How do I add a new Document Type in CCH Axcess™ Document?
- Launch CCH Axcess™ Dashboard > Application Links > Firm > Lists > Document Lists > Document types
- Click New and type the name of the new document type.
- Press your ENTER key to complete the entry.
For an explanation of Document Types, see our article 000032477 "What are Document Types in CCH Axcess Document??"
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