AutoFiling for Doc.It Administrators - Prerequisite Doc.It 4.5
AutoFiling will handle the automatic filing of printed PDF documents from time & billing and tax software to arrive in the client’s Archive, a client’s Work Binder or a designated user’s Inbox.
Please take a moment to watch the demos provided below to see how you can configure AutoFiling for use in your firm. Contact our Customer Care team to request a download of the AutoFiling update so you can start using it today!
AutoFiling - Overview & Sample
AutoFiling - Additional Techniques
Please refer to the attached document to help get you started.
As always, if you have any questions please contact us at support@doc-it.com or submit a ticket directly at http://support.doc-it.com/
Related Articles
How Do I Setup Doc.It AutoFiling?
Doc.It Suite AutoFiling overview and step by step sample setup instructions attached to this post as a PDF. AutoFiling Prerequisite: AutoFiling is only available in Doc.It Suite version 4.5 and above.
Doc.It 4.5 Latest Release v4.5.346 (June 2022)
Below are the links and instructions to update your organization to the latest Doc-It Suite 4.5 software. Doc-It Server and Suite Update Instructions Plan for users to be out of Doc-It and Office applications or logged out of the Terminal ...
Doc.It 4.5 Latest Release v4.5.335 (October 2021)
Below are the links and instructions to update your organization to the latest Doc-It Suite 4.5 software. Doc-It Server and Suite Update Instructions Plan for users to be out of Doc-It and Office applications or logged out of the Terminal ...
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 ...
Doc.It FAQ
Hello Doc.It Administrators & Users! Below are links to our set of training videos created in response to your Frequently Asked Questions. Just click on the link which will take you to our video streaming website so you can watch the videos right ...