Investment Builder Series (IBS) Sessions and Latest Product Enhancements

Investment Builder Series (IBS) Sessions and Latest Product Enhancements

Hello Doc.It Users and Administrators,

 

This is the container for recorded IBS sessions that you may have missed, or wish to review.  We will also collate the latest Doc.it Suite enhacements here.

 

IBS Sessions

 

2017-06-29 Implementing the Doc.It Web Portal (Portal 4.0)

2017-06-28 Implementing Doc.It Work Binders

2017-06-27 Implementing Doc.It Workflow - Overview

 

Latest Product Enhancements


Summer 2017 Update - AutoFiling Caseware Batch Print Jobs

Summer 2017 Update - F2 Rename Enhancement

Summer 2017 Update - PDF Editor Standard Mode vs 10 Key Mode

Summer 2017 Update- Workflows Enabled After Finalization


Demos