by Brad Vossler | Dec 13, 2022 | Automotive, E-form, Education, Healthcare, Human Resources, NGO
Saving Progress in Public E-forms We have all been there. We get half-way through filling out a form and realize we don’t have time to finish. Normally we have to make a choice. Do we (A) close the form and start over later or (B) stay and finish the form...
by Brad Vossler | Nov 23, 2022 | Release Notes
Version 4.08 Release Date: 2023-01-07 Possible Breaking Change The Record Merge logic has been changed in this release. This merge logic is used when merging Records from the Search screen or from within a Record screen. There are 2 logic changes in this...
by Brad Vossler | Nov 5, 2022 | Feature, Signature, Workflow
Signing Documents in Workflow Many workflows require a sign off of some kind to show that the user has agreed to or approved some action or statement. In some cases, the sign off can be as simple as them clicking an APPROVE button. In other cases, the situation...
by Brad Vossler | Oct 23, 2022 | Workflow
Deferred Actions Workflow in DocMgt is made up of a series of conditions and actions. Some actions can be deferred, meaning they will execute at a later time. From a technical perspective, the action will typically run within seconds of being deferred....
by Brad Vossler | Oct 22, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
New Viewer Enhancements DocMgt Version 4.07 brings some exciting new features to the viewer. This article discusses those viewer enhancements. Open First Document on Load The viewer will normally open the first document in the Record when it loads. While that...
