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CCH Document Management Savita Patel Jason Pearce

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

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  1. CCH Document Management Savita Patel Jason Pearce

  2. Agenda • Conversions • Features of CCH Document releases • Portal

  3. 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

  4. 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)

  5. 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

  6. 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

  7. 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

  8. 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

  9. 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

  10. CCH Document Management Questions

  11. 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?

  12. 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?

  13. 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)

  14. CCH Document Management Portal • Do you have any other ideas on the use of a Portal?

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