How-To Add a Work Binder to Clients in Doc.It

A work binder can be add to a single client or multiple clients at the same. This is dependent on the need and is based on the client type. The client type will dictate the type of work binder that will be used. Example, an individual tax binder can be added to all individual tax clients at the same time, and a bookkeeping work binder could be added to all bookkeeping clients at the same time. These are separate tasks due to the nature of the relationship between the client type and work binder type. Follow the steps below to add a binder to a client or multiple clients.

Step 1 - Open Binder Explorer from the main Doc.It Dashboard. In the Binder Explorer window click on the Add Binder from Template button in the toolbar.

Step 2 - In the following window a list of clients is shown. Below the client list are the selections for the work binder setup. If Client Types have been setup, filters and sorting can be used to group client together and make it easy to use the mouse and keyboard keys to make single or mass selections from the client list. To sort, click on the Client Type column heading.

To filter based on the Client Type, right click on a client type in the column and select Filter Include Selection from the right click menu. This will filter the list to only the clients assigned to the client type selected. Use the Ctrl+A keyboard combination to select all of the filtered results or use the mouse and keyboard keys to make single or mass selections from the filtered results.

Step 3 - After the client selection is made, click in the Select a Template field and choose the work binder template which will be used to add a new binder to the client(s) selected. 

Enter Name for new Binder - type a name that will be used to identify the work binder. Use a consistent naming convention for work binders as they are used for reporting, filtering, searching and sorting. Also, consider that no client can have two binders with the same name. This is why a date code is typically used at the front of the name of the work binder to help avoid this from happening.

Estimated Binder Time (xxh xxm) - (optional) used to add estimated times for time input in conjunction with workflow.

Binder Year - used for reporting, filtering, searching and sorting. Also used in conjunction with work binder due date calculation. This is typically set as the tax or reporting year of the work binder. Per binder type, per client, no two binders can have the same binder year.

Priority (Leave blank for Client default) - (optional) used to set a priority on the work binder that can be reported on and used for sorting in Binder Explorer. It is a numbering system between 1 - 15.

Add the fields as needed and click the Add New Binder button. The utility will add a binder based on the settings to each client selected in the window above. It will give a confirmation popup once completed. If a client already has a binder that matches the settings used, it will give an error message.

Please contact Doc.It Support if you have any questions or need further information. At support@doc-it.com or by calling 888-693-6248.

• Related Articles

• Restore a deleted Work Binder

  Instructions to restore a work binder that was previously deleted. When a Doc.It Work Binder is deleted from a client in the Doc.It system, the binder is not completely removed from the system. It is marked “Deleted” and made available to be purged ...

• How Do I Finalize Doc.It Work Binders?

  Follow Instructions below, or download the Attached Finalize Procedure for Doc.It Work Binders.docx in this post / knowledge base article. Follow them. And keep them for your personal reference. Please contact Doc.It Support with questions by ...

• Filter Deleted Work Binders Out Of Reports

  Select Universal Reporter from the Doc.It Dashboard Select a report that shows deleted binders Click the edit button at the top of the screen Scroll to the bottom of the current filter list in the middle area of the screen Click the green plus sign ...

• How to Publish, Finalize, and Roll Forward Doc.It Work Binders

  This article outlines the Doc.It Binder Shutdown Process. Covers the order of operation and the step necessary to publish, finalize and roll forward Doc.It Work Binders. Order of operations: 1. Publish 2. Finalize 3. Roll Forward This is a typical ...

• 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 ...