Doc.It Briefcase and Mobile Binders
Before beginning to use the new Doc.It Briefcase in Suite 4 we strongly recommend taking a look at our training video outlining the usage of the Briefcase and Mobile Binders.
Click here to view the Briefcase training video.
Related Articles
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 ...
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 This is a typical ...
How-To Add a Work Binder to Clients in Doc.It
A work binder can be add to a single client or multiple clients at the same. This is dependent on the need and is based on the client type. The client type will dictate the type of work binder that will be used. Example, an individual tax binder can ...
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 Roll Binders Forward
Follow the steps below to roll binders forward. Note: only related binders can be rolled together, ie. all 2021 Personal Tax binders can be rolled at the same time to create the 2022 Personal Tax binders. That would be separate for rolling 2021 ...