What are delivery methods used for in CCH Axcess Workstream?

Delivery methods allow your firm to track the method used to give a client a deliverable. 

  • For example: E-mail, USPS, courier, FedEx, Client will pick up, etc.

For more information on delivery method for a project, see how do I select the delivery method information for a project in CCH Axcess Workstream.

For more information on delivery method for a firm, see how do I set up firm delivery methods for use on projects in CCH Axcess Workstream.

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