Tips for Editing Email Templates for Doc.It Portal 4.5
Please refer to the screenshot below:
When editing the email templates, be sure to remove any spellcheck
warnings with a right click "Ignore All", then save the changes.
the client name to show up when the client uploads, add the highlighted
line to the \Doc-ItServer\Client Setup\EmailTemplate\ET_FileUploaded.msg template
Adding Graphic/Logo to E-Mail Notification for Portal 4.5
These instructions refer to Portal 4.5 and Doc.It Suite 4.5 First place the image in a directory reachable via the internet. For instance https://portal.yourdomain.com/Content/Images/marketing.jpg is an example. This image is located in the ...
64 Bit Email Converter
Hello Doc-It Users! In order to check your version of Outlook please do the following: Launch Outlook. Click the File tab>Office Account>About Outlook. This screenshot shows the 32 bit version, if your version says 64 bit please proceed. If it is 32 ...
Doc.It Portal 4.5 Training Videos
Hello Doc.It Users, Here is a list of our training videos for the New Doc.It Portal. You may click on them to stream them directly in your web browser. You need to have the portal installed: Whether you are on the old Portal and need to migrate, or ...
Adding/Renewing an SSL Certificate for Portal 4.5
Pre-requisites: -Administrative access to your Doc.It server and Mobile Gateway (Portal) server -Access to your Certificate Authority (i.e. GoDaddy, Digicert, etc) for ordering/downloading new certificates Overview: Doc.It Portal 4.5 requires a ...
Add a new Binder Template
There are two ways to create a new Work Binder Template. 1. Create a new template from scratch in which case you have to manual build the folder structure. Follow the instruction below to do so. a. Login to Doc.It with a user account that has ...