Modifying CCH ProSystem fx Funnel Settings

By default, all settings are enabled for all users when CCH ProSystem fx Funnel is installed. If needed, the administrator can create different settings files with different privileges enabled. When CCH ProSystem fx Funnel is installed for individual staff members, the administrator can install the appropriate settings file.

To edit a settings file for CCH ProSystem fx Funnel, proceed as follows:

Open CCH ProSystem fx Funnel.
Click in the lower right corner of the Funnel window.
If needed, click Browse to select a different FunnelSettings.xml file to edit, then click Load.
In the Input File Types section, select the check boxes for the file types that your firm wants to process with CCH ProSystem fx Funnel. Clear the check boxes for files that you do not want to process.
Select or clear the check box for each setting as required.

Setting	Description
Allow to Add Cover Page	Select this option to allow staff members to insert cover pages in CCH ProSystem fx Funnel PDFs.
Allow to Add Target Sheet(s)	Select this option to allow staff members to insert target sheet in CCH ProSystem fx Funnel PDFs.
Allow to Delete Page(s)	Select this option to allow staff members to delete pages in CCH ProSystem fx Funnel PDFs. Warning: Deleted pages cannot be restored. If a page is accidentally deleted and you still have the original source file, you can reprocess the file and add it to the PDF.
Ask for confirmation on Delete Page(s)	Select this option if CCH ProSystem fx Funnel should prompt you for a confirmation before deleting a page. Tip: Because deleted pages cannot be restored, we recommend keeping this option selected.
Allow to Reorder Page(s)	Select this option to allow staff members to change the page order in CCH ProSystem fx Funnel PDFs.
Continue Conversion on Error(s)	Select this option if CCH ProSystem fx Funnel should complete the conversion of files that do not have errors. Files with errors will not be converted but will be noted in the job log. If you do not select this option, the conversion process will stop when an error occurs during the job. The job can be rerun once the error is resolved.
Attach Job Information to Output PDF	When selected, metadata and status information about each job is saved as a file named JobInformation.xml and attached to the output PDF created. The information in this file can be used to troubleshoot issues that occur with a job. Note: To see the JobInformation.xml file, open the PDF in Adobe® Acrobat^® or Adobe Acrobat Reader^®, and then open the Attachments pane. See the Adobe Acrobat Help for more information about using the Adobe products.
Delete Input File(s) after Importing	Select this option if you want the original source files that you imported into a CCH ProSystem fx Funnel job to be removed from your computer after a successful import. Files that are not added to your PDF because of an error during processing are not removed. Note: You can also delete input files after an import completes by clicking Delete Input Files on the PDF Viewer ribbon.

In the Export to CCH ProSystem fx Scan section, select the Export to CCH ProSystem fx Scan check box to allow CCH ProSystem fx Funnel output PDFs to be sent from CCH ProSystem fx Funnel to CCH Scan for processing. If you select this option, you must also select additional options.
- Export Type. This option determines what occurs when you export a PDF from CCH ProSystem fx Funnel.

Export to Import Folder. When you export to CCH Scan, the output PDF is placed in the CCH Scan import folder that you specify in the Import Folder field. This option can be used even if CCH Scan is not installed on your workstation.

Launch CCH ProSystem fx Scan Import Assistant. Exporting to CCH Scan launches the Import Assistant so you can begin the CCH Scan processing. CCH Scan must be installed on the workstation to use this option.

Import Folder. This is the location where CCH ProSystem fx Funnel should place the output PDF when the Export to Import Folder option is selected.

Click Save & Close.

Note: To replace the settings file for individual users, go to C:\Users\[user name]\AppData\Roaming\CCHProSystemfxScan\Funnel and replace the default settings file with the one you created. The name of the settings file must be FunnelSettings.xml.