by Brad Vossler | Nov 22, 2023 | Release Notes
Version 4.19 Release Date: 2023-12-30 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release SMS Added options for managing SMS at the site level with your own Twilio account Added ability...
by Brad Vossler | Nov 11, 2023 | Administration, Installation, Security
Workflow Filters Your workflow list can get very long. Being able to find the items you need to work can be tricky. DocMgt’s Workflow Filters allow you to find the right work items as quickly as possible. What Are Workflow Filters Your...
by Brad Vossler | Oct 26, 2023 | Release Notes
Version 4.18 Release Date: 2023-11-18 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Workflow Added concept of ‘Named Records’ where you can add records to a named list...
by Brad Vossler | Oct 24, 2023 | Development, Integration
QuickBooks Online Search Bookmark This article explains how to make a QuickBooks Online Search Bookmark on your browser toolbar. The basic scenario for this article is that you are viewing a Bill in QBO and want to see the invoice image and all the workflow that went...
by Brad Vossler | Oct 16, 2023 | Administration, Installation, Security
Named Records in Workflow Our new “Named Records in Workflow” feature allows you access and update Records in workflow by simply referencing the Records by name. Streamline and simplify your workflows by leveraging an easy-to-follow naming system. This...
