CCH Axcess Document - Post Implementation Consulting

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 & 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)