Release Notes – Version 3.41

Version 3.41 Release Date: 2021-07-03   New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Workflow Barcode reading engine has been updated Added option to select which barcode types to read...

Configuration Checklist

Configuring a new docMgt instance from scratch can seem like a daunting task. There are a lot of variables to consider such as how to organize the information, how to apply security, whether or not to allow public access to certain data and more. While it can seem...

Upload Documents Using SFTP

Upload Documents Using SFTP Most people don’t know you can upload documents into docMgt using SFTP. SFTP stands for Secure File Transfer Protocol. Here is a site that explains SFTP . In short, SFTP is a secure and efficient way of copying data through the...

Testing REST APIs with Postman

Testing REST APIs with Postman docMgt has a full suite of REST APIs that can be used to integrate systems and automate processes. You can access the API reference on any docMgt site using the server’s URL followed by “swagger”. For instance, if your...

Multi-Factor Authentication

Multi-Factor Authentication Version 3.39 introduces a very important addition to the docMgt security portfolio – Multi-Factor Authentication or MFA. MFA allows you to further verify a user’s identity by sending a code to an account or device to which you...

New Workflow Actions

New Workflow Actions Starting with version 3.39, we are introducing a new set of action events available in the workflow system. We are adding Working Actions and Reassign Actions. Before we talk about those we should give you a little bit of background on how...

Release Notes – Version 3.39

Version 3.39 Release Date: 2021-05-22   Highlights This is a brief summary of the more noteworthy new features  Invoice Processing using Machine Learning – We have added a new Machine Learning-based Invoice Processing system. Simply send non-indexed...

Printing E-forms Beautifully

Printing E-forms In this article we will tell you about a new docMgt feature that will allow users to print E-forms beautifully from the browser. In previous versions when you printed an E-form you would get a usable (but not beautiful) rendering of the HTML page. For...

Using docMgt with Adobe Sign

Using docMgt with Adobe Sign docMgt is built to manage, secure and process documents of all types. Our contract management capabilities allow users to file contracts, manage the approval process, be alerted when it is time to review the contract for renewal, and more....

Troubleshooting QuickBooks

Troubleshooting QuickBooks When using QuickBooks Desktop with docMgt, there are times an invoice just won’t save properly. That is when troubleshooting QuickBooks is required. If you get any of the following errors follow the related instructions to fix the...

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