Transcript Slide 1
CCH Document
Management
Savita Patel
Jason Pearce
Agenda
Conversions
Features
Portal
of CCH Document releases
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
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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)
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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
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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
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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
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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
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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
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CCH Document Management
Questions
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?
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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?
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CCH Document Management Portal
Would you ever see yourselves offering the following options to
your clients?
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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)
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CCH Document Management Portal
Do you have any other ideas on the use of a Portal?
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