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 steps:
1. Open Binder Explorer.
2. From the Saved Search drop down list select Default Client Layout.
3. Click the yellow star to the left of the drop down.
4. Click the Set as Default Layout and Filters button.
Should you have any questions or require assistance please contact Doc-It Support email@example.com or 888-693-6248 ext. 2.
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 ...
Assigned to Me columns not in the same order as my Default Search
Question: I have configured a customized default search in Binder Explorer. Why are my columns in the correct order when I open Binder Explorer but, when I select the "Assigned to Me" saved search, the columns are not ordered correctly anymore? ...
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 ...
Alter Template Folders in the Work Binders Created for Next Period
Production Work Binders can be created by rolling a Work Binder forward, or by adding Work Binder(s) from Templates. A Binder Template folder cannot be deleted if a Work Binder based on that template has a document in a folder you wish to delete. ...