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CCH ProSystem fx Document - Best Practices Consulting

Online or In-person

Our consultants will facilitate a step-by-step approach designed to integrate Document into your document management workflow in a way that meets your unique business needs. During this highly interactive session, the software will be configured to reflect every important best practices decision, which will be documented in a custom Policies & Procedures Guide.

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


  • 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 set-up a class/subclass list
  • Configure firm-wide setting, defaults, lists and user options
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1
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