How do I generate a routing slip in CCH Axcess Document?

  1. Open CCH Axcess Document.
  2. Select Add Files.
  3. Enter the appropriate entity and associated metadata such as class and subclass to be associated with the file.
  4. Select Add File to be Scanned.
  5. Enter a filename for the file to be scanned.
  6. Select Upload Selected Files.
  7. When the completed routing slip displays, choose Print to print the routing slip.
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