How do I set up firm delivery methods for use on projects in CCH Axcess Workstream?

  1. From the Dashboard, select Configuration.
  2. Select Global Lists from the Firm section or Lists from the Workstream section.
  3. In Workstream List, select Delivery Methods.
  4. Select New from the top.
  5. Enter desired name of delivery methods, hit the tab key on your keyboard to add new item to list.
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