by Brad Vossler | Feb 11, 2017 | Release Notes
Version 3.05 New and Updated Features Workflow Added Thumbs Up and Thumbs Down as available button icons Added “Missing Documents” variable to allow recording the missing document names into Notes or Fields Renamed Indexing Automation screen selection...
by Brad Vossler | Feb 2, 2017 | E-form, Feature
Portals vs. Public E-Forms There are two basic ways to interact with external users – Portals and Public E-Forms. Both have their benefits and uses but both have different requirements and outcomes. So the question is “When do I use Portals vs. Public...
by Brad Vossler | Jan 24, 2017 | Installation
How to Install and Configure docMgt OCR Engine docMgt has an optional OCR Engine that can run Optical Character Recognition on the document stored inside docMgt. This process creates the indexed text that enables full-text searching and click indexing within the...
by Brad Vossler | Jan 14, 2017 | Release Notes
Version 3.04 New and Updated Features Record Types Changed Required Documents section to Defined Documents with a required flag Added ability to secure documents using the Defined Documents panel Entry Added support for multi-value fields that allow you to add fields...
by Brad Vossler | Jan 2, 2017 | Feature, Workflow
Workflow Part 2 – Intermediate In part 1 of this series, we focused on the basics of workflow and how to get started creating simple workflows. In Workflow Part 2, we will focus on the somewhat more advanced options of workflow to give you more tools by which to...
