Recent Articles
How-to Give a User Permission to Create & Edit Clients
A user(s) can be given permission to add clients to Doc.It by creating a Role and assigning it to a Group. Controlling the group membership will control which users are given the permission. This is commonly done to give extra permissions to everyday ...
Doc.It Web Portal 4.5 Deployment Guide and IT Checklist.
With Doc.It 4.6 now available, be sure to refer to the 4.6 Technical Requirements document attached when sizing your Doc.It server and Gateway Server to be ready for eventual 4.6 migration. Note: The Doc.It Client Portal requires a valid email ...
Doc.It 4.6 Training Videos
Hello Doc.It users! The videos featured in this article come with supplemental documentation. Each of the ZIP files below contain a video, training notes and handouts. Enjoy! V4.6 Portal – Suite Configuration Package.zip V4.6 Portal – Using ...
What's New in the Doc.It 4.6 Upgrade?
Hello Doc.It Users, Attached is a list of additions, improvements and changes introduced in the Doc.It 4.6 upgrade. Contact lsherring@doc-it.com to inquire about migrating.
Doc.It 4.6 Upgrade Training Videos
Hello Doc.It users! The videos featured in this article cover the 4.6 components that are new, or have changed significantly from version 4.5. If what you are searching for is not here, please go back and refer to the 4.5 videos instead. A complete ...