CCH Axcess Document - Best Practices Consulting

CCH Axcess™ Document (Document) is a Document Management System (DMS) that will replace some or, in many cases, all of the firm’s current electronic file structure. Implementing a dynamic DMS and developing a workflow designed to move the firm towards a paperless (or less paper) office will improve overall efficiency.

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

Objectives

• Understand managing and working with files in Document
• Create a file migration and location plan to address your existing electronic information
• Develop a scan workflow for paper documents
• Maximize integration with other paper documents
• Understand all file properties and setup a class/subclass list
• Configure firm-wide settings, defaults, lists and user options