Recent Articles
How-To Configure 2FA (two factor authentication) in Doc.It v5
*Please find a 5 minute video attached to this article demonstrating how to configure 2FA for staff users and firm client portal users. For Staff Members: From the Doc.It Dashboard, click on Change Password In the web browser window that opens, have ...
How-To Add a Work Binder to Clients in Doc.It
A work binder can be add to a single client or multiple clients at the same. This is dependent on the need and is based on the client type. The client type will dictate the type of work binder that will be used. Example, an individual tax binder can ...
Adding a Transparent Signature Stamp to the Doc.It PDF Editor
To create a transparent signature stamp: Start with a clean, blank piece of 8.5 by 11 inch paper and sign the center of the paper the same way and the same size as you would any document you sign manually. Scan the piece of paper to create a PDF. ...
How-to Add & Edit Users in Doc.It Versions 4.6 & 5.0
This article outlines the steps to add a new user or edit a current user in Doc.It versions 4.6 & 5.0. To get started, make sure you're logged into Doc.It with Admin permissions and then open the Maintenance window from the main dashboard. Follow the ...
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 ...