every important best practices decision, which will be documented in a custom Policies & Procedures Guide.

Type: Single Client Training
Advanced Preparation: None
Prerequisites Required: None
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 set-up a class/subclass list
• Configure firm-wide setting, defaults, lists and user options