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| CCH Central Suite |

Welcome to the Feedback Forum for the CCH Central Suite of products. This area is for you to have your say on product enhancements or improvements that you’d like to see in future releases of the software. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on.

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| CCH Central Suite |

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43 results found

  1. 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
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    Under review  ·  2 comments  ·  CCH Document Management  ·  Admin →
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  2. Enable drag and drop of docs from DM to Windows (desktop or email)

    4 votes
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  3. 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
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  4. 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
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  5. 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
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    Under review  ·  1 comment  ·  CCH Document Management  ·  Admin →
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  6. 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
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  7. Allow job creation from DM filing window

    So often I find that I want to file to the 'next year' job when it has not been created yet so have to abandon the document filing, go and create the job then back to filing. Would be great if we could create the job from the filing window.

    21 votes
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    0 comments  ·  CCH Document Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

  8. 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
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    0 comments  ·  CCH Document Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    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

  9. Configure defauly assignment and document type for system generated documents

    Where a tax return or set of accounts is published to DM, have the ability to set the assignment it should be tagged to as well.

    15 votes
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    3 comments  ·  CCH Document Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

  10. 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
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  11. 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
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  12. 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
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  13. 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
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  14. Request for Dynamic Document ID on documents

    If using the save-as function to create a new document, the document ID does not dynamically update to the document id of the new document (currently it keeps the existing docuemnt id). Please would you make this function dynamic so it doesn't have to be manually updated. Thank you

    3 votes
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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

  15. 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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  16. Enable Version and Audit Trail for 'Permanent' and un-editable documents

    If a document is uneditable, you are uable to edit / use any properties, when the ability to view the Audit trail and Versioning (permissions permitting) would be extremely useful.

    1 vote
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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

  17. Multiply associations wont work with DM

    DM template will only pick up the first assocation on a client when attaching a smart report and not the specified associated within the report. Please can it see multipy association and not the first one in the alphabet which usually is/has agent of...

    3 votes
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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

  18. Email recipients

    The option to choose a recipient should be a feature on all entities, at present this can't be done for individuals where they are type "Other person". It's not always the case that the email is going to the primary email address which is likely to be that of the individual, you could be sending documents to an associated contact of the individual eg stockbroker/solicitor

    2 votes
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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

  19. Permit additional file types to be used as document templates

    CCH does not currently suport macro enabled excel templates to be stored within DM. Please extend the system to allow these,

    32 votes
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  20. pdf individual documents

    It would be great to have a PDF button (like the one in the bills screen) where you can select an document press PDF and it converts to a PDF for you. the current process is to save as to a location and upload back to the document centre

    28 votes
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    Under review  ·  3 comments  ·  CCH Document Management  ·  Admin →
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