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CCH Document Management Savita Patel Jason Pearce. Agenda . Conversions Features of CCH Document releases Portal. Legacy conversions. Most Docfx conversions completed

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CCH Document Management

Savita Patel

Jason Pearce

  • Conversions
  • Features of CCH Document releases
  • Portal
legacy conversions
Legacy conversions
  • Most Docfx conversions completed
  • Singleview conversion process has been improved to include mapping of Document Type and Keywords as well as Assignment and Job
  • Most clients are taking the ‘draw a line in the sand’ approach due the time it will take to sort out SV data for conversion
  • Can now configure the Documents tab to read Singleview Archive
  • Clients should be fully aware that conversions take time during which central will be unavailable and their servers will be heavily used during the process - this is normally out of hours and once a conversion starts it should not be stopped – weekends are ideal for this
singleview conversion option 1
Singleview conversion – Option 1
  • Link Folder which comprises:
    • 1 day consultancy
    • 1 day DM install
    • 1-2 days of training
  • This option will not convert any Singleview data into CCH DM but we will run a script that will add documents to the Document Tab (which can now be renamed)
singleview conversion option 2
Singleview Conversion – Option 2
  • Full Conversion which comprises:
    • 1 day consultancy
    • 1 day DM install
    • 1-2 days of training
  • PLUS
    • 1 day conversion consultancy
    • 1 day setting up and running a test conversion
    • The rest of the conversion will be down to the client to run
    • No workflow will be converted
version 1 3
Version 1.3
  • New features
    • File management – no longer saves a copy on your local machine
    • Get local copy – allows users to browse to a folder (including Dropbox and iPad)
    • Audit Trail
    • Document Linking
    • Virtual Inbox
    • Watch Folder
    • Integration to CCH Accounts Production
cch document management 2012 3 q3
CCH Document Management 2012.3 (Q3)
  • New features
  • Attach documents from Document Centre in Outlook
  • Open documents from Document Centre using MS Office
  • New Add Document Screen - Document Types link to Assignment Type – insolvency filing
  • Document Archiving – This version complies with the British Standard BS 10008
  • Better Document Security - Ensure DM adheres to Central’s Client & Assignment Data Security and Client/Assignment Team Security. Also to include Document type Security
cch document management 2012 3 q31
CCH Document Management 2012.3 (Q3)
  • New features
  • Enhanced Flow-view – Citrix compatible
  • Enhanced Reporting – Missing File Extensions, All Checked Out Documents, All Documents Created By
  • Ability to sort Documents by Last Modified date
  • Increase standard view in Document Centre – Configuration Key
  • Rename file when adding documents
cch document management 2012 3 q32
CCH Document Management 2012.3 (Q3)
  • Key fixes
    • Remember the sort order: e.g. defaults to low – high
    • Ability to delete templates
    • Search in the description field
    • Customisation of Properties Panel and Task Bar will be retained
    • Documents displaying incorrect preview
    • Document type selection when creating documents
    • Plug in issues when offline (opening and closing Word and Excel) issues with loading Doc Centre within Outlook when offline
cch document management portal
CCH Document Management Portal
  • What type of information do you currently exchange with your clients and how?
  • Are you currently using any kind of cloud technology within your practice already?
cch document management portal1
CCH Document Management Portal
  • Would you like to be able to offer your clients their own online document archive facility (similar to Dropbox)?
  • Would your clients be prepared to pay for an online document archive facility?
cch document management portal2
CCH Document Management Portal
  • Would you ever see yourselves offering the following options to your clients?
    • Inputting of Tax Return information online
    • Viewing Tax Return information, (date filed, Total due, POA)
    • Approval of Tax Return online
    • Approving Financial Statements online
    • Viewing past invoices / statements
    • Payment of your invoices online
    • Amending basic client details held in Central, (change of name / address / tel / email)
cch document management portal3
CCH Document Management Portal
  • Do you have any other ideas on the use of a Portal?