CCH Axcess Document - Post Implementation Consulting
CCH Axcess™ Document Post Implementation Consulting is a customized consulting session meant to assist firms with workflow issues, system configuration, and expanding their overall use of Document.
By purchasing this product, you understand and agree that you have current access to the CCH Axcess software. This training product is specific to the CCH Axcess, and will not be applicable to non-users.
After purchase, a member from our Scheduling and Operations team will reach out to you with the next steps and to schedule your training sessions.
CCH Axcess™ Document Post Implementation Consulting is a customized consulting session meant to assist firms with workflow issues, system configuration, and expanding their overall use of Document. Many firms use this session, specifically, to develop non-client storage areas in the application.
Type: Single client training
Advanced preparation: None
Prerequisites required: None
Field of study: Computer Software and Applications
Program/course level: Basic
Objectives:
- Refine current workflow processes, as they relate to Document.
- Review current file properties (e.g., classes and subclasses) and make necessary changes.
- Develop non-client storage areas in Document (e.g., Administrative, Human Resources, Firm Management).
After purchase, a member from our Scheduling and Operations team will reach out to you with the next steps and to schedule your training sessions.
| Format | Webinar |
|---|---|
| Subject Area | CCH Axcess Document |