Release Notes – Version 3.36 5/5 (1)

Version 3.36 Release Date: 2020-11-07 Possible Breaking Change This version changes the way Collaboration Portals work. If you are using Collaboration Portals you will need to take some extra steps after the release to ensure your portals continue to work properly....

Release Notes – Version 3.35 5/5 (1)

Version 3.35   Release Date: 2020-08-29   Highlights This is a brief summary of the most noteworthy new features Record and Document Locking – We have added the ability to lock and unlock Records and Documents via workflow. This allows you to lock a...

Document Merge Templates 5/5 (1)

  Document Merge Templates Word and PDF documents are great tools for creating nicely-formatted documents. There are times when you want to present information from docMgt in one of those nicely-formatted documents. Sometimes manually and other times as part of a...

Release Notes – Version 3.34 5/5 (1)

Version 3.34   Release Date: 2020-06-27   Highlights This is a brief summary of the most noteworthy new features DocuSign Support – We have added integration with DocuSign. This integration will allow users to send documents for signature and have them...

QuickBooks Online Integration 5/5 (1)

  QuickBooks Online Integration Available We are please to announce our new QuickBooks Online Integration. QuickBooks Online by Intuit is the accounting solution for over 4 million businesses (zdnet). docMgt is a leading web-based document management provider....

Release Notes – Version 3.33 5/5 (1)

Release Date: 2020-04-25   Possible Breaking Change We removed the “DAYSUNTIL_X” and “DAYSSINCE_X” built in self-computed fields. If you still need those computed fields you can make them now using our standard computed fields technology....

Retention Can Help 5/5 (2)

  Retention Can Help Retention has always been a large part of docMgt. If you need to keep your storage under control, archive off expired content, or purge information for compliance purposes docMgt Retention can help!   Updated Features Manage your records...

Release Notes – Version 3.32 5/5 (1)

Release Date: 2020-02-08   Possible Breaking Change The Retention system is being overhauled with this release. We have removed the OFFLINE action type and replaced it with a BACKUP QUEUE action type. In the old OFFLINE action type the system would copy the...

Repair Orders Made Easy 5/5 (1)

  Repair Orders are some of the most important papers in your dealership and losing them is NEVER an option. Never lose a Repair Order again with docMgt!   Repair Orders Made Easy docMgt and Repair Orders are a quick and easy combination. Simply scan your...

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