Setting Up the Plug-ins for Microsoft® Office and Adobe® Acrobat®

To use the CCH Axcess Plug-ins, first complete the following steps:

  1. Verify that your system administrator has selected plug-ins to be available to staff members.
  2. Install the plug-in framework on your workstation. This framework is installed for you automatically if you have installed Document.
  3. 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.