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 to see how you can configure AutoFiling for use in your firm. Contact our Customer Care team to request a download of the AutoFiling update so you can start using it today!

AutoFiling - Overview & Sample

AutoFiling - Additional Techniques

 

Please refer to the attached document to help get you started.

 

To contact support, go to IRIS Community.