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← Wolters Kluwer Tax & Accounting Product Feedback Forum

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5 results found

  1. Autotext/Quick Parts alternative in CCH to use with Doc Centre Templates

    1 vote
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    0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Under review  ·  AdminJess Lindo (Admin, CCH Software) responded

    Thank 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.

    Liz Pringle shared this idea  · 

  2. Facility to save attachments from emails when autosaved to DM

    16 votes
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    Under review  ·  2 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Liz Pringle supported this idea  · 

  3. Enable a document from the practice library to be added to client OneClick message

    7 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Liz Pringle supported this idea  · 

  4. To be able to have a PDF as a document template

    13 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Liz Pringle supported this idea  · 

  5. The ability to use Word Developer and the ability add drop downs/paragraph control boxes -or the capability to add rule-optional paragraphs

    2 votes
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    0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Liz Pringle supported this idea  ·