What are Document Types in CCH Axcess Document?

  • Document type is created at the firm level and is the third classification for a file, with class and subclass being the first and second classifications.
  • A document type can be applied to files at any level (firm, office, business unit, staff, clients and other entities).
  • Document type is an optional classification.
  • Document type is not specific to entity types. The same document types will appear every time a file is added into Document.

For information about creating Document Types, click here.

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