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/
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