Using the Documents add-in for Microsoft Word, Excel or PowerPoint

To save a document using the CCH iFirm add-in once it is installed and authenticated:

  1. Go to the References ribbon in Word.
    • or the Data ribbon in Excel
    • or the Insert ribbon in PowerPoint
  2. Click the CCH iFirm add-in button.
  3. Choose whether to save the document to a Contact or to a Firm folder:
    • If saving to a Contact, search for the desired CCH iFirm Contact and select the Contact folder to which you want to save the document;
    • If saving to a Firm folder, select the Firm folder to which you want to save the document.
  4. Enter a file name.
  5. If desired, select the desired tags to be associated with the document by expanding the Tag section.

  6. Click Save.

If the Word, Excel, or PowerPoint file is already saved to a local hard drive or to OneDrive, the Documents add-in will take the existing name of the document for the upload to the Documents application. The original file will remain as a copy in its original location.

Desktop applications only:

If the Word, Excel, or PowerPoint file is a new (unsaved) document, you can enter a name for the file in the dialog box when selecting the destination folder. There is no requirement to save the file locally first.

Note: Saving the file to the Documents application should be the last action taken after all changes are made to the document. Edits made after a file is saved will not be automatically saved to the Documents application; however, to save a new version of the file, you can deselect the folder in which the file was saved to, select it again, and click Save again.