How do I Default the Filing Method in CCH Axcess™ Workflow?
- Article Type:
- How To
- Last Modified:
- 11/05/2022
Objectives
- Default the filing method for task types.
- Edit the filing method for tasks.
Environment
- CCH Axcess Workflow
- Filing Method
- Task Type
Procedure
The Default Filing Method can be set for Task Type.
Set Filing Method for Task Types:
Set Filing Method for Task Types:
- Go to the Utilities Settings
- Click on Setup Utilities>Manage Task Types Utility.
- Click and highlight the required Task Type.
- Choose the Task Filing Method Default Drop and select one of the following:
- eFile
- None
- Paper
- Click on Update
Additional Information
See the following topics for additional information on 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?
- How do I bulk edit the filing method for tasks in CCH Axcess Workflow?
- Is there a character limit when entering Instructions in the Assembly and Shipping Sections in CCH Axcess Workflow?
| Solution Id | 000156024/How-do-I-Default-the-Filing-Method-in-CCH-Axcess-Workflow |
|---|---|
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