Adding Graphic/Logo to E-Mail Notification for Portal 4.5

Adding Graphic/Logo to E-Mail Notification for Portal 4.5

These instructions refer to Portal 4.5 and Doc.It Suite 4.5


First place the image in a directory reachable via the internet.  For instance  https://portal.yourdomain.com/Content/Images/marketing.jpg is an example.  This image is located in the X:\Doc.It Inc\DocIT Portal 4.5\PortalUI\wwwroot\Content\Images  folder on the IIS server.  You can place your image here as well.  Test that it is reachable via browser in an external location.

(if former path not found, look for X:\PortalWebSite\PortalUI\webroot\content\images)


To insert image into email template:

The email templates are located in Maintenance > Firmwide Settings > Portal - Double click the Email Template you would like to edit


- Under Format Text, make sure HTML is selected.
- Place cursor in desired location in the email body.

- Then go Insert -> Pictures, and paste the http url of the file in the File name bar.

- Then click the drop down where it says ‘Insert’ and select ‘’Link To File”.




    • Related Articles

    • Doc.It Portal 4.5 Training Videos

      Hello Doc.It Users, Here is a list of our training videos for the New Doc.It Portal. You may click on them to stream them directly in your web browser. Doc.It 4.6 Portal videos and other resources can be found here, and here You need to have the ...
    • Adding/Renewing an SSL Certificate for Portal 4.5

      Pre-requisites: -Administrative access to your Doc.It server and Mobile Gateway (Portal) server -Access to your Certificate Authority (i.e. GoDaddy, Digicert, etc) for ordering/downloading new certificates Overview: Doc.It Portal 4.5 requires a ...
    • 64 Bit Email Converter

      Hello Doc-It Users! In order to check your version of Outlook please do the following: Launch Outlook. Click the File tab>Office Account>About Outlook. This screenshot shows the 32 bit version, if your version says 64 bit please proceed. If it is 32 ...
    • 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 ...
    • Tips for Editing Email Templates for Doc.It Portal 4.5

      Please refer to the screenshot below: When editing the email templates, be sure to remove any spellcheck warnings with a right click "Ignore All", then save the changes.  For the client name to show up when the client uploads, add the highlighted ...