Training & Consulting

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

Training for ProSystem fx® DocumentEnjoy the benefits of a paperless workflow

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

Document Training

Note: MANDATORY for Document purchases.

Objectives

Provide your firm with a full understanding 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

ProSystem fx Document Version 3.8 Update Seminar

Objectives

This is a combination session designed for firms that have or will soon update from Document 3.7 to 3.8, as well as those who are converting from Document 3.3 to 3.7. You will learn the new features and enhancements available in these versions.

Topics (Section 1, version 3.8)

Document 3.8 new features
Document 3.8 new enhancements
3.7 to 3.8 Upgrade Tips
General Questions and Answers

Topics (Section 2, version 3.7)

Document 3.7 new features
Document 3.7 enhancements
3.3 to 3.7 Upgrade Tips
General Questions and Answers

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