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Doc.It Suite Version 2.7

12 Dec, 2007

Doc.It Suite Version 2.7

Doc.It, a provider of a complete digital document and workflow management solution developed by accountants for accountants, announces the release of Doc.It Suite Version 2.7. Boasting added levels of functionality and greater flexibility Doc.It has enhanced their binder, viewer, annotation agent, E-mail management tool, and workflow manager tools. A new two-way web portal feature has also been added.

Doc.It Suite clients can now take advantage of the following Version 2.7 features:

NEW - Doc.It Suite 2.7 Web Portal
o Features a powerful Firm-side Web Portal Manager.
o Allows for bi-directional operation.
o Maintains a folder-based view for clients using the system.
o Folder Templates for easy setup.
o Maintains a Retention Policy at folder level.

Doc.It Suite 2.7 Workflow Manager
o Allow for Scheduled and Unscheduled mode of operation.
o Re designed interface for users and Administrators.

Doc.It Suite 2.7 Binder
o  Allow for Drag and Drop support for Outlook Emails.
o  Allow for Drag and Drop support for documents.
o   Allow for mobile checkout of Binders.
o  Allow for Peer-to-Peer support for field operation.
o  Added the ability to delete Current document and roll back to prior Revision.
o  Publications will be archived directly to the client's folder with a pre-assigned policy.
o   Added support for document links like QuickBooks, CaseWare etc.
o   Added Document Revision History to Document menu.
o   Enhanced Binder level security.

Doc.It Suite 2.7 Viewer
o Allows Copy and Paste of annotations into another document.
o Increased options for advanced searches such as: Document content, document name, folder, annotation, notes, subject, and key words.
o More options for annotations within text boxes.
o Enhanced the Tickmark Dialog.

Doc.It Suite 2.7 Email Converter
o Capture the email address to the Client table so that this client's emails can be automatically archived for subsequent emails.

Doc.It - 888.693.6248 - www.doc-it.net

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