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 tax returns, client invoices, engagement letters and they are filed without user intervention
- Multi-Office support and separation of data when all offices are on one instance of Doc.It
- Client Groups for accessing Binders, Archives and searching of an affiliated group of clients vs the current single client access to data
Part 2
Doc.It's New Workflow and reporting functions:
- Enhanced due date rules and tracking
- Workflow Sub-stages
- Workflow groups
- Graphical dashboard widgets and customized dashboard report creation
- Standardization of document, data and reporting searches into one tool
- Making saved searches public
- Time and Billing integration - Alpha release