Navigating CCH iFirm Validate

CCH iFirm Validate includes three primary views, which are described in the table below. Click a view name to learn more about using it.

View	How to Access	Description
Project dashboard	Opens automatically when you open CCH iFirm Validate. Click Validate under the Firm Applications menu on the left side of the CCH iFirm home page.	Location for starting new projects and accessing existing ones, among other tasks.
Project's main page	From the Project dashboard page: Click a project name to open the project's request list. From a project report page: Click the arrow icon at the top left of the page.	Lists all the reports that you have created for a specific project. Clicking a status filter at the top of the page allows you to view all the projects in that status. Clicking the report description for a completed request in the list opens the detailed information for that report.
Report	From a project request list: Click a report description. From another report page for the same client and financial institution: Click Report List in the upper right corner of a report page, and then click the report name in the box that displays.	The report page displays the data provided by the financial institution in response to your request. The layout and content of the page varies depending on the type of report it is. Use the print buttons for individual accounts to print individual sections, or click Print All to print the whole report. You can also filter the report by account type, and then use Print All to print the information for all accounts of that type at one time.

View

How to Access

Description

Project dashboard

Opens automatically when you open CCH iFirm Validate.
Click Validate under the Firm Applications menu on the left side of the CCH iFirm home page.

Location for starting new projects and accessing existing ones, among other tasks.

Project's main page

From the Project dashboard page: Click a project name to open the project's request list.
From a project report page: Click the arrow icon at the top left of the page.

Lists all the reports that you have created for a specific project.

Clicking a status filter at the top of the page allows you to view all the projects in that status.

Clicking the report description for a completed request in the list opens the detailed information for that report.

Report

From a project request list: Click a report description.
From another report page for the same client and financial institution: Click Report List in the upper right corner of a report page, and then click the report name in the box that displays.

The report page displays the data provided by the financial institution in response to your request.

The layout and content of the page varies depending on the type of report it is. Use the print buttons for individual accounts to print individual sections, or click Print All to print the whole report. You can also filter the report by account type, and then use Print All to print the information for all accounts of that type at one time.