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
Server and Suite Update Instructions
Plan for users to be out of Doc-It and
Office applications or logged out of the Terminal Server/Citrix server (if
applicable) for a time period of 20 - 30 minutes.
With all users out
of Doc-It and MS Office:
- Before the latest Doc-it
update is installed, Framework 4.8 from Microsoft needs to be installed. To
check and see if 4.8 Framework is install you can open PowerShell and run
the following command:
Setup\NDP\v4\Full").Release -ge 528040.
A return of True means that
4.8 Framework is installed. Here is a link to the 4.8 Framework offline installer. A restarted is required after 4.8 Framework is installed.
- You must have Office 2013 or
higher installed to use the new Outlook Addin
- Once step 1 has been
completed download the Doc-It Update Package to the disk of your Doc-It server.
- Extract and run the 'Doc-It
Updater.exe' file contained. **Contact Doc-It Support if there is any red
text on this window (see below)
- Click the 'Apply Updates'
button and allow to run until you are presented with the 'Doc-It Database
- Doc-It Database Upgrader
Utility: a) Select your country from the 'Firm Location' drop down.
b) Click the 'Perform Standard Update' button and observe the Status
Section at the bottom (you should see it progress to DB Version 5.01)
- Click 'OK' then 'Close' on
the 'Doc-It Database Upgrader'
- Start Doc-It Suite 4.x on
the workstations and allow the updates to install
- For Terminal
Services(RDS)/Citrix environments, login in with administrator credentials
and place server into "Install" mode, then launch 'Doc-It Suite
Important information regarding the Binder Explorer and Update 4.5.2xx if you
are coming from 4.5.1xx follows:
by drag-and-drop in the Binder Explorer will no longer persist after restarting
Doc-It Suite. Instead, any custom column ordering, sorting, and filtering
will be done via the Universal Reporter.
We urge Doc-It
users and administrators to review the attached document titled Binder Explorer
Overview and watch the linked video below before this update is applied. Attn:
IT administrators, please forward this note and said document and link to
the Doc-It end users.
Binder Explorer Update
Issues Applying Update?Should you run into issues with the update, Submit a Ticket with the subject “Help with Doc-It Update” or call 1-888-693-6248 Option 2
Investment Builder Series (IBS) Sessions and Latest Product Enhancements
Hello Doc.It Users and Administrators, This is the container for recorded IBS sessions that you may have missed, or wish to review. We will also collate the latest Doc.it Suite enhacements here. IBS Sessions 2017-06-29 Implementing the Doc.It ...
Doc.It Watch 4 - Upgrading from V3 or Installing From Scratch
Hello Doc-It users! Doc.It Watch 4 and Doc.It OCR 4 installers are available in the \\DOCITSERVER\Client Setup\Install OCR directory. If not available, please check the Announcements and make sure you are on the latest release of the server ...
Filter Deleted Work Binders Out Of Reports
Select Universal Reporter from the Doc.It Dashboard Select a report that shows deleted binders Click the edit button at the top of the screen Scroll to the bottom of the current filter list in the middle area of the screen Click the green plus sign ...
Doc.It window is hiding off screen / stuck in taskbar
You may run into a situation where the Doc.It module you are trying to access appears to be stuck in the taskbar. What is actually happening is the window is opening off the screen. When this happens the following can help you recover the Window ...
Doc.It Watch 4 - V4 to V4 Update or Installation from Scratch
Hello Doc-It users! Already using Watch 4 and need to update - simply uninstall both Doc.It Watch 4 and Doc.It OCR 4 from Programs and Features and install the latest copies from "\\DOCIT SERVER\Client Setup\Install OCR" Installing From Scratch - ...