19 results found
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Improve creation of a PDF from a document in document centre
When creating a PDF from a word document stored in the document centre the only option we have is to choose where this document is saved. It would be useful to have the option to give this PDF file a name or for it to at least retain the name of the document converting from. Upon creation of a PDF it then resets all of the search parameters in document centre, which means having to do the search again to locate the PDF created and to rename it, could it not retain the current search parameters?
23 votes -
SAVING ATTACHMENTS DOWN FROM PREVIOUSLY SAVED EMAILS
Can we please have the ability to save attachments straight into Document Management when we open up an email within CCH. If the original user does not saved them down/the emails are automatically saved down it is a very long process to save it down separately
6 votes -
Enable a document from the practice library to be added to client OneClick message
When needing to send standard forms for completion (64-8 or new payroll starter for example), there is no option to add from the practice library within the attaching function of a OneClick message. This means you either have to add a blank copy into the client DM (waste of disk space) or save outside of CCH to add (risk having an old version of the document). It would be easier to either:
a) Add publish to OneClick button from the practice library
b) have the option within add attachment on OneClick message to add from practice library7 votes -
Add a collapse all button for the different folders
when there are a lot of documents, it takes a while to scroll down to the folder I want to look in, so to be able to collapse all folders and then straightaway see the folder I want would be more effiicient.
14 votes -
Merge Document save as PDF
On creating a mail merge document, as a huge number of clients do not have access to MS Word, can they be converted to PDF on creation to email out. Also it would be useful to be able to attach to an email template for bulk issue. Were advised by Support to raise the PDF creation.
1 vote -
email
I NEED YOUR SUPPORT AND VOTES TO MAKE DM MORE PRACTICAL!!!
Currently when an email is received from a client by user1 who file the email in DM and then forward the same email to use2 (without making any changes), the email is filed again automatically. If user2 then forward it to user3 to action, this email is filed again. User3 will respond to the same email to user2 who will then respond to user1 once the work have been completed. In brief one email received from a client is filed more than once. I cannot see the benefit of…
4 votes -
Facility to save attachments from emails when autosaved to DM
When emails auto save into DM it would be useful to be able to split out any attachments and save these as a separate document - only currently able to dril into the email trail locating the document and re uploading the document separately into DM
16 votes -
4 votes
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Exclude Closed Clients on Email filing
When filing emails it brings up all contacts when searching but doesnt have the option to 'exclude closed' - could this be added as it would save having to trawl through lots of 'smiths'!
4 votes -
When "email already filed" message comes up add Doc iD in message
Its very difficult to track which email you have open if you have a lot of emails with the same or similar titles or many in a conversation
3 votes -
Remove OCRing for documents scanned via a photocopier
Most documents scanned via a photocopier are signed accounts and tax returns that do not need to be OCR.
Can the OCR be turned off and an OCR Tick Box option be added to the Homepage Document Inbox "Edit Details" window, much the same as the option when scanning from a desktop scanner?6 votes -
Reduction in scan quality
The scan quality can drop drastically when using the Scan function. This does not happen when the same pdf document is uploaded into DM directly.
Can we have the ability to drag and drop pdf documents in the Scan area where we only want to use the splitting function and not the OCR function which reduces the quality please.3 votes -
Support Microsoft 365 AutoSave functionality
Something that will prevent a lot of headache for your clients going forward! AutoSave will be enabled by default for a lot of people when migrating to new versions of Office, currently trying to upload or checkin when AutoSave is enabled does nothing.
3 votes -
Need ability to add extrafield variables eg Addressee and Clientcode to mail merge subject
The mail merge subject field is currently fixed text so we cannot customise for each client.
6 votes -
Upload to Multiple Codes Prevents Task
If a document is uploaded to multiple client codes and then a task is created, the task does not show up on task lists, only on the documents inbox.
Tasks only show up on the task lists if a document is uploaded to one code, the task created and then the second client code added.
This increases the likelihood of documents going missing as most staff only use the task list not the documents in box.
We have 'lost' several documents as a result of this as staff do not always upload and add the task in the right order…3 votes -
Display most recent linked email only
Would it be possible to only display the most recent linked email in the main search results rather than every one? The previous emails can be seen by clicking on the link number in any case.
6 votes -
Manage Email Templates
Option to inactivate email templates so they would not be available for use.
2 votes -
Saving documents in .docx rather than .doc
At the moment any word documents added via the Documents tab is being saved as a .doc document. Would it be possible to change to save as .docx? Attach screenshot to illustrate.
1 vote -
Bar Codes
We are producing documentation that is leaving the company, being processed by clients and then returned. Can standard reports be bar coded, so when they are returned to the organisation, our scanning solution can recognise what the document is and file accordingly. Massive scope for time savings on this request.
8 votes
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