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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

9 results found

  1. Admin POV: Notification When Message has Failed to Send (Red Light)

    32 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Bradley Horton supported this idea  · 

  2. Enable clients to use Alias rather than given name

    8 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Bradley Horton supported this idea  · 

  3. Portal Message Centre for Un-activated clients

    25 votes
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    4 comments  ·  | CCH OneClick | » Client Workspace  ·  Admin →
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    Bradley Horton supported this idea  · 

  4. approval per document

    8 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Bradley Horton shared this idea  · 

  5. Archive older messages

    8 votes
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    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Bradley Horton shared this idea  · 

  6. Improve the range of CT Reporting fields

    24 votes
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    Under review  ·  3 comments  ·  | CCH Central Suite | » CCH Corporation Tax  ·  Admin →
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    Bradley Horton supported this idea  · 

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

    32 votes
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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Bradley Horton supported this idea  · 

  8. Reminders for documents pending approval

    6 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Bradley Horton shared this idea  · 

  9. pdf individual documents

    28 votes
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    Under review  ·  3 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Bradley Horton supported this idea  · 
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    Bradley Horton commented  · 

    The create PDF Collection creates a new document though. Using the Convert to PDF workflow step is better because it creates a new version of the same document. We've had to create a workflow with this one step to be able to do this. Please can this just be added as a button on the ribbon.