Level 1 - Session 1
Session 1.0 - Overview 4.3
Session 1.1 - Adding a Trust 4.3
Session 1.3 - Adding a Company 4.3
Session 1.4 - Assigning Roles within the Trust 4.3
Session 1.5 - Adding a Person or a Company 4.3
Session 1.6 - Completion
Level 1 - Session 2
Session 2.0 - Overview 4.3
Session 2.1 - Adding a Gift Account 4.3
Session 2.2 - Adding Transactions to a Gift Account 4.3
Session 2.3 - Duplication Transactions to Multiple Settlors 4.3
Session 2.4 - Using Sub Groups in Gifting Accounts 4.3
Session 2.5 - Printing the Gifting Account 4.3
Session 2.6 - Creating Gfting Documents 4.3
Session 2.7 - Assets, Revenues & Distributions 4.3
Session 2.8 - Completion 4.3
Level 1 - Session 3
Session 3.0 - Overview 4.3
Session 3.1 - Using Precedent Wizard 4.3
Session 3.2 - Using Letter Wizard 4.3
Session 3.3 - Document Register 4.3
Session 3.4 - Creating Minutes Documents 4.3
Session 3.5 - Completion 4.3
Level 1 - Session 4
Session 4.0 - Overview 4.3
Session 4.1 - Using the Task List 4.3
Session 4.2 - Using the Calendar 4.3
Session 4.3 - Using the Task Library 4.3
Session 4.4 - Setting up the Task Library 4.3
Session 4.5 - Viewing Tasks 4.3
Session 4.6 - Completion 4.3
Level 1 - Session 5
Session 5.0 - Overview 4.3
Session 5.1 - Appendix - Trust Summary Report
Session 5.2 - People Reports 4.3
Session 5.3 - Gifting and Task Reports 4.3
Session 5.4 - Set Up Reports 4.3
Session 5.5 - Queries 4.3
Session 5.6 - Completion 4.3
Level 2 - Session 6
Session 6 - Overview 4.3
Session 6.1 - Users 4.3
Session 6.2 - Security Levels 4.3
Session 6.3 - Managers 4.3
Session 6.4 - User Groups 4.3
Session 6.5 - Trust Groups 4.3
Session 6.7 - Completion 4.3
Level 2 - Session 7
Session 7.1 - Types, Category, Status, Titles & Groups
Session 7.2 - System Defaults and Mandatory Fields
Session 7.3 - User Defined Fields
Session 7.4 - Completion
Level 3 - Session 8
Session 8.0 - Overview 4.3
Session 8.1 - Understanding Templates & Merge Fields 4.3
Session 8.2 - Appendix, Notes on Style File 4.3
Session 8.2 - Customising CCH Standard Templates 4.3
Session 8.3 - Appendix List of Bookmarks
Session 8.3 - Creating a New Template - Basic 4.3
Session 8.4 - Creating a New Template - User Defined
Session 8.5 - Review
Level 3 - Session 9
Session 9.0 - Overview
Session 9.1 - Creating a Letter Template Basic
Session 9.2 - Creating a Letter Template Address Types
Session 9.4 - Customising CCH Minute Library
Session 9.5 - Review
Level 3 - Session 10
Session 10.0 - Overview 4.3
Session 10.1 - Mailmerge 4.3
Session 10.2 - Email 4.3
Session 10.3 - Export 4.3
Session 10.4 - Completion