How To
In order to access FileIt, you will receive an invitation from your FileIT administrator containing a URL link, which you must click to access and you ...
Tue, 11 May, 2021 at 3:17 PM
In order to access FileIt, you will receive an invitation from your FileIT administrator containing a URL link, which you must click to access and you ...
Tue, 11 May, 2021 at 3:20 PM
Your FileIt dashboard can be accessed by clicking your home button within the main search bar The Dashboard will display any products and settings you ...
Wed, 23 Jun, 2021 at 3:15 PM
The main search bar can be used for a number of functions including searching for a specific area of the system i.e. FileIt, Profile etc Enter the ...
Thu, 27 May, 2021 at 9:12 AM
In order to compile a search either enter the REG, Customers Surname, Reference ID or VIN into the search bar and/or select a visit date range by selec...
Thu, 24 Jun, 2021 at 10:08 AM
Once you have found the file that you wish to view, you can click anywhere within the tile to view the file This will open the file in a new tab...
Tue, 11 May, 2021 at 3:28 PM
Once in a folder you can upload any pre determined files to the folder. Select your document type from the drop down list (optional) Select ...
Tue, 11 May, 2021 at 3:31 PM
The ability to edit files is permission based. Please contact your FileIt administrator Once you have found a file that you wish to edit, you...
Thu, 27 May, 2021 at 8:38 AM
The ability to amend the status of a visit folder is permission based. Please contact your FileIt administrator In order to manually amend the sta...
Tue, 11 May, 2021 at 3:35 PM
Within a visit folder, you will be able to see a number of 'tabs'. The visit folder will always default to the Documents tab, but there are ...
Mon, 28 Jun, 2021 at 2:52 PM