What are the options available for use in the CCH Axcess Document Plug-ins for Word and Excel?

The following Office Plug-in options are available on the CCH Axcess tab on the ribbon in 2007/2010 Word and 2007/2010 Excel:

  • Credentials – allows you to establish what credentials will be used to interact with CCH Axcess Document
    • These only need to be set up one time per workstation and apply to all of the Office Plug-ins
  • Save to Document – allows a newly created file to be saved directly to CCH Axcess Document.
  • Open from Document – allows a file currently stored in CCH Axcess Document to be checked out and worked on
  • Track My Steps – this is a troubleshooting function that collects detailed information about what is happening with the Office Plug-ins.
    • Unless directed to be enabled by a ProSystem fx support representative, you won’t need to have this on.

 

  Solution Tools
  Attachments
 Solution Id sw30502
 Direct Link
Did this article answer your question or resolve your issue?

Your feedback about this article will help us make it better. Thank you!