The Support Line: Change Portal Email

Change Portal Email Accidentally send a Portal to the wrong email address? Never fear, you can change portal email information simply and quickly to ensure the portal is sent to the correct person. Follow the steps below to successfully alter the Portal...

The Support Line: Edit Document Name

Edit Document Name Notice that a Record’s document or documents have an incorrect name? Simply want to edit the name of a document? You’ve come to the right place! If you have “edit” rights, imitate the following steps to edit any...

Release Notes – Version 3.07

Version 3.07 New and Updated Features Workflow Updated workflow Manager screen to allow for easier filtering of data Updated workflow notification emails to send field data as represented by Record Type definition Added ability to add attachments to email actions...

The Support Line: Restore Deleted Documents

  Restore Deleted Documents Did a needed document accidentally get deleted from a Record? No worries, we have you covered! Any user, whether they are an administrator or not, can restore a document that they deleted from a Record. The user simply needs to have...

The Support Line: Restore Deleted Records

Restore Deleted Records Did you or a colleague accidentally delete a needed Record? No fear, this article will review how any administrator can restore deleted records using the Recycle Bin feature. Restoring Records is a simple 3-step process. However, as noted...

Press Release – Canon Scanner Certification

docMgt Announces Canon Scanner Certification docMgt and Canon are working closely together to ensure their products work together seamlessly for all users.   Lincoln, NE (PRRELEASE) Mar 3, 2017 – docMgt announced today that several Canon desktop scanners have...