Doc.It Portal 4.5 Training Videos

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 portal installed:

Whether you are on the old Portal and need to migrate, or you don't have portal at all, please refer to the following KB article to get started towards booking an install date with the Doc.It Support Team.  The article also contain the technical requirements.

      Configuring Portal
  1. Doc.It Portal 4.5 Post Installation Configuration Outline.docx (attached)
  2. Maintenance Firmwide Settings
  3. Maintenance Security Groups
  4. Create a Portal Template
  5. Post to Portal When Archiving with Policies (optional)
Portal Manager
  1. Add New Portal
  2. Folder Permission Maintenance
  3. Adding Additional Firm (Staff) Contacts
  4. Web Portal User Maintenance
  5. User Associations by Portal
  6. Deleting a Portal
  7. Upload Notification Emails
  8. Create and Maintain PBC Lists
  9. Audit Tools
Using Portal
  1. Doc.It Portal 4.5 Training Outline.docx
  2. Overview
  3. Adding Files to a Portal Binder
  4. Retrieving Files from a Portal Binder
  5. What Your Clients Will See




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