The feature uses Automatic Form Recognition (AFR), which correctly identifies, names, and places all scanned documents into the correct folder. The Scan and Organize feature is used to make all scanned documents fully searchable using OCR technology. Users will also frequently use the Binder Explorer, which provides a list of all clients, the binder name, and other information including stage, assigned user, type, start date, and manager name. Doc.It Suite users can also attach emails to a specific binder by simply dragging and dropping them directly from Microsoft Outlook.ĭoc.It Suite also includes excellent search capability, with a saved search option available to locate previously accessed documents. Documents not actively in use can be routed to the archive, where they can be later accessed if necessary. Once a user has completed work on a file, the publishing tool will create a PDF of all related documents, where they are then combined into a completely indexed, bookmarked PDF. ![]() Users can easily access multiple binders, with Doc.It Suite supporting multiple monitors as well. Any document currently being used in stored in a binder, which retains documents in their native format while also automatically organizing all documents in the binder in the newly defined file structure. The Doc.It Suite inbox is used to store documents until they are ready to be routed to the correct location, and is used for both printed and scanned documents. Below the main menu is the option to launch Doc.It Suite applications including Doc.It Scan, Doc.It Email Converter, and Doc.It PDF Editor. To the left is the main menu, which provides access to the archive and binder explorer, file search options, and a personal and group inbox. New features in Doc.It Suite include new integration with DocuSign, an automated preview of both PDF and standard documents, and advanced bookmarking options.ĭoc.It’s main menu is easily navigated and completely customizable for each user, offering access to all assigned binders as well as current projects. For firms concerned about folder structure, the Policy Manager feature provides consistency for both file naming and location, with document retention and document purging guidelines established and applied to each created file. Once a structure has been created, it will be used across the firm. Loaded with features, Doc.It Suite include complete product customization wherein firms and Doc.It Suite personnel work together to create a file structure that works for everyone. Future plans include a Hybrid Cloud option, which combines on-premise and cloud accessibility. ![]() Doc.It Suite offers various deployment options, including an on-premise option, a hosted cloud, and a hosted virtual desktop application, with an optional mobile app included in the application as well.
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