How do I add a new Document Type in CCH Axcess™ Document?

  1. Launch CCH Axcess™ Dashboard > Application Links > Firm > Lists > Document Lists > Document types
  2. Click New and type the name of the new document type.
  3. 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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