Setting Up the Plug-ins for Microsoft^® Office and Adobe^® Acrobat^®

You can send documents from several Microsoft^® Office applications to Document with the CCH Axcess Plug-ins. There is also a plug-in for Adobe^® Acrobat^® that allows you to publish PDFs to Document. These integrations reduce the amount of time required to create, distribute, and track documents.

Which applications have a Document  plug-ins?

Application	Plug-in available for	Supported Versions
	Document
Adobe® Acrobat®	Yes	32-bit versions of Adobe® Acrobat® Standard and Adobe® Acrobat® Pro, releases XI and newer
Microsoft® Excel®	Yes	32-bit versions of Microsoft® Office 2016, Microsoft® Office 2019, Microsoft® Office 2021, and Microsoft® Office 365™ (locally installed versions only; internet-based versions are not supported)
Microsoft® Outlook®	Yes
Microsoft® Word	Yes

Note: Versions of Adobe^® Acrobat^® and Microsoft^® Office that are not listed here might work with the plug-ins. However, only the versions listed here are supported.

To use the CCH Axcess Plug-ins, first complete the following steps:

1. Verify that your system administrator has selected plug-ins to be available to staff members.
2. Install the plug-in framework on your workstation. This framework is installed for you automatically if you have installed Document.
3. Select the plug-ins you want to install on your computer.

Note: Additional configuration options are available for Microsoft^® Outlook^®. To access these options, right-click an email message and select CCH Axcess > Configuration and Help Topics > Configuration.