Training Materials
Adding/Renewing an SSL Certificate for Portal 4.5
Pre-requisites: -Administrative access to your Doc.It server and Mobile Gateway (Portal) server -Access to your Certificate Authority (i.e. GoDaddy, Digicert, etc) for ordering/downloading new certificates Overview: Doc.It Portal 4.5 requires a ...
How do I add a new user to Doc.It Suite 4.5?
Follow these steps in order to add a new user to Doc.It Suite version 4.5: 1. Watch this video about adding a new user. https://doc-it.wistia.com/medias/pb77doi61n 2. Watch this video about assigning skills to a new user if you use Doc.It Workflow. ...
Add a new Binder Template
There are two ways to create a new Work Binder Template. 1. Create a new template from scratch in which case you have to manual build the folder structure. Follow the instruction below to do so. a. Login to Doc.It with a user account that has ...
Doc.It Portal 4.5 Training Videos
Hello Doc.It Users, Here is a list of our training videos for the New Doc.It Portal. You may click on them to stream them directly in your web browser. Doc.It 4.6 Portal videos and other resources can be found here, and here You need to have the ...
How do I configure and use a digital signature?
Please find a PDF named "Doc.It Digital Signatures in PDF Editor.PDF" attached to this post. It provides an overview of Digital Signatures, how to configure one, and how to use them.
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 ...
Doc.It Briefcase and Mobile Binders
Before beginning to use the new Doc.It Briefcase in Suite 4 we strongly recommend taking a look at our training video outlining the usage of the Briefcase and Mobile Binders. Click here to download the Briefcase training video (Mar 2015).
Doc.It User Training Videos
Hello Doc.It users! 1. Here is a list of our training videos. You may click on them to stream them directly in your web browser. 2. The attached document contains a set of links to over 5 hours worth of additional Doc.It training videos geared ...
AutoFiling for Doc.It Administrators - Prerequisite Doc.It 4.5
AutoFiling will handle the automatic filing of printed PDF documents from time & billing and tax software to arrive in the client’s Archive, a client’s Work Binder or a designated user’s Inbox. Please take a moment to watch the demos provided below ...
Doc.It Maintenance Menu Videos
Hello Doc.It Administrators & Users! Below are links to our set of training videos covering the functionality of the Maintenance menu. Just click on the link which will take you to our video streaming website so you can watch the videos right in ...
Doc.It Advanced Topics Videos
Hello Doc.It Administrators! Below you'll find links to some videos covering advanced topics, ranging from workflow configuration, scanning and the Web portal. Just click on a link which will take you to our video streaming site where you can start ...
Doc-It Suite 4.5 - What's New! IBS Sessions Part 1 and Part 2
Doc.It Suite 4.5 is now available. Find links to the 2 Investment Builder Series video streams below. Part 1 Updated version of the PDF Editor Complete re-write of the Calculator Autofiling - print or scan documents like ...
Creating and Using Digital Signature in the PDF Editor
Hello Doc.It Users! This material explains PDF digital signatures, and digitally sigining documents using the Doc.It PDF Editor (PDF XChange). It's two parts; Creating a Certificate is contained in the first, and Digitally Signing a Document in the ...
Doc.It FAQ
Hello Doc.It Administrators & Users! Below are links to our set of training videos created in response to your Frequently Asked Questions. Just click on the link which will take you to our video streaming website so you can watch the videos right ...