Release Notes – Version 3.12 5/5 (1)

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...

Workflow – Follow-Up Actions 4.5/5 (2)

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...

Direct URLs 5/5 (1)

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...

Importer Service Tips and Tricks! 5/5 (1)

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...

Workflow Part 3 – Action Types 5/5 (1)

Workflow Part 3 – Action Types In part 1 of this series we focused on the basics of workflow and how to get started creating simple workflows. In part 2 of this series we focused on Follow-Up Actions, Assign/Complete Actions, Multi-Condition Triggers and...

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