Common questions

• Installation, upgrades and licensing

• Server and Portal administration

• Users, permissions and security

• Clients, work binders and year-end

• Scanning, AutoFiling and Watch

• PDF Editor, stamps and signatures

• Email and Outlook

• Printing and third-party applications

• Check-in, check-out and lost work

• Troubleshooting and support tools

• Training, videos and what's new

Installation, upgrades and licensing

• Client and Server Software Dependencies

• Doc.It Watch 4 - Upgrading from V3 or Installing From Scratch

• Doc.It Watch 4 - V4 to V4 Update or Installation from Scratch

• Error due to insufficient access to registry key HKEY_LOCAL_MACHINE

• How do I add licenses to Doc.It Suite 4.5?

• How to really disable UAC on a workstation

• My License is Expiring

• Performing a Client installation

• Performing a Client update from the Doc.It Server(no longer in use)

• Performing a Re-install of Doc.It Suite

• Removal of Doc.It v3 when Doc.It v4 is installed.

• Removal, Clean-up and Re-installation of Doc.It Suite 3.x

• Retrieving the Version of Doc.It Suite for Support

• Running the Database Upgrader manually

• Upgrading 4.6 Environments Best Practices (Agents Only)

Server and Portal administration

• Adding Graphic/Logo to E-Mail Notification for Portal 4.5

• Adding/Renewing an SSL Certificate for Portal 4.5

• Backing up the Doc.it Server

• Doc.It Web Portal 4.5 Deployment Guide and IT Checklist.

• Editing the Welcome Email for new portal users in Doc.It

• How-to Add Or Edit Publication Definitions

• Moving the Doc-ItServer folder to a new drive

• Portal 4.6 Deployment Guide (Agents Only)

• Portal Manager 4.5 - Cannot creat file or folder beginning with a

• Replacing the Doc.It Server Database (WipflowDN.FDB)

• Setting up a Publication Engine (or updating)

• Tips for Editing Email Templates for Doc.It Portal 4.5

• Troubleshooting the Publication Engine

• Updating Portal 4.5 Manually

Users, permissions and security

• Granting staff access to add clients in Doc.It

• How do I add a new user to Doc.It Suite 4.5?

• How-to Add & Edit Users in Doc.It Versions 4.6 & 5.0

• How-To Configure 2FA (two factor authentication) in Doc.It v5

• How-to Give a User Permission to Create & Edit Clients

• How-to setup Two-factor Authentication (2FA)

• Resetting Admin password (Agents Only)

• Restricting client access using Offices in Doc.It

Clients, work binders and year-end

• Add a new Binder Template

• Add Multiple Binders From Template

• Alter Template Folders in the Work Binders Created for Next Period

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

• Checking, Adding and Editing Existing Client Information

• Doc.It Briefcase and Mobile Binders

• Filter Deleted Work Binders Out Of Reports

• How Do I Finalize Doc.It Work Binders?

• How to Publish, Finalize, and Roll Forward Doc.It Work Binders

• How-To Add a Work Binder to Clients in Doc.It

• How-to Roll Binders Forward

• Increasing the limit on the Recent Binders and Recent Documents Dashboard Widgets. (Agents Only)

• Mobilizing a binder gives Different Database Version message.

• Policies and Policy Manager - Document Name Mask field possibilities

• Restore a deleted Work Binder

• Saved Search - Unable To See All Client Binders

• Workflow Configuration, Setup and Use

Scanning, AutoFiling and Watch

• AFR and Personal Tax Best Practices 2016

• AFR Draft

• AutoFile Common Issues

• AutoFile Delay Feature for Duplications.

• AutoFiling for Doc.It Administrators - Prerequisite Doc.It 4.5

• Dedicated Scan Stations Still Use Doc.It Scan v3 - How To Install and Setup

• Doc.It Scan - Scanner not found on WIndows 11 - Showing WIA-No friendly name

• Doc.It Watch (Version 3 Only) - Troubleshooting

• How Do I Setup Doc.It AutoFiling?

• How to Setup Remote Scanning

• Installing Doc.It Scan as a Stand-Alone Application

• Recommended scanner specifications for high-volume scanning

• Setting up ScanSnap with Doc-It

PDF Editor, stamps and signatures

• Adding a Transparent Signature Stamp to the Doc.It PDF Editor

• Combine or Split Issues, and Fixes

• Creating and Using Digital Signature in the PDF Editor

• Disabling the Previewer to Remove Corrupted PDF

• Doc.It PDF Editor 4.5 - Standard Tickmarks are Missing

• Draft / Agent Only - Electronic Signature Stamps

• Enabling the Print as Image option.

• How do I configure and use a digital signature?

• How do I create a stamp of my initials for use in the PDF Editor?

• How to change the stamp signature to not be your Windows login name

• How to Distribute Custom-Made PDF Editor Stamps to all users

• How to Resolve PDF Editor System configuration error

• Inserting pages into PDFs

• Making and Distributing PDF Stamps

• PDF Editor Tips - Keep Tool Selected

• Previewer Issue on Second Monitor

• Restoring default settings in Doc.It PDF editor

• Unable to Open PDF documents created in Taxprep 2020 applications

Email and Outlook

• 64 Bit Email Converter

• Doc-It Email Converter Error

• Email Converter cannot create Doc-It Inbox folder in Outlook IMAP account

• Email Converter Fix – Duplicating (2019) (Internal)

• Enabling the Doc.It 4.6 Outlook Plugin (draft)

• Getting Doc.It To Recognise Office 64bit for Doc.It Email Converter 4 64

• Outlook Save to Doc.It feature. Use and Configuration (Doc.It Email Converter)

Printing and third-party applications

• Caseware Batch Print Error Root element is missing

• Desktop Connector Instruction Manual

• How to manually add the Doc.It PDF Printer (Version 3 Only)

• Printer Missing

• Printing entire Excel workpaper produces multiple copies in the Inbox

• ProFile Version 2014.3.1 giving error when printing to PDF

• QuickBooks - Printing to Doc-It My Inbox and Issues with PDF Conversion from QB.

• Reinstalling Doc.It 4 PDF Printer

• The Doc.It Startup Utility Does Not Remember Default Printer Setting.

Check-in, check-out and lost work

• 4.5 RECOVERING FILE DELETED FROM USER INBOX

• Auto Check-in Not Working - Word and/or Excel Documents

• Clearing persistent checkouts (file won't check back in)

• Document Won't Check Back In

• Recovering Lost Work

Troubleshooting and support tools

• Doc-it Folders to be added to Anti-Virus Program Folder Exclusions list

• Doc.It Executable List for AV Exclusion List.

• Doc.It Suite logs in as Test

• Doc.It window is hiding off screen / stuck in taskbar

• Enable Advanced Logging, and Retrieving Log Files for Doc.It Support

• How to perform a Reset Layout.

• Override high DPI scaling - (UI display issues. Missing buttons, Blank Binder Explorer window) - v4.6 Suite only

• Troubleshooting why the Client does not start

• v5 Performing a full Logout Cycle for Doc.It Suite and Connector

Training, videos and what's new

• Doc-It Suite 4.5 - What's New! IBS Sessions Part 1 and Part 2

• Doc.It 4.6 Training Videos

• Doc.It Advanced Topics Videos

• Doc.It FAQ

• Doc.It Maintenance Menu Videos

• Doc.It Portal 4.5 Training Videos

• Doc.It Suite 4.5 Modules and Tools

• Doc.It v5 User Initial Training Videos

• Investment Builder Series (IBS) Sessions and Latest Product Enhancements

• Make the Most of Your Doc.It Investment!

• Upcoming Tax Deadline Changes in USA

• v5 Doc.It PDF Editor Videos

• v5 Video Shorts for Common v5 Tasks

• What's New in the Doc.It 4.6 Upgrade?