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Customize Work Trigger Emails

docMgt has a default email that is sent to users who are assigned items via workflow triggers. For most cases this default email is sufficient but there are times when a custom email or format is desired. In this article we will show how to set up and use your own...

Accounts Payable with docMgt

Accounts Payable An Accounts Payable department is responsible for processing payment documents and making payments for goods and services acquired by the organization. AP departments are driven by rules that must be applied over and over again during the transaction...

Easy Development with docMgt REST Helper

docMgt supports a fairly extensive REST interface that allows for interaction with docMgt servers using standard REST calls. This is great but if you are using .NET for your development we have a slightly easier method for you – the docMgt REST Helper [icon...

Interacting with the Workflow Panel

The workflow panel is located in the top toolbar. Hover your mouse over the workflow option to see the workflow panel pop down and show your available workflow items. Click on one of the items to be taken to that item to perform your work. This is a pretty straight...

Home Page Customization

Home Page Customization The Home page is your base for all your current work activity. Having a Home page that works for you is very important in ensuring your efficiency. Home Page Customization allows you, as a user, to customize the layout of the Home page to fit...