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. |
|
| CCH Entities Portal Training |
30 minutes The portal allows your clients to view information on all people & companies linked to their trust or company |
|
| CCH Entities Customisation Training |
Learn how to create a new document template in the system and create your own workflows. |
Thursday, 24 October @ 12:00 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, 23 October @ 2:00 pm |
|
CCH Entities Trust Manager |
Short Recorded Sessions (10 - 15 mins) Administrator Setup Workflows and Tasks |