CCH Document Management
Download
1 / 14

CCH Document Management Savita Patel Jason Pearce - PowerPoint PPT Presentation


  • 144 Views
  • Uploaded on

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

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'CCH Document Management Savita Patel Jason Pearce' - fleta


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
Cch document management savita patel jason pearce

CCH Document Management

Savita Patel

Jason Pearce


Agenda
Agenda

  • 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?