About Document Central
About the Navigation Pane
Performing Routine File Management Tasks
Customizing Grids
Setting Document User Options
Accessing Files from Your Dashboard Home Page
Using the Add Files Window
Checking Out a File Manually
Checking in a File Manually
Deleting a File
Downloading Files
Performing a Quick Search
Performing Advanced Searches
Saving a Search
Assigning and Updating Tasks
Creating a New Discussion
Emailing Files
Copying and Moving Files Between Entities
Running Document Reports
About File Groups
Archiving Files
Creating a Client
Managing Document Options for a Client
Setting Folder Template Options for Non-client Entities
Integrating Document with CCH® ProSystem fx® Scan
Integrating Document with CCH® ProSystem fx® Tax
Configuring the Document Integration with CCH® ProSystem fx® Engagement
Portal Integration Overview
Using Document with Practice
Configuring the Document Integration with CCH Axcess™ Tax
Using Document with Workstream
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