How Do I Setup Doc.It AutoFiling?

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.

    • Related Articles

    • 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 ...

    • 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.

    • Doc.It 4.5 Latest Release v4.5.346 (June 2022)

      Below are the links and instructions to update your organization to the latest Doc-It Suite 4.5 software. Doc-It Server and Suite Update Instructions Plan for users to be out of Doc-It and Office applications or logged out of the Terminal ...

    • How to Setup Remote Scanning

      Hello Doc.It administrators! Please refer to the following document in order to setup remote scanning for users who would like to be able to scan documents over Remote Desktop Services or Citrix sessions. Setup is basically as follows, but the ...

    • Doc.It 4.5 Latest Release v4.5.335 (October 2021)

      Below are the links and instructions to update your organization to the latest Doc-It Suite 4.5 software. Doc-It Server and Suite Update Instructions Plan for users to be out of Doc-It and Office applications or logged out of the Terminal ...