CCH Axcess Document - Post Implementation Consulting

CCH Axcess™ Document Post Implementation Consulting is a customized consulting session meant to assist firms with workflow issues, system configuration, and expanding their overall use of Document. Many firms use this session, specifically, to develop non-client storage areas in the application.

Type: Single client training
Advanced preparation: None
Prerequisites required: None
Field of study: Computer Software and Applications
Program/course level: Basic

Objectives:
Refine current workflow processes, as they relate to Document.
Review current file properties (e.g., classes and subclasses) and make necessary changes.
Develop non-client storage areas in Document (e.g., Administrative, Human Resources, Firm Management).