We are finding users are exchanging client advice using Chat in MS Teams. No way to easily save content from Teams into CCH Doc Man.
Integration between Teams and CCH DM are users are no using it over email to discuss and share client advice.
5
votes
Douglas Rintoul
shared this idea
HI Douglas
Thanks for adding this to UserVoice.
This is being explored at the moment; we will be demonstrating a POC at the next Scottish User Group.
Evan Jones
Lead Product Manager