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Introduction

Welcome to the User Guide for CCH iFirm Document Manager. This document contains the entire user information about the product, its configuration and various components that allow it to operate.

Version: 6.7.0.22

About CCH iFirm Document Manager

This section details the steps and procedures to deliver and deploy the CCH iFirm Document Manager Version 6.7.0.22 solution.

CCH iFirm Document Manager is implemented on Microsoft Office 365. Microsoft Office 365 is the brand name Microsoft uses for a group of subscriptions that provide productivity software and related services. For business users, Office 365 also offers service subscriptions for e-mail and social networking services through hosted versions of Exchange Server, Skype for Business Server, SharePoint and Office Online, integration with Yammer.

CCH iFirm Document Manager consists of a number of apps and configurations which enhance Microsoft Office 365 to provide advanced integration and document management services for professional services firms. CCH iFirm Document Manager is best used when implemented as a part of an entire end-to-end cloud solution within a business. The various components which make up the CCH iFirm Document Manager solution are as follows:

• Templates - An app integrated into SharePoint Online which allows the simple creation of documents from pre-defined Word and Excel templates which integrate data from the end-user and data from an existing practice management solutionCCH iFirm.
• Mail - An app integrated into Microsoft Exchange and therefore available in Outlook and Outlook Web App, allows the simple saving of email messages and attachments directly into a specific client folder or subfolder. The app also permits the tagging of metadata and provides for automatic prompting of client names based on data from the existing practice management solutionCCH iFirm.
• Mail Templates - An app integrated in Microsoft Exchange and therefore available in Outlook and Outlook Web App, allows the simple creation of emails from templates with integration of data from the end-user and from an existing practice management solutionCCH iFirm.
• Scans - A desktop application which automatically files and renames searchable PDF files into the Document Center hosted on SharePoint Online.
• Provisioning - A desktop application which configures the requirements for the SharePoint environment.
• SharePoint Site - Information on the configuration of Microsoft SharePoint Online required to support CCH iFirm Document Manager.
• Metadata - Information on how metadata improves the user experience.

• Synchronising Data - Configure your instance of CCH iFirm Document Manager to synchronise between Xero Practice Manager, Xero Tax or CCH iFirm

• Knowledge Base - Support notes and articles