How do I generate a routing slip in CCH Axcess Document?
- Open CCH Axcess Document.
- Select Add Files.
- Enter the appropriate entity and associated metadata such as class and subclass to be associated with the file.
- Select Add File to be Scanned.
- Enter a filename for the file to be scanned.
- Select Upload Selected Files.
- When the completed routing slip displays, choose Print to print the routing slip.