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CCH ProSystem fx Document - End User Training

Online or In-person

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


  • 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
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1
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