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 in your browser - hassle free!

 

• How do I add a new Binder Template?

• How do I add a new Work Binder from a Template?

• How to I set the Doc.It PDF Editor as my Windows default for PDFs? (Doc.It PDF Editor 4.5)

• How do I add an External Workflow for work done outside of Doc.It?

• Maintenance -> Client Emails - what is this for?

• How do I restrict access to a specific folder in the Doc.It Archive?

• How do I restrict who can access a Doc.It Work Binder for a specific client?

• What is the best way make and archive duplicates of one document in multiple client archives?

• Is there a way to filter deleted Doc.It Work Binders out of reports?

• Why are my Assigned to Me columns not in the same order as my Default Search?

 

Enjoy! And, as always please reach out and submit a ticket to our support team if you have any questions.

 

Cheers,

Doc.It Support