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

Implementation Timeline

On average, Doc.It requires a 6-8 week timeline to implement the technology and complete the Administrator and user training. Doc.It partners receive unparalleled professional services and support. We de-risk the implementation of Doc.It Suite® by providing your team with project planning, configuration support, outstanding training, and after-sales support. Doc.It offers additional professional services which could be required at a later date for further implementation or best practices assistance. When a public accounting firm chooses Doc.It as their paperless efficiency partner, they can plan for an implementation timeline of 6-8 weeks, segmented into the following four blocks:

Arrow Number 1

  • Theoretical framework established for maximum paperless efficiency.
  • Creation of Doc.It Archive folder structure.
  • Configuration of librarianship rules.

Arrow Number 2

  • Installation of Doc.It Suite® software.
  • Doc.It Suite® Administrator training.
  • Prepare, import customer data and Doc-It Archive structures into the Doc.It Suite® system.
  • Setting of the Doc.It Archive security controls and defining access parameters.

Arrow Number 3

  • Define the Work in Progress/Process (WIP) efficiency configuration.
  • Review WIP features to optimize workflow efficiency.
  • Ensure maximized paperless efficiency with the configuration of existing technology.

Arrow Number 4

  • One-day instructor led end-user training. The instructor-led training is done on your Doc.It Suite® system working with your data and system configuration. This methodology ensures a fluid transition from instructor-led training to live work processing.

 

Arrow Number 4

  • One-day instructor led end-user training. The instructor-led training is done on your Doc.It Suite® system working with your data and system configuration. This methodology ensures a fluid transition from instructor-led training to live work processing.