CCH ProSystem fx Document - End User Training

Learning how to successfully take advantage of the many tools available in Document is critical for every staff member. This introductory course provides hands-on training on the basic functions and features of Document, ensuring your staff members recognize and understand the full benefits of an integrated document management system.

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

Objectives

• Understand the purpose and benefits of Document
• Learn to navigate the Document user interface
• Understand how to add various types of files to Document
• Know the options for searching for files and organizing lists of files
• Understand the features and functions available to work with and manage files in Document