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CCH® ProSystem fx® Document

Welcome to Document Help

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Navigating Document

About Document Central

About the Navigation Pane

Performing Routine File Management Tasks

Customizing Grids

Setting User Options

Setting Document User Options

Accessing Files from Your Dashboard Home Page

Working with Files

Using the Add Files Window

Checking Out a File Manually

Checking in a File Manually

Deleting a File

Downloading Files

Searching for Files

Performing a Quick Search

Performing Advanced Searches

Saving a Search

Collaborating on Files

Assigning and Updating Tasks

Creating a New Discussion

Emailing Files

Managing Files

Copying and Moving Files Between Entities

Running Document Reports

About File Groups

Archiving Files

Managing Entities

Creating a Client

Managing Document Options for a Client

Setting Folder Template Options for Non-client Entities

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Revised 4/10/2025