Adding Filters to Reports in Doc.It

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 to add a filter
  • Select "Deleted"
  • Select "="
  • Select "no"
  • Click the save button at the top of the screen (this will refresh the report)
  • The altered report should not include any deleted Doc.It Work Binders
Please see the attached mp4 video to watch a brief demonstration. 

    • 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 ...

    • 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 ...

    • 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 ...

    • Saved Search - Unable To See All Client Binders

      There are times when a filter has been applied to the Saved Search in Binder Explorer preventing users from seeing all binders for clients when selecting the client name from the drop down. In order to remove the filter please complete the following ...