Getting Started with Document

Document provides a safe and centralized solution for managing digital files. Click a link below to learn more about some common tasks you can perform in Document.

Notes: The tasks listed below are available to most Document users. See Setting Up Document for Your Firm for information about administrator tasks.

Navigating Document

Use Document Central

Use the navigation panel

Customize grids

Use the right-click menu

Access help

Setting User Options

Set your user options

Add Document panes to Dashboard

Set Outlook options for CCH Plug-ins

Working with Files

Add a file

Check out a file

Check in a file

Delete a file

Download a file

Lock or unlock a file

Searching for Files

Run a quick search

Run an advanced search

Save a search

Collaborating on Files

Assign task

Discuss a file

Email files

Managing Files

Archiving files

Copy or move a file

Run reports

Use file groups

Managing Entities

Adding clients

Manage client profiles

Adding non-client entities

Manage non-client profiles

 
 

Expand the sections below to learn more about using Document with other CCH programs.

ClosedUsing the Plug-ins for Microsoft® Office and Adobe® Acrobat®

The CCH ProSystem fx Plug-ins for Document give you the ability to send files from the Microsoft® Office suite and Adobe® Acrobat® to Document. Click a link below to learn more about using some of the basic features of the plug-ins.

ClosedUsing Document with other Wolters Kluwer Products

You can use Document along with the other Wolters Kluwer products listed below. Before you can use these products with Document, your firm may need to configure options in the other program. You also may need to link clients between the other programs and Document. Click a link for a product below to learn more about using the product with Document.

Rev: 4/10/2025, 2:17 PM