Version 4.2 Trust Service Training Docs

Level 3 - Session 10

• Session 10.0 - Overview
• Session 10.1 - Mail merge
• Session 10.2 - Email
• Session 10.3 - Export
• Session 10.4 - Review

Level 3 - Session 9

• Session 9.0 - Overview
• Session 9.1 - Customising CCH Standard Templates
• Session 9.2 - Creating a Resolutions Template
• Session 9.3 - Customising CCH Minute Library
• Session 9.4 - Review

Level 3 - Session 8

• Session 8.0 - Overview
• Session 8.1 - Understanding Templates and Merge Fields
• Session 8.2 - Customising CCH Standard Templates
• Session 8.2 - Appendix - Notes on Style File
• Session 8.3 - Creating a New Template (Basic)
• Session 8.4 - Creating a New Template (User Defined)
• Session 8.5 - Creating a Letter Template (Single Person)
• Session 8.6 - Creating a Letter Template (Multiple People)
• Session 8.7 - Review

Level 2 - Session 7

• Session 7.0 - Overview
• Session 7.1 - Trust Reports
• Session 7.1 - Trust Summary Report Sample
• Session 7.2 - People Reports
• Session 7.3 - Gifting & Task Reports
• Session 7.4 - Set Up Reports
• Session 7.5 - Queries
• Session 7.6 - Review

Level 2 - Session 6

• Session 6.0 - Overview
• Session 6.1 - Types, Category, Status, Titles
• Session 6.2 - System Defaults
• Session 6.3 - User Defined Fields
• Session 6.4 - Completion

Level 2 - Session 5

• Session 5.0 - Overview
• Session 5.1 - Users
• Session 5.2 - Security Levels
• Session 5.3 - Managers
• Session 5.4 - User Groups
• Session 5.5 - Trust Groups
• Session 5.6 - Responsibilities
• Session 5.7 - Completion

Level 1 - Session 4

• Session 4.0 - Overview
• Session 4.1 - Using the Task List
• Session 4.2 - Using the Calendar
• Session 4.3 - Using the Task Library
• Session 4.4 - Adding Templates to the Task Library
• Session 4.5 - Viewing Tasks
• Session 4.6 - Completion

Level 1 - Session 3

• Session 3.0 - Overview
• Session 3.1 - Adding a Gift Account
• Session 3.2 - Adding Transactions to a Gift Account
• Session 3.3 - Duplicating Transactions to Multiple Settlors
• Session 3.4 - Using Sub Groups in Gifting Account
• Session 3.5 - Printing the Gift Account
• Session 3.6 - Creating Gifting Documents
• Session 3.7 - Assets, Revenues & Distributions
• Session 3.8 - Review

Level 1 - Session 2

• Session 2.0 – Overview
• Session 2.1 – Creating Standard Documents
• Session 2.2 – Document Register
• Session 2.3 – Creating Minutes from Standard Templates
• Session 2.4 – Completion

Level 1 - Session 1

• Session 1 - Overview
• Session 1 - Completion
• Session 1.1 - Adding Trust
• Session 1.2 - Adding People
• Session 1.3 - Adding Company
• Session 1.4 - Assigning roles