By: webadmin | February 06, 2017

ConnectWise Bi-Directional Updates

DocToolkit now supports Bi-Directional Updates with ConnectWise.

Update data in DocToolkit and it is updated straight away in ConnectWise.

Update data in ConnectWise and see it in DocToolkit immediately.

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By: webadmin | November 20, 2015

What an exciting last few weeks.  The Documentation Toolkit was at IT Nation 2015.  We were kept busy the entire time with great interest shown.

Over the next few weeks we will be announcing the release of many of the features we showed off.  Such as:

  • Using DocToolkit Documents to extend ConnectWise configurations
  • bi-directional integration with ConnectWise allowing you to quickly and easily update configuration data
  • Create and manage Standard Operating Procedures (super easy)
  • A new tree structure to make managing Documents and Configurations and SOPs easier
  • New Onboarding option for configuration
  • Logging access to fields
  • Read and Write level field permissions
  • Tag which fields you want to use, removing the clutter of unnecessary fields in configurations

. . . and so much more to come!

And as always, we can host it for you or you can run DocToolkit on your own equipment.

Category: Uncategorized 


By: webadmin | May 01, 2015

This April I had the pleasure to be a Sponsor at the Robin Robins Boot Camp.  I have attended this as a member of her Producers Club for many years and have actually been a finalist in her Better Your Best Competition,  winning the Rolex watch and becoming her first ever International Spokesperson.

The trip started as travel often does, with delayed flights (due to bad weather in Sydney) and missed connections (due to the delayed flight).  But fortunately these possibilities are allow for and I arrived in time.

Whilst there I had the privilege to be interviewed by industry veteran, Karl Palachuk.  If you know Karl, you will know that he too is passionate about documentation.  When he posts the full interview I will but the link up here. Below is the write up that Karl put in his regular email:

Add to Your QuarterlyBusiness Review:

Sub-Contractor's Statement

One of the great conversations I had this week at Robin Robins' Boot camp was with Stephen Swavley from Documentation Toolkit - I recorded a podcast with him, but here's a real gem from our conversation.


Stephen has developed a hosted electronic documentation tool. One of the pieces he recommends is something I haven't seen before: A "Sub-Contractors Statement" you can give to your clients.

You are the sub-contractor here. In the U.S. we would probably just call you the contractor. Anyway, the statement simply laysout some basics, like

- You verify that you and your employees have workers compensation, so the client doesn't have to worry about job related injuries

At Robin Robins Boot Camp

- You and your techs have certifications required by the client or their clients

- Your shop is HIPAA compliant and you maintain that compliance

- If the client has need of an insurance liability waiver, you can include that

You should also be providing a copy of your HIPAA business associate agreement, if relevant. And you might want to include PCI compliance certification.

One of my long-term goals for this profession is to become more professional every year. When I hire a contract, the first thing I do is to check the State Contractor's License Board to verify that they are legal in my state and that their insurance is up to date and up to spec. We should do the same thing with our clients!

Stephen recommends including this documentation in the binder you print out every quarter to give to the client. Even if you can't cajole them into a quarterly road map meeting, you can certainly differentiate yourself from the competition with this one!

Stay tuned to SMBCommunity Podcast for the full interview.


Category: Uncategorized 


By: webadmin | April 04, 2015

We are excited to announce the "Done For You Documentation Toolkit".


The "Done For You Documentation Toolkit" is a hosted solution.  Preconfigured to allow you to be up and running in the minimum amount of time.  You can manage documentation for 10 clients and have 3 separate user logins.

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By: webadmin | December 01, 2014

We are excited to announce that we have completed the CSV File integration.

The CSV file format is widely used by many applications to export data.  The Documentation Toolkit can now take this data and use it to create powerful documentation.

Contact us for more information on how this new feature can help drive your Documentation further.

Category: Uncategorized 


By: webadmin | October 29, 2014

We are excited to announce that we have completed the AutoTask implementation.

Drive your client documentation using AutoTask!

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By: webadmin | August 11, 2014

We will have a booth at the upcoming Tigerpaw Conference next week, August 18 - 21, 2014 at the Hyatt Regency McCormick Place in Chicago, IL

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By: webadmin | August 05, 2014

On Thursday July 31st 2014, the Documentation Toolkit was launched at the Technology Marketing Toolkit 3rd Quarter Producers Club Meeting.

The launch was a great success with almost continuous demonstrations being run the entire event.  Our thanks go out to our Beta Testers and to all those who were excited to finally see the Documentation Toolkit launched.


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