by Brad Vossler | Jul 28, 2017 | Release Notes
Version 3.12 Release Date: 2017-08-05 New and Updated Features Licensing Changed licensing model of system so that the server controls component licensing Record Types Changed the word Header to Field Label to avoid confusion Auto-fill field name with the Field...
by Brad Vossler | Jul 24, 2017 | Feature, Workflow
docMgt has a sophisticated workflow system complete with follow-up actions that are used for actions such as escalations, reminders and more. This article explains how to use follow-up actions to get the most out of your workflow experience. What Are Follow-Up...
by Brad Vossler | Jul 21, 2017 | Feature, Integration
Direct URLs docMgt supports many direct URLs that can be used to do searches. These can be used from outside systems to perform quick and easy integration. This can also be used to link to direct records from spreadsheets, word processing documents, browser bookmarks...
by Brad Vossler | Jul 19, 2017 | Integration
Importer Service Tips and Tricks Importer Service is a great tool for bringing data and documents into docMgt automatically. It is a very powerful and can do a lot. However, some situations require features that need better explanation in order to wield that power...
by Brad Vossler | Jul 18, 2017 | Feature
docMgt has a very easy notification system. Administrators can use notifications to alert users of upcoming events, welcome new users to the system, warn of system downtime and more. User Notifications When a user views their Home page, the system will display the...