Multi-Value Fields

docMgt now offers support for Multi-Value Fields which allow you to add multiple Fields with the same name to a Record. This blog will review the appropriate steps in adding Fields with the same name within a Record. While creating a new Record Type select the Fields...

Efficiency Enhancement Tools Part 1 – Dashboard

docMgt provides users with several tools that drastically improve efficiency. In this 3-part series blog, Dashboard the first of the three most used efficiency enhancement tools will be covered. These three tools include: Dashboard, Workflow Manager, and Configuration...

docMgt Note Capabilities

In this article, docMgt note capabilities will be reviewed. After reading this article, you will see the effectiveness Notes have in improving efficiency all while keeping everything consistent. Notes in Records are very useful, therefore we encourage all users to...

Email Branding

Branding allows you to configure the look of the system to match your “brand” or company colors. It can also be used to represent holidays, seasons, moods, company events, etc. The colors, backgrounds and logos can be configured to give the system just the right...

The Art of the Deal!

Automate Deal Processing to Improve Cash Flow.   Virtual Auditor can help you ensure that the deals you close today will get funded by tomorrow! Is all of your documentation always complete? Are you certain? How does your company ensure that everyone in the...

Record Types – General

Record Types The concept of Record Types in document management systems is nothing new. In fact, the ability to classify and separate documents based on type or usage is what makes system more usable than just throwing everything together with no means of telling what...

Release Notes – Version 3.03

Version 3.03 New and Updated Features Record Screen Added Documents panel to the arrangeable panel list Added Password to the collaboration pop up for sharing Documents Added workflow panel that hovers over the page to give workflow options anywhere from the page...

Join Our Mailing List

Join our mailing list to receive the latest news and updates from the docMgt team

You have Successfully Subscribed!

Pin It on Pinterest