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 Do I Setup Doc.It AutoFiling?
Doc.It Suite AutoFiling overview and step by step sample setup instructions attached to this post as a PDF. AutoFiling Prerequisite: AutoFiling is only available in Doc.It Suite version 4.5 and above.
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 ...
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 ...