Training & Consulting

CCH®, a Wolters Kluwer business | The Professional's First Choice™

Training for ProSystem fx® DocumentThe document management component of the CorpSystem® suite

Training Courses (Click course names to see / hide course information)

Document Training

Note: MANDATORY with Document purchases.

Objectives

Provide your company with a full understand of how to use your new Document product. Course includes hands on computer training.

Topics

Understanding the user interface
Accessing and searching files
Scanning, adding and editing files
Sorting, grouping, and filtering documents
Using online discussion features
Emailing files using Microsoft integration

Attendees

Entire staff

CPE

CPE certificate(s) included
• 1 per attendee (MTS)
• Up to 15 (1-on-1)
Specialized Knowledge and Applications-4 credits
$50 per additional CPE certificate requested (1-on-1)

Prerequisites

Read Policies

Introduction to ProSystem fx Document ASP

Note: This course does not replace the mandatory training and consulting course requirements.

Objectives

Familiarize your company with basic functionality and general application use.

Topics

Application log in
User setup
New company creation
Adding documents
Document searching

Attendees

Admin staff
Document champions team

CPE

No CPE certificate(s)

Prerequisites

None

ProSystem fx Document Version 3.7 Update Seminar

Objectives

Designed for firms that have updated from Document 3.3 to Document 3.7, learn the new features and enhancements available in this latest version.

Topics

Document 3.7 new features
Document 3.7 enhancements
Post questions and have them answered by our Document Application Specialists

Attendees

Admin staff or Document Champion's team

CPE

No CPE certificate(s)

Prerequisites

Read Policies
Document 3.3 customers

Document Version 3.7 Refresher Course - Client Portal

Objectives

Designed for firms that have updated from Document 3.3 to Document 3.7, learn the new features and enhancements available in this latest version Client Portal.

Topics

New features in Client Portal
Setup and administration of Portals
Post questions and have them answered by our Document Application Specialists

Attendees

Admin staff or Document Champion's team

CPE

No CPE certificate(s)

Prerequisites

Read Policies
Client Portal for Document v3.7 already implemented
Doc v3.7 customer

Introduction to ProSystem fx Document - Email Management

Objectives

Designed for firms who have upgraded to Document 3.7, learn the use and benefits of the Email Management module of ProSystem fx Document.

Topics

Overview
System requirements
Client setup and installation
Navigation panels
Working with documents and emails
Question & answer

Attendees

Admin staff or Document Champion's team

CPE

No CPE certificate(s)

Prerequisites

Read Policies
Document v3.7 customer