Restore a deleted Work Binder
Instructions to restore a work binder that was previously deleted. When a Doc.It Work Binder is deleted from a client in the Doc.It system, the binder is not completely removed from the system. It is marked “Deleted” and made available to be purged ...
Add a new Binder Template
There are two ways to create a new Work Binder Template. 1. Create a new template from scratch in which case you have to manual build the folder structure. Follow the instruction below to do so. a. Login to Doc.It with a user account that has ...
How Do I Finalize Doc.It Work Binders?
Follow Instructions below, or download the Attached Finalize Procedure for Doc.It Work Binders.docx in this post / knowledge base article. Follow them. And keep them for your personal reference. Please contact Doc.It Support with questions by ...
How to Publish, Finalize, and Roll Forward Doc.It Work Binders
This article outlines the Doc.It Binder Shutdown Process. Covers the order of operation and the step necessary to publish, finalize and roll forward Doc.It Work Binders. Order of operations: 1. Publish 2. Finalize 3. Roll Forward ...
Alter Template Folders in the Work Binders Created for Next Period
Production Work Binders can be created by rolling a Work Binder forward, or by adding Work Binder(s) from Templates. A Binder Template folder cannot be deleted if a Work Binder based on that template has a document in a folder you wish to delete. ...