by Brad Vossler | Mar 4, 2021 | Feature
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...
by Brad Vossler | Feb 27, 2021 | Feature
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....
by Brad Vossler | Feb 26, 2021 | Support
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...
by Brad Vossler | Feb 9, 2021 | Feature
Starting with docMgt version 3.36 you can take advantage of the new Public Access Portal system. Public Access is available in the docMgt Standard and Enterprise offering. WHAT IS A PUBLIC ACCESS PORTAL? A public access portal is a search system built...
by Brad Vossler | Feb 3, 2021 | Release Notes
Version 3.38 Release Date: 2021-03-13 Highlights This is a brief summary of the more noteworthy new features Simplified Document Editing with Integration Tools – We have updated our Integration Tools (previously Integration Add-Ins) to work even better...
by Brad Vossler | Jan 27, 2021 | Feature
Reassigning Workflow Items Workflow allows you to perform some amazing actions with little or no user intervention. But there are still times when you need to have a user make decisions. These decisions are usually handled with workflow buttons. You can add buttons...
by Brad Vossler | Jan 22, 2021 | Feature, Searching
Your Last Searches Have you ever done a few lookups and then needed to go back and run the one you did a few times ago? You can always use the Save Searches function to save them for later. But what if you forgot or if you just need it one more time and don’t...
by Brad Vossler | Jan 19, 2021 | Feature
Do I Need Enterprise Edition? We often get asked the question “Do I Need Enterprise Edition?” The answer is – maybe. It depends on how you plan to use docMgt. In most cases you won’t need Enterprise Edition. For simple store and retrieve needs...
by Brad Vossler | Jan 11, 2021 | Feature
Using docMgt with DocuSign 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....
by Brad Vossler | Jan 11, 2021 | Feature
Cloud Data Security If you are using any cloud service provider you need to be sure your data is secure! At docMgt, cloud data security is our top priority. From the physical storage of your data to the application itself and everywhere in between, you have...
