CCH ProSystem fx Document - Setup Training

Guidance in setting up and configuring Document is crucial in order to ensure every vital consideration has been addressed and that you are taking full advantage of the features available in the application. During Document Setup Training — an experienced Wolters Kluwer Consultant will ensure the most important setup and configuration items in the application are addressed in order to ensure successful implementation.

Type: Single Client Training
Advanced Preparation: None
Prerequisites Required: None
Field of study: Computer Software & Applications
Program/Course Level: Basic

Objectives

• Understand the features which require custom setup and configuration to best suit your firm
• Setup and understand all components of your class and subclass structure
• Review typical file migration scenarios and understand how to scan files into Document
• Configure firm-wide settings, defaults, lists and user options
• Understand integration points with other software applications