Client and Server Software Dependencies

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• AutoFile Common Issues

  These are common issues with the AutoFile configuration. Issues are normally related to initial setup errors or if changes are made to other areas in the Doc.It system that are related to the AutoFile setup. When using AufoFile to send a document to ...

• Checking, Adding and Editing Existing Client Information

  Client information in Doc.It Suite includes - Client Type, Client Name, Client Group, Email, Period End, Partner, Manager, Alt. Manager, Priority, Active Status and Office Name. All of this information can be exported to a spreadsheet to check for ...

• Saved Search - Unable To See All Client Binders

  There are times when a filter has been applied to the Saved Search in Binder Explorer preventing users from seeing all binders for clients when selecting the client name from the drop down. In order to remove the filter please complete the following ...

• Performing a Re-install of Doc.It Suite

  Uninstalling Doc.It Suite version 4 Client Software The client launcher will perform an unattended removal of the required components: Location: \\Doc-ItServer\Client Setup\Install Client\  Drag and drop ‘Launch Doc.It Setup.exe’ from the directory ...