Client Accounting. Tax. Intranet. CGT Reporter. CCH Learning. Web Manager. Document Manager. Email Manager. Secure Client Manager. PDF Manager. Acclipse PDF Manager, Free Download by Acclipse Ltd. Acclipse PDF Manager (daicahamsdestli.ml). Your best choice to collect, create and store all of your information into the same format.
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CCH iFirm. Document Manager. Restore the simplicity of filing from the old days, by bringing all your hard and soft copy documents together into one single. Acclipse Secure Client Manager enables you to provide a secure area on your website for each client. You can Uploading files via Acclipse PDF Manager. Email management - Acclipse Toolbar in MS Outlook. Task Management it's easy using MS Outlook! Incoming documents - Acclipse PDF Manager.
This saves time and makes information easy to find. Alternatively, you can save files directly to your own directory structure or electronic filing system. You can install the software yourself in minutes, without the need for any external consulting or training. PDF Manager comes with a free online learning course, which users can work through at any time, at their own pace.
Users can then continue to run the topics for reference whenever necessary. PDF Manager was designed to cover the core PDF workflows used by practices, so there are no unnecessary features to learn.
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It s a simple three-step process to create, combine and save your PDF files so everyone can be using the software in minutes.
You can produce PDFs from any type of file letters, tax returns, reports and financial statements. For example, you can combine all the client work for a specific job into one file making it easy to understand and easy to distribute. Some people try to uninstall it. Sometimes this can be difficult because deleting this by hand requires some experience related to Windows program uninstallation. Here is how to do this: This is a good step because Advanced Uninstaller PRO is a very useful uninstaller and general utility to optimize your computer.
It's recommended to take your time to admire Advanced Uninstaller PRO's interface and number of functions available. Advanced Uninstaller PRO is a powerful package of tools. Press the General Tools category 4. Press the Uninstall Programs feature 5.
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Changing the default year subfolder to Acclipse Document Manager Administration Guide 26 34 Categories The categories containing your content are located in the folder tree. You can add, edit, move, sort, hide, protect, and delete categories. Add category To add a category to the folder tree: 1.
Select a category to house the new category in. TIP: To add a category to the top level, select Documents on the folder tree. Click the New Category icon. Right-click the category Select New Category. Enter the name of the new category in the Title field. Tick or untick the types of documents you wish to display in the category.
To see which documents in a category are hidden from the user module, click the Toggle Category File Type Filter icon. Tick Do not display to hide the category from the user module if required. Tick Category has custom view to enable users with access to edit the category using the Custom View Editor. Enter a password in the Password field if you wish to restrict access to the new category in the user module.
Subcategories within the category will remain accessible unless you assign a password to them too.
Tick Do NOT display if you wish to hide the category from the user module. TIP: You might wish to hide a category while you are working on it. Acclipse Document Manager Administration Guide 27 35 Adjust category properties Adding a new category You can make the following changes to a category: Rename it Adjust the types of documents that can display in it Hide or show it in the user module Enable or disable it for custom view Assign or remove a password Rename category To rename a category: 1.
Select the category. Enter the new title in the field provided. Acclipse Document Manager Administration Guide 28 36 Adjust types of documents that can display in category To change the types of documents that can display in the category: 1. Tick or untick the document types as required.
You can hide a category from the user module. This is useful when you are working on documents contained in it. Once you have finished with the documents, you can show the category in the user module. To hide a category: 1. Select a category. Tick Do not display to hide the category. Acclipse Document Manager Administration Guide 29 37 Set category to custom view You can set a category so it displays like a web page in the documents area of the user module.
Once you have done this you can open and edit the category using the Custom View Editor. To set a category to custom view: 1. Select the required category. Tick Category has custom view.
NOTE: When a category has been set to set to custom view, it will have a web tree. Setting a category to custom view so you can edit it using the Custom View Editor Acclipse Document Manager Administration Guide 30 38 Protect category with password You can restrict access to a category for particular team members by only giving the category password to specific team members.
This enables you to securely store sensitive content in a convenient location where only management, for example, can access it. NOTE: The password will only restrict access to this category.
To assign a password to a category: 1. Enter a password in the Password field. Trying to access a password-protected category The title and description of a document in a password-protected category will display in search results. Consequently Acclipse recommends you rename a document if it has a sensitive title or description. If a team member tries to open a document in a password-protected category, they will be prompted to enter the password for the category.
Move category You can move a category up, down, left, or right to change the order in which it display in the administration and user modules. Select the category or subcategory you wish to move. Click the Move Up or Move Down icons. Click the Move Left or Move Right icons. Acclipse Document Manager Administration Guide 31 39 Delete category Before you can delete a category, you need to remove all the documents contained in it.
To delete a category: 1.
Select the category you wish to delete. Click the Delete icon. Right-click the category Select Delete Category. Press Delete. Click Yes to proceed with the deletion. Acclipse Document Manager Administration Guide 32 40 Templates Applying templates to documents ensures consistent formatting, helps standardise your client correspondence, and saves hours of formatting time.
Templates are especially useful for client documents and invoices. You can adjust the default Acclipse templates to suit your organisation s requirements, create new templates with replace fields and standard text marks, associate templates with particular types of documents, and more. Before you add documents to Acclipse Document Manager, we recommend you set up your templates. All templates are stored in the Templates category on the folder tree, which contains the following types of templates: Business Used when team members merge documents eg letters and fax sheets Document Used when you create new Acclipse Document Manager content eg checklist and procedure templates Invoicing Applied when invoices are generated Types of templates Example of business templates team members can use when merging documents Acclipse Document Manager Administration Guide 33 41 Create template You can add as many templates as you like.
For example, you could create a report business template for team members to use when sending a report to a client. To create a new template: 1. Select the Templates category. Select Business, Document, or Invoicing as required.
Right-click the white space in the information panel Select New Document. Ensure Create New is selected. Click the arrow below Create New Select the required template type. Enter a name for the template in the field provided. Enter a description and keywords in the fields provided. Click the arrow beside the Type field Select Other. Click Finish A blank Word document opens. Enter and format text in the template as required Save your changes.
Creating a template Acclipse Document Manager Administration Guide 34 42 Create style template You can create a template that specifies your organisation s font style size and apply this to intranet documents using the Create Document feature.
To create a style template: 1. Select Business. Enter a name for the template in the field provided eg style template.
Enter a description and keywords in the fields provided if required. Position your cursor where you wish the contents of the intranet document or typed text from Word to be inserted when you merge the document with your template using the Create Document feature.
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Select the standard text mark you have inserted. Apply your font and style to the selected standard text mark eg Verdana 10 pt. Setting up a style template In this example Verdana 11 has been applied to the standard text mark Acclipse Document Manager Administration Guide 35 43 View of document before it is merged with a style template View of document after it is merged with a style template In this example the font has been changed from Times New Roman 12 to Verdana 11 Edit template You can modify the default Acclipse templates or your own templates at any stage.
For example, you can adjust the font used in the template to suit your organisation s requirements and add your logo. To adjust an existing template: 1. Select Templates on the folder tree. Select the template. Click Edit Document. Make the required changes.
TIP: You can add replace fields and a standard text mark to a template. Acclipse Document Manager Administration Guide 36 44 Add merge functionality to template You can add replace fields and a standard text mark to a template using the buttons on the Acclipse Merge Fields toolbar in Word.
Acclipse Merge Fields toolbar in Word Acclipse Merge Fields buttons under Insert tab in Word Add replace fields in template Acclipse Merge Fields buttons under Insert tab in Word Replace fields prompt team members to enter appropriate information when they merge a document with the template.
If there is more than one instance of a replace field in a document, this is indicated as linked and all instances of the field are replaced with the text the user enters in the Replace Fields window. To insert replace fields: 1.Select the category. Acclipse Merge Fields toolbar in Word Acclipse Merge Fields buttons under Insert tab in Word Add replace fields in template Acclipse Merge Fields buttons under Insert tab in Word Replace fields prompt team members to enter appropriate information when they merge a document with the template.
If you do, you will need to create and select a new year subfolder at the turn of each calendar or financial year.
To see which documents in a category are hidden from the user module, click the Toggle Category File Type Filter icon. Select the Document Manager tab. Acclipse Document Manager Administration Guide 19 27 5. Press Enter.