Doc.It FAQ

• 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 ...

• Doc.It 4.6 Training Videos

        Hello Doc.It users! The videos featured in this article come with supplemental documentation.  Each of the ZIP files below contain a video, training notes and handouts.  Enjoy! V4.6 Portal – Suite Configuration Package.zip V4.6 Portal – Using ...

• Doc.It Maintenance Menu Videos

  Hello Doc.It Administrators & Users!   Below are links to our set of training videos covering the functionality of the Maintenance menu. Just click on the link which will take you to our video streaming website so you can watch the videos right in ...

• 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 ...

• Doc.It User Training Videos

  Hello Doc.It users! 1. Here is a list of our training videos. You may click on them to stream them directly in your web browser. 2. The attached document contains a set of links to over 5 hours worth of additional Doc.It training videos geared ...