How do I move the year folder so it appears in descending order in CCH Axcess™ Document?
This will affect the display for all users of CCH Axcess Document:
- Open the CCH Axcess Dashboard.
- Click Application Links in the navigation panel.
- Click Firm > Settings and defaults.
- Select Document > Folder Templates > Managed.
- Double-click a template that you need to change.
- Expand Entity.
- Click the Year folder.
- Click Move Up.
- Click OK to save your changes.
Solution Id | 000053792/How-do-I-move-the-year-folder-so-it-appears-in-descending-order |
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