Document Management

Doc.It Suite 3.6

Parent Category: News
Thursday, 07 June 2012
Published Date
Written by The Progressive Accountant

doc.it logoThe Client Web Portal in the Doc.It Suite 3.6 has support for multi-company clients and multi-office users can now share a central portal. There is automatic bi-directional email notification and enhanced reporting for activity, download, and delivery. The system has been rewritten using the feature capabilities of the MS .NET framework.

Portal users can also attach original files such as those in Word and Excel to PDF files in the Agent Inbox. The new Forms Menu has been designed to simplify printing of Scan Separator Pages and there is a simplified document split function and support for programs that create multiple PDFs in a single print job operation, for example, single PDFs for each Payroll, Tax Return or client invoice.

 

Among other enhancements, Doc.It Scan can automate direct scanning to Inbox, Archive, or WIP Binders using intelligent scan separator pages. The PDF Editor supports Extract Pages and Thumbnails to rearrange pages via drag and drop, while a new Comments palette has been added. With the Work In Progress Binder users can utilize enhanced mobility built into the Binder "Check Out" and "Check In" features. A Customizable Policy Manager simplifies file naming and Binder location.

Price: About one dollar per user per day.  Doc-it: (888) 693.6248, www.doc-it.com

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