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.
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 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 ...
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 ...