Doc.It Suite

Doc.It provides the all-inclusive Doc.It Suite® of DM technology including a non-proprietary Doc.It PDF Archive. With Doc.It Suite® firms accelerate their paperless productivity and never lose control of their documents.


Doc.It Product Specification Brochure List

Areas that Doc.It can help your business

Doc.It .NET Client Portal

Doc.It Product Specifications - .NET Client Portal PDF

The newest approach to sharing sensitive information is to post customer files on a website where customers can access information 24/7. The distinct advantage of the web portal over email is that the file transfer is over a secure connection and very large files can be transferred. Features of the Doc.It .NET Client Portal include:

Runs on the firm’s own hardware. No hosting required. Data is kept “in-house.” Maintains a folder-based view for customers within their web browser.
Powerful firm-side Web portal manager. Integrates directly into Doc.It Suite®. Folder templates included for easy customer portal setup.
Bi-directional operation. Both the customer and the firm can exchange documents. Automatic email notifications are sent when either the customer or the firm uploads a file.
Automatic retention management of files.