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?
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:
Verify that your system administrator has selected plug-ins to be available to staff members.
Install the plug-in framework on your workstation. This framework is installed for you automatically if you have installed Document .
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.