43 results found
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Pre-tick box against document when checking in single documents from Document Centre but right-click at it is in Office add-in
Please amend it so that if you right click on a document in document centre that the one result that is returned is pre-ticked against document in question. In the Office addin for Word when you click checkin the identical looking box is pre-ticked and you just have to click the check-in button on the popup window.
I can understand why these aren't pre-ticked on the prompt when you exit the software to check documents back in as you might not want to select one of multiple documents but if the list contains one entry having to manually tick it…
2 votes -
Move the document management plugins folder out of Program Files
Currently every workstation prompts for an admin password when an update is installed that requires the document management plugins to be updated. Program Files (x86) is a restricted folder by default in windows and requires local admin rights to write to. Can we do something about this (maybe move the folder to ProgramData)? Going around every workstation is taking hours every time an update comes out.
3 votes -
Autotext/Quick Parts alternative in CCH to use with Doc Centre Templates
We currently create documents from templates in Doc Centre and use a standalone piece of software to drop in standard paragraphs from a library of around 200 blocks. I believe it was written years ago in FoxPro but it is held centrally and updated by the administrator when changes are required.
We had thought of autotext or quickparts in Word, but they cannot be saved and maintained in a central library by one person which we are looking for.
We don't use tax bundles (and don't have any plans to) but wondered if there were plans for something like this…
1 voteThank you for taking the time to add this idea to Uservoice. There are no plans for anything like this right now, but I'll review the idea again shortly to gauge support from other users.
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Finish implementing checking out to Microsoft 365 OneDrive
Finish implementing checking out to Microsoft 365 OneDrive.
Currently the Office Add ins do not work when checking a document out to Microsoft 365 OneDrive for Business. A user has to manually check out and check back in a document from CCH DM directly.
11 votes -
Issue with scaling on drop down filter menu in DM.
In Document Centre, when trying to filter in the search area, the drop down menu doesn't show the complete list. It's hard to explain without an image, but the list becomes transaparent and then only shows the items the mouse is selecting.
This is relating to a drawing issue affected by scaling in display settings for a specfic monitor. If the monitor is not set at 100% scaling, regardless of the resolution, then this appears to occur.
There is a script fix available should the problem occur. However, please can this fix be built into an update rather than have…
3 votes -
Document sorting order by date and time
When sorting documents by date we have them sorted with the latest documents at the top of the search list. However we note that if there is more than 1 document that day it puts the document with the most recent timestamp at the bottom of that date list. If sorting by date order then could the time in which saved/modified/uploaded follow the same logic with the most recent at the top.
13 votes -
To be able to have a PDF as a document template
It would be useful to be able to have PDF's as a document template E.g. HMRC 64-8 'Authorising your agent' is a PDF document taken from the HMRC website and we need this in place for all clients.
13 votes -
Support for Windows user profiles redirected to OneDrive
In testing when configuring a windows user profile to redirect the Documents folder to OneDrive this will result in errors and the inability to check out/open documents from within AA.
Adding support for OneDrive redirected profiles would be very useful
4 votes -
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 -
Password protection
There is no way to include a document password in the document properties. When you create an extra field for a password this means that there is only one password whereas incoming documents could have a different password from outgoing documents. If there was the ability to enter the password in the properties section of the document then passwords could be document specific
3 votes -
Ability to group and therefore expand and collapse relationships on associated tab
Add the expand and collapse option to the "Associated" tab by the relationship in the same way that you can in the "Extra" tab and "Document Centre". This would mean you could view a list of just the directors for example.
6 votes -
Creating PDF from document in the document center
When creating a PDF from a document in the document center, the only prompt is for Assignment and Job, can it also default to the "File name" and "Type" of the original file being converted. We are having to change these fields later on. It would be ideal to get the normal profiling window so we can set this as needed at the same time.
3 votes -
Improve the filing options
When filing a document in CCH and in the filing box, it would be better that when selecting the document type or assignment it would recognise more than the first character to allow ease for selection. For example in assignment if we wanted to choose Corporation Tax, the only 'quick' option is to type C in the box and scroll down. If it recognised the first say 3 characters we could type COR and it would save having to scroll down the list, which for document type is longer.
7 votes -
Delete working papers created
When rolling forward working papers are created and filed automatically in DM, however, there is no option to delete the WP in DM if we have to delete an accounting period, which does happen, so we end up having a duplicate set of WP in DM
3 votes -
Need more Addressee Merge Fields
Add AddresseePref, AddresseeFirst, AddresseeMiddle, AddresseeLast name fields so letters can be addressed to specific addressees at companies without typing the prefix and name in.
3 votes -
Add Powerpoint files to the DM template
It would be really useful to be able to add Powerpoint files to the DM templates instead of just standard Word and Excel.
3 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 -
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
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