January 2017
This month we have put the spotlight on iTrust Documents.
And don't forget to check out the New Developments section for news on upcoming feature releases!
iTrust Documents
Did know there are 3 ways to add documents to a trust record in iTrust?
- Create a new document from over 150 templates available in iTrust.
- Upload an existing document from your pc or network.
- Create a hyperlink to a document you have saved online.
Once linked to a trust these documents will be available for you to view on any device.
Uploading Tip: Select Multi Select if you have more than one document to upload
Recent Change: You can now edit the creation date on documents you upload:
CCH iTrust new developments & Updates
- Coming Soon - Online checklists.
Complete checklists online within the iTrust software. Share checklist information in real time with your colleague and access checklists from anywhere.
- Do you use Xero? We are currently working on a Xero interface. If you would be interested in testing this feature and giving us some feedback please email Karen.Rogers@wolterskluwer.com
For a CCH iTrust training, please contact Suzy.Hardy@wolterskluwer.com