Internet and CD-ROM Quick Start Guide

Transcription

1 CCH Essentials CCH Essentials The most complete, most reliable federal tax information available. Internet and CD-ROM Quick Start Guide 1

2 Quick Start Guide 2 CCH INCORPORATED

3 CCH Essentials Contents CCH Essentials on the Internet Getting started on the Internet...5 Browsing through publications...6 Searching for documents...7 Setting your search options...8 Citation Search: Searching for a document using its number or citation... 9 Viewing your search results...10 Displaying your search results by Table of Contents...11 Viewing your search results from the Table of Contents display...12 Setting your preferences...13 Printing and exporting documents ing documents...16 Browser Favorites: Saving documents to your browser favorites list Research History: View a trail of your research steps...17 Favorite Search: Create your own list of frequently used searches Keep List: Create your own list of important documents...18 Viewing News of the Week...20 Downloads, Sign-Ups, and Links...20 Tax Tracker News...21 CCH Link Express...23 CCH Essentials on CD-ROM Getting started on the CD-ROM...25 Searching with words or phrases: Basic Search...26 Searching with a question: Plain Language Search...27 Searching with connectors: Advanced Search...28 Setting your search options...29 Searching with a citation: Citation Search...30 Printing documents...31 Saving documents...31 Using your Keep List

4 Quick Start Guide 4 CCH INCORPORATED

5 CCH Essentials Getting started on the Internet To log in to CCH Essentials: 1. Point your web browser to 2. Type your User ID and Password in the spaces provided. 3. Click the Enter button. To log out of CCH Essentials: 1. Click Log Out. 2. Click OK to confirm you want to log out. 3. Close your browser. TIP: Go directly to CCH Essentials To log in to CCH Essentials right from your desktop without having to type your User ID and Password every time you log in download at Note: If you are currently using Login Express, you can continue to use it to log in to CCH Essentials for as long as CCH continues to support it. Click here to download and install CCH Essentials Log In page 5

6 Browsing through publications Quick Start Guide Many CCH Essentials publications are organized into menus that you can browse through. To browse through publications: At the Main Menu, click the title of an item to see a menu of subtopics. Continue to click the underlined titles until you find either a document you want to view or an item you want to search. Browsing topics in CCH Essentials You can continue to browse CCH Essentials by clicking the underlined topic titles. TIP: Use the menu path to return to previous menus Each time you select a topic, the menu you made your selection from is displayed at the top of the screen. Use this menu path to retrace your steps while browsing. Just click the title of a menu to return to that menu level. 6 CCH INCORPORATED

7 CCH Essentials Searching for documents To do a Three-Step Search: 1. Select items to search by clicking in the checkboxes next to them. 2. In the Search Expression box, type your search term(s). 3. Click Search. Here s what the default word search will find Your search results will include the top 50 documents that contain all your search terms as well as related terms from CCH s legal thesaurus. Your results will automatically be ranked by relevancy, with the best matches listed first. You can change the default settings by clicking Search Tools and selecting new options see below for details, or by clicking Preferences, clicking the Set Search Options tab, and selecting new options. TIPS: Search using wildcards Use! at the end of a word to substitute any number of characters. For example, depreciat! will find depreciate, depreciating, etc. Searching your search results You can easily refine your search by searching your results list. With your results list on your screen, type new search terms in the Search Expression box and click Search. To search the items you ve selected, type your search term(s) here, and then click Search. Click in the checkboxes next to the items you want to search. CCH Essentials Main Menu 7

8 Setting your search options Quick Start Guide To set your Search Options: Search Options lets you further customize your search so you can receive more precise results. 1. Select items to search by clicking in the checkboxes next to them. 2. In the Search Expression box, type your search term(s). 3. Click Search Tools. 4. Select your search options. 5. Click the Search Now button. Select a search method. Search the latest news along with your other research materials. Select preferences for your results. Run previously run searches with the same publication targets. Run your commonly used searches. Enter a date to find cases and rulings from a certain date range. Search Tools View synonyms of your search terms. Select a display method for your search results. Limit your search to a certain part of a document. Limit your search to particular document types. 8 CCH INCORPORATED

9 CCH Essentials Citation Search: Searching for a document using its number or citation To find a document when you know its number or citation: 1. At the Main Menu, click in the checkbox next to the item that contains the document you want to retrieve. 2. Click Find by Citation. 3. In the box next to the appropriate citation format, type the number or the citation. 4. Click the Search button next to the box where you typed the citation. TIPS: Use the free form line if you already know the complete citation If you already know the official citation of the document you are looking for, you can use the free form citation line at the top of the template. Just type the citation format and number, e.g., Reg. Sec (a), right on the line and click the Search button. You can also type a complete citation in the Search Expression box on the navigation bar and click Search. Type a complete citation here on the free form line and click the Search button. If you know only the citation number, type it in the appropriate citation field. Click the Search button next to the box where you typed the citation to find your document. Finding a document by its citation 9

10 Viewing your search results Quick Start Guide After performing a search, you can view a document, search the Search Results List, export or print all the documents on your Search Results list (see page 16), add the search to your list of Favorite Searches (see page 17), or add all the documents to your Keep List (see page 18). To search the Search Results List: 1. With the results list on your screen, type new search terms in the Search Expression box. 2. Optional: Click Search Tools and select new options. 3. Click Search. To view a document on your Search Results List: Click the document s title. Once you have a document on your screen, there are many additional options to help you with your research. To go to the first occurrence of your search term in a document: Click the 1st Term icon under Document List. To search within a document: Use your browser s Find command. To go to the next or previous document on your Search Results List: Click the Next or Previous icons under Nearby Documents. To go to the next or previous document in the publication: Click the Next or Previous icons under Document List. To go directly to the full text of cross-referenced links you see in text: Click the underlined text of the link. To find a document that is cited in the text but is not linked: Place your mouse pointer over Find by Citation to display the Quick Link box. Click in the Quick Link box, type the complete citation, and press Enter. Note: The Quick Link box is only available from the document view. 10 To return to the Search Results List: Click the List icon under Document List. CCH INCORPORATED

11 CCH Essentials Displaying your search results by Table of Contents When you perform a search, you can have your results displayed by Table of Contents. Selecting this option allows you to see which publications contain the documents returned by your search. You can set the Table of Contents display as a Preference, an option for an individual search, or a toggle view after your search is completed. To select the Table of Contents view after a search: With your search results displayed on your screen, click the drop-down arrow and select from the following options: Display by Table of Contents - Show All Displays all publications (including those you did not search) whether they contain documents matching your search or not. Publications that returned hits are displayed in blue. Display by Table of Contents - Hits Only Displays only the publications that contain documents returned by your search. Display by Document Displays your search results as a list of documents. To set the Table of Contents display as a preference, click Preferences, and then click the Set Display Options tab. Click the drop-down arrow next to Display search results, select a display setting, and then click Apply Changes. Click here to change the way your results are displayed. The number of documents found in each searched publication is listed in brackets to the right of the publication title. Search results displayed by Table of Contents 11

12 Setting your preferences Viewing your search results from the Table of Contents display Once you ve performed a search, and your results are displayed by Table of Contents, you can view a more detailed listing of your results. To display a list of documents for a selected publication: Click the documents icon to the left of a publication. A list of search results for just that publication will be displayed. To menu-walk through search results: Click the publication title containing search results. The menu levels for the publication will be displayed, and the number of documents found within each sub-level is displayed in brackets to the right of the title. Quick Start Guide Click menu items to menu-walk through your search results. Click the documents icon to view the list of documents the search located for just that topic. 12 CCH INCORPORATED

13 CCH Essentials Setting your preferences With CCH Internet Research NetWork, it s easy to set your preferences. You can customize your search preferences, display options and much more. To set your search preferences: 1. Click Preferences. 2. Click the Set Search Options tab. 3. In the Search Methods section, click the drop-down arrow and select All Terms, Any Term, Near, Exact Phrase, or Boolean Connectors as your search method. 4. In the Search Latest News section, click the drop-down arrow and select a type of news. 5. In the Recent Searches section, click in the checkbox next to Clear recent searches at log out to clear your list of recent searches each time you log out of CCH Essentials. 6. In the Search Results section: Set the number of documents you want returned by typing a desired number in the box. If you want to change the way your search results are displayed, click the drop-down arrow under Display search results and select Display by Table of Contents - Show All, Display by Table of Contents - Hits Only, or Display by Document. If you want your search results to be sorted by relevance, click in the checkbox next to Sort results by relevance. If you want your search terms highlighted within your search results, click in the checkbox next to Highlight search terms within search results. If you want your results to include the title of each document along with words surrounding the first occurrence of your search term or terms, click in the checkbox next to Display words around hits in results list. If you want to automatically apply the thesaurus so the system will automatically look for synonyms of your search terms in addition to the terms you typed, click in the checkbox next to Automatically apply thesaurus. 7. When you are finished, click the Apply Changes button. 13

14 Quick Start Guide To set your Research History preferences: 1. Click Preferences. 2. Click the Set Display Options tab. 3. In the Set Up Research History section, type a number for the amount of days you want displayed on your Research History. 4. When you are finished, click the Apply Changes button. To set your Document Display preferences: 1. Click Preferences. 2. Click the Set Display Options tab. 3. In the Set Up Document and Display Options section: Click in the radio button next to the desired document display option: Use full screen to display the document text or Display document navigation bar with document text Click the drop-down arrow and select Yes if you want to open textonly documents in a new window or select No if you want text-only documents to open in the current window. Click the drop-down arrow and select Yes if, when opening text-only documents, you want to be prompted to print them or select No if you do not want to be prompted to print text-only documents. Click the drop-down arrow and select how you want to display the contents of text-only lists: Entire documents, Titles with URLs, or Titles only. 4. When you are finished, click the Apply Changes button. To set your Search Results Display preferences: Click Preferences. 2. Click the Set Display Options tab. 3. In the Search Results Display section: Click the drop-down arrow and select how you want your search results displayed: Display by Table of Contents - Show All, Display by Table of Contents - Hits Only, or Display by Document. Click in the checkbox next to Highlight search terms within search results to highlight each occurence of your search terms. 4. When you are finished, click the Apply Changes button. CCH INCORPORATED

15 CCH Essentials To set your Session Time-out warnings: 1. Click Preferences. 2. Click the Set Display Options tab. 3. In the Set Up Session Time Out section, click the drop-down arrow and select Yes to have a message appear indicating you are going to be logged out after a period of inactivity or select No to cancel any session time-out messages. 4. When you are finished, click the Apply Changes button. To set your CCH Link Express and Browser Favorites options: 1. Click Preferences. 2. Click the Set Display Options tab. 3. In the Set Up CCH Link Express section: Click in the checkbox next to Display CCH Link Express icons to display the CCH Link Express icon in CCH Essentials. This will allow you to create links to publications, topics, and other items listed in CCH Essentials. If this option is not selected, the Link Express icon appears only on CCH documents. Click in the checkbox next to Access CCH via secured connection to connect to CCH via a secure connection. 4. When you are finished, click the Apply Changes button. 15

16 Printing and exporting documents Quick Start Guide To print a document currently displayed on your screen: Click the Print icon under Store Document. Click OK. To export a document currently displayed on your screen to a file: 1. Click the Export icon under Store Document. 2. If you see a message asking you to either save or open the document, select the Save to disk option. If the document automatically opens in your word processor, select Save As from the File menu. 3. Type a name for the file using the Rich Text Format (RTF) extension, and then select a drive and directory where you want to save the document. 4. Click Save to save the document as an RTF file. To export or print all the documents on your Search Results List: 1. Click Export to File or Print Text Only. 2. Click the drop-down arrow and select Entire documents, Titles with URLs, or Titles only. 3. Click in the checkbox next to Yes, convert the first 50 documents if you want to convert the list of documents to RFT or text-only format. or Click in the checkbox next to Let me select which documents to convert to be given the opportunity to select only certain documents from the list. Once you ve selected the documents you wish to export or print, click the appropriate link (Export to File or Print Text Only). ing documents To a document: 1. With the document on your screen, click the Mail button. 2. Type the appropriate addresses in the Send To and From fields. 3. If you want to include a message with the , type the message in the space provided. 4. Click the Submit button to send the . Note: If you do not want to send a copy of the to yourself, clear the checkbox next to Send copy to yourself. 16 CCH INCORPORATED

17 CCH Essentials Browser Favorites: Saving documents to your browser favorites list To save an onscreen document to your browser favorites: 1. Click the Favorite icon under Save Link. (Netscape users: Click Bookmark This Document.) 2. On the Add Favorites dialog box, type a name for the favorite and select the folder where you want to store it. 3. Click OK. To view the document, simply click the item from your browser s Favorites menu. You will be prompted to log in to CCH Essentials. Research History: View a trail of your research steps To view a list of your research steps: Click Research History. You will see a list of all the steps you have taken, with your most recent sessions appearing at the top of the list. To return to a document on the list, simply click the document s title. To add a comment to your research session for client billing: 1. Click Research History. 2. With your Research History on the screen, type a comment in the comment box. (You are limited to 115 characters.) 3. Click the Add button. Your research time will be tracked to the comment you entered until you log off or add another comment. Favorite Search: Create your own list of frequently used searches To add a favorite search: After you ve completed your search, click Add to Favorite Search at the top of the document list. Type a name for your search and click OK. To run a favorite search: Click Search Tools and then click the Favorite Searches link located in the Run Favorite Searches section. Click the text of the favorite search you want to run. To delete a favorite search: Click Search Tools and then click the Favorite Searches link located in the Run Favorite Searches section. Click the X next to the search you want to delete. 17

18 Research Folders: Create your own list of important documents To add the documents on your Search Results List to your Research Folders: 1. Click Add to Research Folders. 2. Click the drop-down arrow and select a Research Folder, or click Create New Folder, type a name for the new folder, and click OK. 3. Select one of the following options: Click in the checkbox next to Yes, add the first 50 documents if you want to add the list of documents to your Research Folder. (Note: You can substitute a number lower than 50 in the space provided.) Click in the checkbox next to Let me select which documents to add to be given the opportunity to select only certain documents from the list. Once you ve selected the documents you wish to add to your Research Folder, click Add to Research Folders. Click in the checkbox next to No to return to your Search Results List. Quick Start Guide To add a document displayed on your screen to your Research Folders: 1. Click the Add icon under Research Folder. 2. Select a Research Folder to place the document in by clicking the dropdown arrow and selecting a folder, or create a new folder by clicking Create new folder, typing a name for the folder, and clicking OK. 3. To return to the document, click Return to document view. To display your Research Folders: Click Research Folders. To add a new Research Folder: 1. Click Research Folders. 2. Click Create new folder. 3. Type a name for the new folder and click OK. 18 CCH INCORPORATED

19 CCH Essentials To delete a Research Folder: 1. Click Research Folders. 2. If you have more than one Research Folder, click the drop-down arrow and select a folder. 3. Click Delete folder. To view a different folder: Click Research Folders. In the View Folders section, click the drop-down arrow and select a new folder to view. To remove items from your Research Folders: 1. Click Research Folders. 2. Select the folder that contains the items you want to remove by clicking the drop-down arrow and selecting the folder. 3. Click in the checkboxes next to the items you want to remove. 4. Click Remove selected documents. To print documents from your Research Folders: 1. Click Research Folders. 2. Select the folder that contains the items you want to print by clicking the drop-down arrow and selecting the folder. 3. Click in the checkboxes next to the items you want to print. 4. Click the drop-down arrow under Print selected documents by and select Entire documents, Titles with URLs, or Titles only. 5. Click the Submit button. To export documents from your Research Folders: 1. Click Research Folders. 2. Select the folder that contains the items you want to export by clicking the drop-down arrow and selecting the folder. 3. Click in the checkboxes next to the items you want to export. 4. Click the drop-down arrow under Export selected documents by and select Entire documents, Titles with URLs, or Titles only. 5. Click the Submit button. 19

20 Viewing News of the Week Quick Start Guide News of the Week is a weekly tax news column that highlights the latest tax developments. To view News of the Week: Click News of the Week in the News section of the Main Menu. To view other stories: Click the links in the Contents frame. View archived editions of News of the Week. Weekly highlights of important tax developments. Includes links to full-text stories. News of the Week Downloads, Sign-Ups, and Links The CCH Essentials Tax Community contains links to commonly used tax web sites. You can download and fill out forms from the IRS Tax Forms and State Tax Forms web sites, post questions to the CCH Message Board, download Login Express, and contact CCH Incorporated. Scroll down to the bottom of the CCH Essentials tab to view a list of helpful tools. 20 CCH INCORPORATED

21 CCH Essentials Tax Tracker News To follow topics of interest in the news, you can set up Tax Tracker News searches to automatically search daily document updates each day and locate information related to your topics. You can view your Tax Tracker News search results on the Tax Tracker News tab, or you can choose to receive a daily . Note: You have to set up delivery of your Tax Tracker News before you can begin receiving your daily document updates. To set up delivery of Tax Tracker News: 1. Click the Tax Tracker News tab and type your address in the dialog box that appears. (Note: The dialog box will not appear if you ve already entered your address in Preferences.) or Click Preferences, and then click the Tracker Options tab. 2. Click the drop-down arrow next to Would you like to receive Tracker and select Yes. 3. Enter your address in the space provided, and then click the drop-down arrows and select your preferences. 4. Click the Apply Changes button to save your settings. To add a Tax Tracker News search: Click the Tax Tracker News tab, and then click the Add Tax Tracker News Topics link. or Click Preferences, and then click the Add Tracker Searches tab. Click Add next to the Tax Tracker News search you want to add. Type a name for the search in the space provided and click OK. The Tax Tracker News search you selected is added, and you have the option to add another Tax Tracker News search, view your current Tax Tracker News searches, or return to the Main Menu (just click the appropriate link). To narrow the focus of your Tax Tracker News search: Click in the checkboxes next to topics of interest. Click any of the hotlinks available for that specific Tax Tracker News search to display additional options. The State News Tax Tracker News search selection menu 21

22 Quick Start Guide To view your current Tax Tracker News search results: Click the Tax Tracker News tab. or If you chose to receive your results in a daily , you can view the full-text of the articles by clicking the appropriate linked headline in the you receive. To modify your Tax Tracker News searches: 1. Click Preferences, and then click the Edit Trackers & View Archives tab. 2. Click the Modify button next to the Tax Tracker News search you want to modify. 3. Make your changes to the search. 4. When you are finished making changes, click Apply Changes. To delete a Tax Tracker News search: 1. Click Preferences, and then click the Edit Trackers & View Archives tab. 2. Click the Delete button next to the Tax Tracker News search you want to delete. 3. Click OK. To view the archives of a Tax Tracker News search: 1. Click Preferences, and then click the Edit Trackers & View Archives tab. 2. Click the drop-down arrow and select a date parameter: Last 15 Days, All Dates, Before, On, or After. (Note: If you select Before, On, or After as your date parameter, you ll need to enter month, day, and year information in the spaces provided.) 3 Click the link of the Tax Tracker News search for which you want to view archives. 4. Click the link of any of the search results to view the full-text article. To receive an containing Tax Tracker News search archives: 1. Click Preferences, and then click the Edit Trackers & View Archives tab. 2. Type the number of days of archives you want to receive in the space provided. 3. Click the Send button. 22 The Edit Trackers & View Archives tab CCH INCORPORATED

23 Special Features: CCH Link Express CCH Link Express CCH Essentials With CCH Link Express, you can create links to frequently used resources in CCH Essentials, including: publications topics within publications other CCH documents CCH Link Express automatically generates URLs for various locations within CCH Essentials and allows you to insert them into any Microsoft Word document, , or Web site. Using a word processor or HTML editor, you can easily link these URLs to CCH content. CCH Link Express is turned on by default. To change your CCH Link Express settings, you ll need to make changes to your Preferences. Note: CCH Link Express is not available when you display your search results by Table of Contents. To change your CCH Link Express settings: 1. Click Preferences. 2. Click the Set Display Options tab. 3. Click in the checkbox next to Display CCH Link Express icons to remove the checkmark and turn off CCH Link Express. The Link Express icon now appears only on CCH documents. Note: This setting also applies to the Browser Favorites feature. 4. Click in the checkbox next to Use IP Login with Link Express URLs if you are an IP automatic access customer. 5. Click the Apply Changes button to save your settings. When you return to the tabs view, you will no longer see the CCH Link Express icon displayed at the top of each library tab. 23

24 Quick Start Guide To use CCH Link Express: 1. Navigate to the information to which you want to link. 2. Click the corresponding CCH Link Express icon : To link to a publication or topic, click the Link Express icon on the heading bar above the item. To link to a document, click CCH Link Express at the top of the document. The Link Express toolbar appears with the URL automatically pasted in. 3. Follow the steps below to copy and paste the URL to the desired location. If you are using Internet Explorer as your browser: Click Copy to Clipboard to copy the URL to the Windows Clipboard. Then, switch to the location where you want to insert your link, click to make an insertion point, and press Ctrl+V to paste in the URL. If you are using Netscape as your browser: With the URL highlighted, press Ctrl+C to copy the URL to the Windows Clipboard. Then switch to the location where you want to insert your link, click to make an insertion point, and press Ctrl+V to paste in the URL. TIP: Creating hypertext links Consult the online help system in your word processor or HTML editor for information about creating hypertext links. Click here to control the display of the Link Express icon. Click here to copy the URL to the Windows Clipboard. Click here to save the URL as a browser favorite (bookmark). CCH Link Express options 24 Need help? Click Help for useful info and tips. For technical support, call For product information, call CCH INCORPORATED

25 CCH Essentials Getting started on the CD-ROM To start CCH Essentials on CD-ROM: 1. Insert the CCH Essentials CD-ROM into your CD drive. 2. Click the Start button, select Programs, CCH CD-ROM and Online, and then click CCH CD-ROM and Online. 3. Click OK to select the default User Name and Project ID. or Select or type a new User Name and Project ID, and then click OK. The Research Topics Screen is displayed. The Research Topics Screen lists all the publications that are available in CCH Essentials on CD-ROM in an expandable/collapsible format. To exit CCH Essentials on CD-ROM: Select Exit from the File menu. To menu-walk through publications: 1. From the Research Topics Screen, select a publication and double-click on its title (or highlight the title and press the Enter key). The publication is opened, and all the topics within that publication are displayed. 2. Select a topic from the list of displayed topics double-click on its title (or highlight the title and press the Enter key). 3. Continue to menu-walk until either a topic of interest or a document is displayed. You can continue to double-click topics until you find a topic of interest or until a document is displayed. Research Topics Screen 25

26 Searching with words or phrases: Basic Search Quick Start Guide Use a Basic Search when you want to type your search terms without having to use any special search syntax. A Basic Search retrieves documents that contain all your search terms. To perform a Basic Search: 1. From the Research Topics Screen, click in the checkbox next to the publication(s) you want to search. 2. Click the Search button. 3. Type your search expression in the space provided. 4. Select Basic as your search method. 5. Click OK to perform your search. An example of a Basic Search 26 CCH INCORPORATED

27 CCH Essentials Searching with a question: Plain Language Search Use a Plain Language Search when you want to type a question or concept as your search expression. A Plain Language Search retrieves documents that contain at least one of your search terms. To perform a Plain Language Search: 1. From the Research Topics Screen, click in the checkbox next to the publication(s) you want to search. 2. Click the Search button. 3. Type your search expression in the space provided. 4. Select Plain Language as your search method. 5. Click OK to perform your search. An example of a Plain Language Search 27

28 Searching with connectors: Advanced Search Quick Start Guide Use an Advanced Search when you want to use Boolean and proximity connectors (and, or, not, w/#) between your search terms to specify a relationship between the terms. An Advanced Search retrieves documents that contain your search terms exactly as you have specified. To perform an Advanced Search: 1. From the Research Topics Screen, click in the checkbox next to the publication(s) you want to search. 2. Click the Search button. 3. Type your search expression in the space provided. 4. Select Advanced as your search method. 5. Click OK to perform your search. Advanced Search Examples Sample search expression bonus and depreciation bonus or depreciation bonus not depreciation bonus w/25 depreciation Results you can expect Finds documents that contain both terms Finds documents that contain either or both terms Finds documents that contain the first term but not the second term Finds documents that contain both terms within 25 words of each other 28 An example of an Advanced Search CCH INCORPORATED

29 CCH Essentials Setting your search options You can set various search options to customize your searches. To set your search options: 1. Click the Search button to display the Search Template. 2. Click the Search Options button. Click in the checkbox next to Sort by relevance to display your search results in order of relevance. Click in the checkbox next to Return most relevant documents and type a number in the space provided to limit the number of documents displayed after a search. Click in the checkbox next to Display the search results box to see a report of the number of doucments found and a list of the terms that were included in your search. 3. Click OK to save your settings and return to the Search Template. Search Options 29

30 Searching with a citation: Citation Search Quick Start Guide To search for a document when you know its citation: 1. Click the Citation Search button. 2. In the Select library, publication, and citation format box, double click the CCH Essentials library. 3. Double-click the title of a publication to see a list of all available citation formats. 4. Double-click a citation format. 5. Type the citation number in the box at the bottom of the Search Template. 6. Click OK. Citation Search Template To find a document that is cited or cross referenced within a document displayed on your screen: If you see a citation in green, underlined text a hotlink just click the link. Either the document is displayed, or a list of documents that match that particular number or citation is displayed for you to choose from. TIP: Performing a citation search when the item is not hotlinked If the citation is not hotlinked, you can use your mouse to highlight the entire citation, including the or symbols, and then click the Citation Search button to display the document. 30 CCH INCORPORATED

31 CCH Essentials Printing documents To print a document: 1. With the document on your screen, click the Print button. 2. Select your print options. 3. Click OK. Saving documents To save a document: 1. Select Save As from the File menu. 2. In the Save File as Type box, select a format for the file. 3. In the File Name box, type a name for the file. 4. Select the drive and directory in which to save the file. 5. Click OK. Using your Keep List To add a document to your Keep List: With a document displayed on your screen, click the Keep List button. To delete a document from your Keep List: Select Keep List from the View menu to display your Keep List. Select the document you want to delete, and press the Delete key on your keyboard. To view your Keep List: Select Keep List from the View menu. Need help? Click the Help button for detailed instructions on how to use CCH Essentials on CD-ROM. For technical support, call For product information, call