Administrative Documents
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 ...
64 Bit Email Converter
Hello Doc-It Users! In order to check your version of Outlook please do the following: Launch Outlook. Click the File tab>Office Account>About Outlook. This screenshot shows the 32 bit version, if your version says 64 bit please proceed. If it is 32 ...
Outlook Save to Doc.It feature. Use and Configuration (Doc.It Email Converter)
Use the Outlook Add-in called Save To Doc.It to send emails to your Doc.It Inbox Simply select the email and press Save to Doc.It. You can also drag the email into the folder called "Doc-It Inbox" under the Inbox folder in Outlook. Note: The email ...
How to change the stamp signature to not be your Windows login name
Procedure to Create a Custom Signature Stamp Navigate to the stamp within its destination folder on the local computer. Please note that the default folder is C:\Users\<User>\AppData\Roaming\Tracker Software\PDFXEditor\3.0\Stamps. Select the stamp ...
How Do I Setup Doc.It AutoFiling?
Doc.It Suite AutoFiling overview and step by step sample setup instructions attached to this post as a PDF. AutoFiling Prerequisite: AutoFiling is only available in Doc.It Suite version 4.5 and above.
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 ...
Setting up ScanSnap with Doc-It
1. Right click the Snap Scan icon in the systray and select "Scan Button Settings.." 2. Uncheck the "Use Quick Menu" box and set the Application to "Scan to File" 3. Where you point the "Image saving folder" The image above will have the Save ...
Installing Doc.It Scan as a Stand-Alone Application
There are times when a computer requires Doc.It Scan, but not the entire Doc.It Suite. NOTE: If this is a remote setup where the user is scanning over the internet into a Citrix or RDS server, then please refer to the following KB: How to Setup ...
My License is Expiring
In order to request a license renewal you will require access to the Licensing renewal tool located in Maintenance. This video details the procedure through to completion. Press the Email License Request button
How do I create a stamp of my initials for use in the PDF Editor?
Method One - Stamps Palette 1 Open a blank MS Word document 2 Select a font 3 Select a font size (when I use Arial Bold I start with either 9 or 10 point) 4 Select a font color for your initials (I recommend something other than black because it is ...
Checking, Adding and Editing Existing Client Information
Client information in Doc.It Suite includes - Client Type, Client Name, Client Group, Email, Period End, Partner, Manager, Alt. Manager, Priority, Active Status and Office Name. All of this information can be exported to a spreadsheet to check for ...
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. ...
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 do I add licenses to Doc.It Suite 4.5?
Doc.It Suite 4.5 – Adding Additional User Licenses In Maintenance - > Users The number of licenses in use and the total number of licenses available is viewable in the upper right corner (highlighted in the screenshot above). To add additional ...
Getting Doc.It To Recognise Office 64bit for Doc.It Email Converter 4 64
Hello Doc.It Administrators, There are instances when a Doc.It install or update will install Email Converter 32bit, when 64bit is required to work with Outlook 64bit. This causes errors, as Doc.It Suite is looking for the 32 bit version of Outlook. ...
Previewer Issue on Second Monitor
Hello Doc-It Administrators, The following August 30, 2017—KB4039884, is the Windows Update that addresses the issue where the PDF Editor and Previewer screen does not present properly on second, and additional monitors.
Removal, Clean-up and Re-installation of Doc.It Suite 3.x
Follow the steps below to properly remove, clean-up folders, and re-install Doc-it Suite 3 on a workstation: 1. Start Add/Remove Programs(or Programs and Features, as appropriate) and uninstall the following: a. Doc.It Suite -- all versions listed, ...
Removal of Doc.It v3 when Doc.It v4 is installed.
V3 Removal Tool (Feb 2015) The following steps will help you remove Doc-It Suite 3 when Doc.It Suite 4 is installed on the same computer. 1. Download the above uninstallation tool. 2. Progress through the prompts. 3. The tool will uninstall Suite 3 ...
How to manually add the Doc.It PDF Printer (Version 3 Only)
1. Control Panel\Devices and Printers 2. Added a local printer 3. Use an exsisting port: CPWPT692: (Doc.It PDF Printer) 4. For the driver I select "Lexmark C524 PS (MS)" 5 Printer Name: Doc.It PDF Printer 6. Do not share, set as default as prefered
Setting up a Publication Engine (or updating)
Setting up a Publication Engine: NOTE: If updating the Publication Engine, begin by uninstalling the current version, then continue with this article. The Publication Engine should be run on a system that is always logged on. It can run on one or ...
Doc.It Server 3.x Migration to new hardware
For all clients moving the Doc.It V3 server components to another location (whether internal or external), the procedure that is required is a “Doc.It Server Migration”. This is very straightforward and usually requires no intervention from Doc.It ...
How to "really" disable UAC on a workstation
Doc.It Suite 3.x requires that UAC is set to "Never Notify" to function correctly, for instance when emailing a document for the Doc.It Agent, UAC may block the New Outlook Mesage dialog from popping up. This article addresses the fact that ...
Mobilizing a binder gives "Different Database Version" message.
If you receive a message that your database versions are different when you try and mobilize a Binder, your system may have and older version of the Firebird database engine installed or it could be missing the component. To resolve, browse to this ...
Add Multiple Binders From Template
In the Add Binder From Template you are able to perform a multi-select on your clients. You are also able to filter out certain data in this menu by right-clicking fields in the grid. When you add the binders, if a binder exists in a client with that ...
Inserting pages into PDFs
The following method is the easiest way of inserting pages into PDFs: 1) Highlight all the documents involved and check them out in the PDF Editor 2) Go to the tab of the document that will receive new pages 3) Press CTRL+T to open Pages Thumbnails ...
ProFile Version 2014.3.1 giving error when printing to PDF
When printing to PDF from ProFile the print fails. As of Version 2014.3.1, Intuit has changed the mechanism for printing to PDF in such a way that you cannot keep the Doc.It PDF editor as your default PDF Editor. Intuit has informed some of our ...
How to Distribute Custom-Made PDF Editor Stamps to all users
Note: This article does not delve into all the choices and possibilities of adding custom stamps or stamp collections, it is simply to show how to distribute them when completed. 1 - Open a document in Doc.It PDF Editor 4.5. 2 - Click on the arrow ...
Policies and Policy Manager - Document Name Mask field possibilities
Hello Doc.It Users! Here are all possible masks you can use to configure your policies' Doc. Name Mask field (Maintenance > Policy Manager). You can enter descriptions or instructions in between the {curly brackets} in order to indicate the ...
Doc.It Watch 4 - Upgrading from V3 or Installing From Scratch
Hello Doc-It users! Doc.It Watch 4 and Doc.It OCR 4 installers are available in the \\DOCITSERVER\Client Setup\Install OCR directory. If not available, please check the Announcements and make sure you are on the latest release of the server ...
PDF Editor Tips - Keep Tool Selected
Hello Doc.It Users - The button to change the behaviour of a tool, such as the stamp tool, to remain selected during use is located on the Properties Toolbar. - The properties tool-bar can be made visible pressing CTRL-E on your keyboard - Once the ...
Doc.It Watch 4 - V4 to V4 Update or Installation from Scratch
Hello Doc-It users! Already using Watch 4 and need to update - simply uninstall both Doc.It Watch 4 and Doc.It OCR 4 from Programs and Features and install the latest copies from "\\DOCIT SERVER\Client Setup\Install OCR" Installing From Scratch - ...
Upcoming Tax Deadline Changes in USA
Please refer to attached document for full information.
AFR and Personal Tax Best Practices 2016
The attached document is a best practices guide for Personal Tax processing in Doc.It Suite 4.x, that also covers the following: - How to create / modify binder templates, - AFR definitions and forms, - Creating binders from a template, - Basic use ...
How to Setup Remote Scanning
Hello Doc.It administrators! Please refer to the following document in order to setup remote scanning for users who would like to be able to scan documents over Remote Desktop Services or Citrix sessions. Setup is basically as follows, but the ...
Client and Server Software Dependencies
Please refer to the attachment for more information.
Replacing the Doc.It Server Database (WipflowDN.FDB)
Please refer to the attachment for more information.
How To Perform a Server Update
Please go here to be directed to the latest Doc.It update with instructions.
Backing up the Doc.it Server
Backing up the Doc.It Server (Administrators Only) There are three considerations when performing a backup of Doc.It data, the Server and the DocIt-Server data folder with its sub folders. Backup the Server: Doc.It highly recommends that a full ...