Setting Up Document for Your Firm

The administrator must configure the firm options before staff members can use Document. Click a link below to learn about some common administrative tasks that must be performed for Document.

Firm Setup

Set general options

Set up classes and subclasses

Set up email notifications

Set up file naming conventions

Set up lists

Folder Templates

Manage folder templates

Subscribe to a folder template

Reporting

Generate standard reports

Generate audit trail activity reports

Organizational Unit Options

Set Document options for business units

Set Document options for an office

Staff, Client, and Non-client Options

Set Document staff options

Manage Document client options

Manage Document non-client options

ClosedUsing Document with Other CCH Axcess Modules

Document shares a common client database with the other CCH Axcess modules. This common database makes it easy for you to send files created in other CCH Axcess modules directly to Document. Click the links below to learn how Document interacts with each module.

ClosedIntegrating Document with Other Wolters Kluwer Products

You can use Document along with other Wolters Kluwer products listed below. Before you can use these products with Document, your firm may need to configure options in the other program. You also may need to link clients between the other programs and Document. Click a link for a product to learn more about the configuration that is needed to use the program with Document.

ClosedUsing the Plug-ins for Microsoft® Office and Adobe® Acrobat®

The Plug-ins for the Microsoft® Office suite and Adobe® Acrobat® allow you to add files directly to Document. Click a link below to learn more about setting up this integration.