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The Support Line: Windows ‘Blocks’ Downloaded Files 4/5 (1) - Even though you are using a leading edge document management system like docMgt we all have the need for physical copies of documents from time to time. Well have no fear because printing a document in docMgt is easy to do. Follow the steps in this article to print that Document.
The Support Line: ClickOnce -   ClickOnce docMgt utilizes Microsoft’s ClickOnce installation architecture for a few features in the browser. These features include Scanning. Importing, Exporting among others. Each of these features do something different but they all share one thing – ClickOnce. Here is a Wiki article that explains ClickOnce. Essentially, ClickOnce provides a way to auto-install small programs […]
The Support Line: Add-Ins for 64-bit Office - Even though you are using a leading edge document management system like docMgt we all have the need for physical copies of documents from time to time. Well have no fear because printing a document in docMgt is easy to do. Follow the steps in this article to print that Document.
Saving Office Documents to docMgt - docMgt allows all types of content to be stored into and retrieved from its repository. We have tools that allow users to import and scan documents right from the browser. Users can also drag and drop documents directly into the browser to file them away. If you are saving office documents into docMgt you have […]
Server Installation Requirements - System Requirements for docMgt Server docMgt can be used as a cloud service or as a premise-based, installed service. If you are utilizing the cloud then you do not necessarily need to know the system requirements information contained in this article. However, if you are interesting in installing your own copy of docMgt to run […]
Updated Licensing System - Updated Licensing System     How Can We Make Licensing Easier? We have talked a lot with our partners and customers about licensing. We specifically talked about how they feel with the licensing of docMgt and its components. As a result we are making a substantial change to our licensing. Previously each copy of any […]
SQL Server Maintenance - SQL Server Maintenance Keeping SQL Server running in top condition requires some work. There is no silver bullet to make sure things are always perfect. Instead, SQL Server Administrators are tasked to make sure SQL Server is working up to expectations. Let’s face it, SQL Server Maintenance is an important part of keeping everyone happy!   […]
The Support Line: Printing a Document - Even though you are using a leading edge document management system like docMgt we all have the need for physical copies of documents from time to time. Well have no fear because printing a document in docMgt is easy to do. Follow the steps in this article to print that Document.
The Support Line: Alter Search Results - Alter Search Results Would you like to have and even more precise view into your most recent search? docMgt wants to give our users that power. Follow the simple ‘alter search results’ steps below to drill down into your results. Search for Records After completing your search you will be taken to the results of […]
The Support Line: Delete Unwanted Index Fields - Delete Unwanted Index Values Looking to remove one or more index fields from a Record? No problem, docMgt makes is simple to delete unwanted index fields from one Record and even multiple Records at once. Follow the steps below to easily remove these unwanted index fields.   Search for Records Search for the Records you desire to remove […]
The Support Line: Edit Incorrect Index Values - Edit Incorrect Index Values Unintentionally upload an incorrect index value to multiple Records? No problem, docMgt makes it easy to edit incorrect index values. Follow the steps below to easily edit wrong index values for multiple records.   Search for Records Search for the Records you need to change. From the search results, select the […]
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 recipient’s email address. Edit Portal Email Recipient In order to re-send the desired Portal to […]
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 “edit” rights. By following these 3 easy-to-follow steps, your document […]
Release Notes – Version 3.28 - Version 3.28 Release Date: 2019-06-22 Possible Breaking Change Client components for version 3.28 are now compiled against .NET 4.7.2. This means all users who use the client applications (In-Line Importer, In-Line Exporter, In-Line Scanning, NetLabels and Office Integration) must have at least .NET 4.7.2 or higher to run the components.   New and Updated Features […]
Release Notes – Version 3.27 - Version 3.27 Release Date: 2019-05-04 Possible Breaking Change Version 3.27 is now compiled against .NET 4.7.2. This means all servers must have at least .NET 4.7.2 or higher to run the system. All client computers that perform scanning, importing, NetLabels or Office Integrations are not affected at this time but at some point in the […]
Release Notes – Version 3.26 - Version 3.26 Release Date: 2019-03-30 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Client Utilities Updated all client utilities to use TLS version 1.2 for enhanced security E-Forms Added ‘transparent’ option to color pickers Added “Fixed Column Height” option to Flex Column fields […]
Release Notes – Version 3.25 - Version 3.25 Release Date: 2019-02-16 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Scanning Client Made the Name field a drop down based on the Record Type Merge Document Added ability to specify Category for merge documents in the Word Add-In E-Forms Added […]
Release Notes – Version 3.24 - Version 3.24 Release Date: 2019-01-19 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Record Record linking enhanced to be able to link to multiple records based on multi-value fields Added ability for Administrators to cancel asset requests COLD Added Category to the template […]
Release Notes – Version 3.23 - Version 3.23 Release Date: 2018-12-15 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Record Types Added Record Security to secure Records by field name/value pairs Made Cascading Option lists easier to maintain and re-order in Record Type setup screen Added ability to link Record Types […]
Release Notes – Version 3.22 - Version 3.22 Release Date: 2018-11-03 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Record Screen Added ability to dock panels as full width or half width Added option for tall or short panels Added support for embedding Add-Ins as panels Swapped Scan/Upload icons […]
Release Notes – Version 3.21 - Version 3.21 Release Date: 2018-09-14 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release OCR Change OCR engine to store the full text data more efficiently. We have effectively cut the storage requirements in half with this version! Added options to process OCR only […]
Release Notes – Version 3.20 - Version 3.20 Release Date: 2018-07-21 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Record Types Added option to line item field to not force totals to balance parent field on completion Added email notification option to Retention events Added option to set text […]
Release Notes – Version 3.19 - Version 3.19 Release Date: 2018-06-08 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Office Integration Added full Record Type searching Added Category and Name selector in Document save panel Back End Structure Changed image rendering to be 8 bits per pixel instead of […]
Release Notes – Version 3.18 - Version 3.18 Release Date: 2018-04-28 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Variable Replacement Added the following variable replacement tags DOW (day of week – returns a number 0 through 6) DOM (day of the month) DOY (day of the year) Added […]
Release Notes – Version 3.17 - Version 3.17 Release Date: 2018-03-24 New and Updated Features Workflow Allow Search / Update action to update more than one found record Add Search / Create action that finds records and for each one creates a new record Added ability to have workflow action buttons launch URLs in the local browser Added Visibility feature to […]
Release Notes – Version 3.15 - Version 3.15 Release Date: 2017-12-16 New and Updated Features E-Forms Added better printing support for E-Forms in the BETA viewer Changed form to redirect user to workflow step if form save creates a workflow item for current user Added SERVERURL to URL replacement values Add-Ins When no Workflow selection is made then that means Any […]
Release Notes – Version 3.14 - Version 3.14 Release Date: 2017-11-12 Breaking Change Applies To: Auto-Split Indexing – workflow only! Changes were made to the Indexing Automation’s Auto-Split process. Previously the auto-split logic would automatically occur when the work item was moved into the work trigger that used the Document Split screen. With release 3.14 that has changed so that the […]
Release Notes – Version 3.13 - Version 3.13 Release Date: 2017-09-30 New and Updated Features Record Data entry panel scrolls to newly added fields when Add Data Element button used Added user option to hide empty categories Added Category entry to scanning application Viewer Changed thumbnail logic to generate all thumbnails initially and render page panel afterward Changed the way Excel […]
Release Notes – Version 3.12 - 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 Label value without spaces by default Prompt when editing or deleting RecordType field Indexing […]
Release Notes – Version 3.11 - Version 3.11 Release Date: 2017-07-01 New and Updated Features Record Types Added option to hide record type from entry list Changed New Record type logic to ask for name first and set filter values accordingly Workflow Added variable replacement logic to the Dynamic User Assignment and Dynamic Team Assignment fields Added Record Search and Update […]
Release Notes – Version 3.10 - Version 3.10 Release Date: 2017-06-10 New and Updated Features Search Added Export All and Export Checked options to run full export of selected Records REST Added line item fields to Record Type Added User Records Get/Save calls Updated REST documentation to include description of each call in API interface Added GetDocumentData call to get document […]
Release Notes – Version 3.09 - Version 3.09 Release Date: 2017-05-06 New and Updated Features Record Updated Record screen to be able to organize documents with multiple categories easier Changed Record to not ZIP single document downloads Changed Record to allow option to ZIP documents when emailing Added Email button to document view tool bar Change Sharing menu icon to Print […]
Release Notes – Version 3.08 - Version 3.08 Release Date: 2017-04-15 New and Updated Features Portals Changed portal screen design Changed document viewing to happen in place instead of in separate screen Changed Email and Instructions to use the WYSIWYG editor Indexing Automation Made line item indexing screen larger for easier entry Hiding thumbnails when there is only one page Redesign […]
Press Release – Topaz® and docMgt Integration - docMgt Announces Topaz Systems, Inc. Integration docMgt is proud to announce its integration with Topaz® signature pad product line!   LINCOLN, NE, NOV 27, 2018 – docMgt, a premier document management provider, has just released its integration with Topaz Systems, Inc. digital signature pads. This integration allows users to use Topaz® signature pads for Electronic […]
Press Release – Epson Scanner Certification 2018 - docMgt Announces Epson Scanner Certifications for 2018 docMgt and Epson are partnering to ensure Epson business scanners provide superior performance and significant value to docMgt users.   Lincoln, NE (PRRELEASE) Feb 6, 2018 – docMgt announced today that the new line of Epson business scanners have been certified to work within the docMgt ecosystem. With docMgt, organizations create, store, manage, and […]
docMgt Certified Scanners - docMgt is proud to work hand-in-hand with various scanner manufacturers to be sure docMgt works with their scanners. The following table is a list of the docMgt Certified Scanners. All have been personally tested by docMgt to ensure proper operation in our products. Click on the photo to go to the manufacturer web site for […]
Press Release – Plustek Scanner Certification - docMgt Announces Pustek eScan Certification Plustek is partnering with docMgt to provide a full process automation solution using their eScan network scanner   Lincoln, NE (PRRELEASE) Jan 3, 2018 – docMgt announces compatibility with the Plustek eScan Standalone Network ADF scanner. Plustek’s eScan network scanner is a perfect fit with the docMgt Indexing Automation workflow. The […]
Press Release – PSIcapture Integration Available - docMgt Announces PSIcapture Integration docMgt is now available as a PSIcapture migration for direct upload from PSIcapture to docMgt   Lincoln, NE (PRRELEASE) September 30, 2017 – docMgt is pleased to announce the availability of the new PSIcapture migration. This new migration will enable PSIcapture users to configure a direct output to docMgt. The PSIcapture […]
Press Release – Epson Scanner Certification - docMgt Announces Epson Scanner Certification docMgt and Epson are partnering to ensure Epson business scanners provide superior performance and significant value to docMgt users.   Lincoln, NE (PRRELEASE) Jun 2, 2017 – docMgt announced today that several Epson business scanners have been certified to work within the docMgt ecosystem. With docMgt, organizations create, store, manage, and share documents in a secure, […]
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 been certified to work within the docMgt ecosystem. With docMgt, organizations create, store, manage, and share documents in a […]

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