How do I configure and use a digital signature?
Please find a PDF named "Doc.It Digital Signatures in PDF Editor.PDF" attached to this post. It provides an overview of Digital Signatures, how to configure one, and how to use them.
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Adding a Transparent Signature Stamp to the Doc.It PDF Editor
To create a transparent signature stamp: Start with a clean, blank piece of 8.5 by 11 inch paper and sign the center of the paper the same way and the same size as you would any document you sign manually. Scan the piece of paper to create a PDF. ...
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.
How-To Configure 2FA (two factor authentication) in Doc.It v5
*Please find a 5 minute video attached to this article demonstrating how to configure 2FA for staff users and firm client portal users. For Staff Members: From the Doc.It Dashboard, click on Change Password In the web browser window that opens, have ...
How do I create a stamp of my initials for use in the PDF Editor?
Method One - Stamps Palette 1 Open a blank MS Word document 2 Select a font 3 Select a font size (when I use Arial Bold I start with either 9 or 10 point) 4 Select a font color for your initials (I recommend something other than black because it is ...
Creating and Using Digital Signature in the PDF Editor
Hello Doc.It Users! This material explains PDF digital signatures, and digitally sigining documents using the Doc.It PDF Editor (PDF XChange). It's two parts; Creating a Certificate is contained in the first, and Digitally Signing a Document in the ...