Doc.It Web Portal 4.5 Deployment Guide and IT Checklist.

With Doc.It 4.6 now available, be sure to refer to the 4.6 Technical Requirements document attached when sizing your Doc.It server and Gateway Server to be ready for eventual 4.6 migration.

Note:  The Doc.It Client Portal requires a valid email address and SMTP authentication to send notifications to external recipients.

Attached is the Portal Deployment Guide where you will find a Verification Tool and a Checklist to help complete all necessary items ahead of the Doc.It installation date. 
There are additional steps involved when upgrading from Portal 4.0/4.1 (see below the diagram)

When the Verification Tool passes (on both the Gateway Server and the Doc.It Server), an email is generated and we will be in touch shortly after.

Contact us at anytime for assistance.

Note:  This configuration requires a Multi-Domain SANs or Wild Card SSL Certificate.

Room for up to 5 domain names needed.  This includes 1 optional, and 2 for future upgrade to 4.6 Portal.

 

**Be sure to mention if you are currently running portal version 4.x.x

 

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