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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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