Doc.It 4.6 Upgrade Training Videos

Doc.It 4.6 Upgrade Training Videos

Hello Doc.It users!

The videos featured in this article cover the 4.6 components that are new, or have changed significantly from version 4.5.  If what you are searching for is not here, please go back and refer to the 4.5 videos instead.  A complete list of 4.6 training videos are coming soon.


  1. Logging In
  2. The Desktop Connector
  3. E Signature (DocuSign Integration)
  4. PDF Editor
  5. Document Search
  6. Auto OCR of PDFs (with no text layer)
  7. Convert JPEG files to PDFs
  8. Doc.It Scan
  9. Autofiling
  10. Event Monitor
  11. Binder Changes
  12. Portal Settings in Firmwide Settings
  13. Portal Manager
  14. Creating a Portal
  15. Creating a PBC List
  16. Creating a PBC List Template
  17. Outlook Integration
  18. Security
  19. How to Delete a User
  20. Reset Portal User Password

  1. Download the Client Webinar from August 23rd 2022- Product Innovations in The latest Doc.It Release










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