Version 2.1.520
Participant Training Guide
July 2006
Table of Contents
Page
Introduction & Objectives
2
Desktop Tools for CCH@Hand
3
CCH@Hand Options
4
CCH@Hand Desktop
5
Welcome Screen
5
Search
6
Citations
8
Index
9
Tracker News
10
Research Folders
11
CCH@Hand within MS IE Browser
12
CCH@Hand within Microsoft Office 2003
14
Smart Tags
17
CCH@Hand Support
18
Prerequisites
Participants should already be familiar with the following features and functions of CCH Internet
Research NetWork (CCH IRN):
• Research Methods:
o Browsing through Menu Topics
o Searching by Key Word(s)
o Finding documents by using a Citation
• MY CCH tab customization:
o Selecting ‘Favorite Research Publications’
o Setting Search Method Preferences
o Using Research Folders to save links to documents
o Creating Tracker News (where applicable)
Wolters Kluwer Law & Business
July 2006
1
CCH@Hand
Training Guide
Introduction
CCH@Hand is a suite of desktop integration applications. It serves as a bridge,
extending access into your CCH Internet Research NetWork subscription, the
Web(with GoogleTM), industry web sites and files on your computer (with
GoogleTM Desktop installed).
CCH@Hand plugs into the following existing applications:
o Desktop (Microsoft Windows 2000 SP4, Windows XP SP1, or later)
o Microsoft Internet Explorer browser v 5.5 SP2 or v6.0 SP1
o Microsoft Office 2003 applications: Word, Excel, Outlook, and Powerpoint.
It is automatically available, at no extra charge (http://athand.cch.com) and is easy
to install with future updates to be delivered over the Web.
This 1 hour training session is designed to help familiarize participants with the
productivity features of CCH@Hand, used in conjunction with a subscription to
any of the CCH Internet Research NetWorks: Business & Finance, Health &
Human Resources, or Tax & Accounting.
Objectives
At the end of this training, you will be able to:
•
Modify your CCH@Hand Options
•
Use CCH@Hand to:
o Conduct a word search in CCH database(s), your Research Folders,
your computer, and/or industry web sites
o Locate information using a topical index
o Retrieve a document using a citation reference
o Access your Tracker News & Research Folders
•
Use CCH@Hand functionality within Microsoft applications:
o Internet Explorer
o Office 2003 applications
Wolters Kluwer Law & Business
July 2006
2
CCH@Hand
Training Guide
Desktop Tools for CCH@Hand
Once installed, the CCH@Hand icon can appear in 4 places on your Desktop:
1. Your Desktop screen
• Double-click to open CCH@Hand Desktop
• Right-click to view pop-up menu (Select ‘Check Latest
News’for pop-up of your Tracker News)
3. Task Tray
• Quick Launch icon - Click once
to open CCH@Hand Desktop
• Optional - Quick Search toolbar
(To enable, right-click in gray area
on menu bar, select Toolbars and
then CCH@Hand)
o Select search scope
o Type your search term(s)
o Click Enter to execute
2. System Tray
• Double-click to open
CCH@Hand Desktop
• Right-click to view a
pop-up menu
4. Start / Programs Menu
Wolters Kluwer Law & Business
July 2006
3
CCH@Hand
Training Guide
CCH@Hand Options
Manage your default settings for CCH@Hand using CCH@Hand Options. You
can access Options from several locations:
• Desktop:
o Start / Programs / CCH@Hand / CCH@Hand Options
o Desktop icon : right-click and select Options
o System Tray icon : right-click and select Options
• Browser’s CCH@Hand toolbar Options command
• Within CCH@Hand’s desktop console (lower left hand corner)
• Select a tab:
o Login: Enter your CCH IRN User ID and Password. Then select the
Practice Area(s) you wish to use with CCH@Hand (dynamic listing
according to your ID/password).
o General: Verify/modify the settings for MS Office prompts,
CCH@Hand icons and animation (activity indicator).
o Search: Choose your default Search Method: All Terms, Any Term,
Near, Exact Phrase or Boolean.
• Click OK to save changes and close CCH@Hand Options.
Notes: Any changes to CCH@Hand Options will automatically be reflected in your CCH IRN
preferences and vice versa. You may need to refresh your browser for changes to take effect if
you are currently logged in to CCH IRN.
Wolters Kluwer Law & Business
July 2006
4
CCH@Hand
Training Guide
CCH@Hand Desktop
The Desktop for CCH@Hand contains several tabs, and is the control center for
conducting word searches, using the topical index, retrieving documents using
citations, accessing Tracker News, managing Research Folders, viewing
information, and additional operations.
Access to CCH@Hand Desktop is available from several locations:
• Your Computer Desktop:
o Start / Programs / CCH@Hand / CCH@Hand Desktop
o Desktop icon : double-click
o System Tray icon : double-click
: click once
o Task Tray icon
• Microsoft Internet Explorer Browser’s CCH@Hand toolbar commands
CCH@Hand Welcome Screen
The initial view upon startup is the Welcome screen. Besides tabs for major
research functions, it also contains some helpful links at bottom.
Click to return to this view at any time
Click any tab to begin working
Click and drag this
corner to resize window
Wolters Kluwer Law & Business
July 2006
5
CCH@Hand
Training Guide
CCH@Hand Desktop, cont’d
Search tab
To conduct a search:
1. Type your search expression
2. Choose your search scope: CCH, Google, Google Desktop, and/or web sites
3. Click Go and view search results by category in folders at bottom
4. Results are grouped in folders under Search Results, bottom left pane. Click a
folder to view it’s 1st fifty results in a preview pane on the right
Customize your search scope by clicking on the ‘Select’ links
Click an item to view
content included
Click OK to save
your selections
Wolters Kluwer Law & Business
July 2006
6
CCH@Hand
Training Guide
CCH@Hand Desktop - Search, cont’d
Note:
• First 50 documents returned (can link to next 50 docs from link at bottom)
• Can open both search results and a single document in separate browser windows
Toggle between
Full- and SplitScreen views
Click ONCE on an item
for a split-screen view
Results contained
within category folders
Click ‘Open in New Window’ to view a document in a separate
mini-browser window
- Navigate between results
- LOGIN to CCH IRN and view results
- SAVE to yourBrowser Favorites, as a
Desktop file, or to a CCH IRN Research Folder
- SEND as email
- PRINT
Wolters Kluwer Law & Business
July 2006
7
CCH@Hand
Training Guide
CCH@Hand Desktop, cont’d
Citations tab
If you know the citation of a CCH document you want to view, you can go right to
that documents using the CCH@Hand Desktop.
Steps to search by citation from the CCH@Hand Desktop:
1. Select a citation template heading, from the list on left (per your CCH
subscription).
2. Enter the citation reference number at top
3. Click Go to execute. Document(s) will be displayed on the right.
Click ‘+’ to expand or ‘-’ to collapse
a citation template heading
Wolters Kluwer Law & Business
July 2006
8
CCH@Hand
Training Guide
CCH@Hand Desktop, cont’d
Index tab
CCH@Hand provides a single, consolidated menu of topics, arranged
alphabetically, to use when looking for information within a variety of
publications. After searching for a topic, you browse a topical tree to locate
document(s) specific to a term.
Steps to use CCH@Hand Index:
1. Enter a search expression into the ‘Topical Index Search’ box and click Go
2. Click a topic of interest in the ‘Search Results’ list to open and view a tree
structure with the complete index on the right
3. If your selected topic opens to subtopics, you may continue to browse
through the index tree to find the most relevant subtopic and document(s)
4. Click any document to view it’s full-text in the preview pane on the right.
The CCH Legal Thesaurus can be
enabled to broaden the search for a topic.
Note: After initial installation and setup, it may take several hours before the Index
is ready to use and searchable. Until then, the search box will be grayed out.
Wolters Kluwer Law & Business
July 2006
9
CCH@Hand
Training Guide
CCH@Hand Desktop, cont’d
Tracker News tab
Set up and view your customized, daily Tracker News in the CCH@Hand Desktop.
Click a Tracker News folder to open and
view items on right
Upon initial start-up of your workstation each day, you will receive pop-up alerts
for Today’s Highlights (Tax Research NetWork only) and Tracker News. You can
activate Tracker News alerts at any time by right-clicking the CCH@Hand
Desktop icons and selecting ‘Check Latest News’.
Today’s Highlights - available for CCH Tax Research NetWork only.
- Click thumbtack to keep the alert fixed on screen
- Click ‘x’ to close the alert
- Check ‘Don’t show me again’ box to prevent these
pop-ups from showing again today
Click an item to view it in the CCH@Hand desktop
Wolters Kluwer Law & Business
July 2006
10
CCH@Hand
Training Guide
CCH@Hand Desktop, cont’d
Research Folders tab
Use Research Folders to store CCH documents for easy access later. Research
Folders created within CCH@Hand are readily available within CCH Internet
Research NetWork and vice versa.
- Delete a folder
- Rename a folder
- Open/Close a folder
Click to remove a document
from the Research Folder
- Clear screen
Wolters Kluwer Law & Business
July 2006
11
CCH@Hand
Training Guide
CCH@Hand within MS IE Browser
CCH@Hand provides access to CCH Internet Research NetWork subscription
content directly from your Internet Browser.
•
•
To enable from browser menu commands: select View / Toolbars / CCH@Hand.
Your browser window must be maximized to view the entire width of CCH@Hand toolbar.
11
2
3
4
1
5
2
7
6
3
8
9
10
1
Key Word Search
1. Select a Search Scope: Click the drop-down arrow to verify or change the area of research.
Choose ‘Select CCH publications to search’ to open CCH@Hand dashboard and view
available Quick Picks and Other CCH Publications. (Only one location at a time)
2. Enter a search expression (or select a recent search from drop-down menu)
3. Click Search to view results
Citations
4. Opens CCH@Hand dashboard at Citation tab
Libraries
Example: Tax Research NetWork
5. Automatically login to CCH IRN and access specific
library tabs, per your CCH subscription.
Wolters Kluwer Law & Business
July 2006
12
CCH@Hand
Training Guide
CCH@Hand within MS IE Browser, cont’d
6. Research Folders
Access/Delete existing Research Folders or create a new Research Folder
Immediate access to Today’s Highlights (Tax
7. Tracker News
Research NetWork) and your customized, daily Tracker News.
8. Show Me
View a demonstration of CCH@Hand features.
9. Options
Search.
10. Login
Verify/change your CCH@Hand settings for Login, General and
Automatic login to CCH Internet Research NetWork.
11. CCH@Hand menu commands
to Clear Search History, Logout, and access Help.
Wolters Kluwer Law & Business
July 2006
Quick and easy access to commands
13
CCH@Hand
Training Guide
CCH@Hand within Microsoft Office 2003 Applications
With CCH@Hand, you can create links to CCH documents, retrieve a CCH
document with a citation, view your CCH Research Folders and conduct CCH
research from within your Office 2003 applications (Word, Excel or Outlook).
Quick Search
Any text within MS Office 2003 applications can be used to conduct a quick
search within your CCH@Hand default search scope.
Steps to conduct a quick search:
1. Highlight the desired text (can not be within a link)
2. Right-click on highlighted text to view pop-up menu:
• Select ‘Search Highlighted Text within IRN’ (conduct a search
within your default CCH@Hand search scope)
Or
• Select ‘Look up’ (available within MS Office 2003 applications) and
use Research Task Pane to search within a selected reference. See
next page for more information about using Research Task pane.
Wolters Kluwer Law & Business
July 2006
14
CCH@Hand
Training Guide
CCH@Hand within Microsoft Office 2003 Applications, cont’d
Enable CCH@Hand commands
within MS Word: Select View /
Toolbars / CCH@Hand
- Use the Research Task Pane to View contents of a Research Folder or
Conduct a Word Search in CCH IRN
(Research Task Pane appears on right side-bar of your screen)
•
Select to view contents of a Research Folder or conduct
a CCH@Hand search (using default search scope).
•
Enter a search expression.
•
Click the green arrow (default execution if you entered
search expression prior to selecting target).
•
View results in Research Task pane.
•
Optional: Choose different source & Submit Search
•
Scroll down through results and choose to:
o View
– open document in a separate
mini-browser window.
o Mail
yourself.
– enter address, message & bcc
o Save
– to Browser Favorites, Desktop (RTF file) or to Research
Folders (can add to existing or create a new folder)
- either Full document text or Title and Citation into your
o Insert
existing document.
Wolters Kluwer Law & Business
July 2006
15
CCH@Hand
Training Guide
CCH@Hand within Microsoft Office 2003 Applications, cont’d
- Link or unlink a citation
•
Type and/or highlight an official CCH citation within a document
Tax Research NetWork example:
In IRC Code Section 108
Minimum Tax Credit is defined as the amount of the
minimum tax credit available under section 53(b) as
•
Click
to create a hyperlink (or to remove the link).
In IRC Code Section 108 - Minimum Tax Credit is
defined as the amount of the minimum tax credit
available under section 53(b) as of the beginning of
•
Use Ctrl/Click on this hyperlink to automatically login to CCH Research NetWork
and retrieve the specified document.
- Retrieve documents using a Citation Search - using CCH@Hand Desktop
- Access Show Me Flash Demos for:
•
•
Research Task Pane
Smart Tags.
- Helpful information about CCH@Hand in MS Office 2003.
Wolters Kluwer Law & Business
July 2006
16
CCH@Hand
Training Guide
CCH@Hand within Microsoft Word, cont’d
Smart Tags
CCH@Hand is integrated with Microsoft Office 2003’s Smart Tags feature.
To enable automatic application of Smart Tags within
Microsoft Word: Select Tools from the menu bar/ click
Options / select the View tab / check the Smart tags box /
and click OK.
With Smart Tags enabled, MS Office applications will automatically recognize
CCH Citations within the text and “tag” the citation with an underline of little
purple, dots.
• Hover your cursor over the Smart Tag citation text,
a small information button will appear.
• Click on the information button
menu of Smart Tag actions:
Identifies the cited
CCH IRN document
to view a
Create link to
content in CCH IRN
Pull text of the cited
document into Word
Email document
View related
documents (per
CCH IRN Smart
Relate function)
View cited document
in CCH@Hand
No Smart Tag will be applied to this citation reference. Smart Tags can be restored by:
• Deleting and retyping the original citation.
• From menu commands: Tools / AutoCorrect Options / Smart tags / Recheck
Document (click Yes to agree) / click OK when successful to close AutoCorrect
Options.
Wolters Kluwer Law & Business
July 2006
17
CCH@Hand
Training Guide
CCH@Hand Support
1. Built-in Help files are easily accessible:
• From your Desktop or System Tray,
o Right-click on the CCH@Hand icon and Select Help
•
•
From the CCH@Hand Desktop ‘welcome’ screen
From your Browser: Click on CCH@Hand and select CCH@Hand Toolbar Help
•
From within MS Office 2003 applications – click on
2. View Flash demos - available via http://athand.cch.com and from the CCH@Hand
toolbars within MS Word
3.
and your browser
CCH Online Chat - (‘Live Support’ link from CCH@Hand Options, top right corner)
Receive instant email assistance from a CCH Customer
Support representative via Live Chat, 9:00 a.m. to 4:30 p.m. CST
4. CCH Customer Support
• Technical Support -- 1 (800) 835-1015
• Product Support -- 1 (800) 344-3734
Wolters Kluwer Law & Business
July 2006
18
CCH@Hand
Training Guide
CCH@Hand Support, cont’d
5. Send an error report to CCH Customer Support - - Click Report to CCH>> button
on error message.
CCH Legal Pro Training - http://business.cch.com/legalprotraining
View a calendar of upcoming classes and register for complimentary telephone training.
For more information about CCH INCORPORATED, Wolters Kluwer Legal
(http://www.cch.com) products:
• Business & Finance – http://business.cch.com
• Health & Medical – http://health.cch.com
• Human Resources & Labor – http://hr.cch.com
• Tax & Accounting – http://tax.cchgroup.com
Wolters Kluwer Law & Business
July 2006
19