by Brad Vossler | Sep 16, 2022 | Release Notes
Version 4.06 Release Date: 2022-09-24 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Admin Changed work trigger list to delete all triggers within a process when deleting a process....
by Brad Vossler | Sep 14, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
Forms Are Not Always ‘Simple’ E-forms are a powerful way to collect data. For simple forms, all you need to do is add fields, put in images and labels, and you are ready to bring in all the data you want. But what if you need to do more than...
by Brad Vossler | Sep 9, 2022 | Integration, Support
Configuring QuickBooks Online Integration Configuring QuickBooks Online integration is fairly straight forward if you use the Config Manager config as your starting point. In this article we will walk you through setting up the DocMgt integration to QuickBooks...
by Brad Vossler | Aug 11, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
New Workflow Loop Actions DocMgt Version 4.05 introduces some new workflow loop action types to Enterprise edition. These new action types will greatly simplify any workflow that requires performing actions on documents, line items, or tables. For each...
by Brad Vossler | Aug 10, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
Customizing your Home Page Home Page The Home page is the main screen of the system and the screen that most users go to when they log in. This is also the most customizable screen in DocMgt so we will show you how you can customize your home page. On...
