How do I bulk edit the filing method for tasks in CCH Axcess™ Workflow?
- Article Type:
- How To
- Last Modified:
- 11/05/2022
Objectives
- Edit filing methods for tasks.
- Bulk Edit
Environment
- CCH Axcess Workflow
- Assembly Section
- Filing Method
Procedure
Bulk edit enables you to change information that is common to all the rows selected. You can change the Filing Method for tasks in bulk from the My View or Search Results Page.
Edit Filing Methods for Tasks:
Note: Tasks can be selected for the same Category and can be done 50 tasks at a time.
Edit Filing Methods for Tasks:
- Select the tasks from the my view or search results page.
- Click on Task Info on the action bar.
- Select the Assembly option from the drop down.
- Select all Deliverables by checking the box next to the left of Client/Entity.
- Click on Bulk Edit from the Action Bar.
- In the Bulk Edit Assembly Details page select one of the following from the Filing Method Drop Down Box:
- Paper
- eFile
- None
- Click Apply at the bottom of the page.
Note: Tasks can be selected for the same Category and can be done 50 tasks at a time.
Additional Information
See the following topics for additional information on the Assembly Section:
- What is the Assembly Section of CCH Axcess™ Workflow?
- How do I add an attachment in the Assembly Section of CCH Axcess™ Workflow?
- How do I add Instructions in the Assembly Section of CCH Axcess™ Workflow?
- What does the Copy From Prior Button do in CCH Axcess™ Workflow?
- What is the Filing Method in CCH Axcess™ Workflow?
- Is there a character limit when entering Instructions in the Assembly and Shipping Sections in CCH Axcess™ Workflow?
Solution Id | 000242366/How-do-I-bulk-edit-the-filing-method-for-tasks-in-CCH-Axcess-Workflow |
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