New docMgt Viewer

New docMgt Viewer We are pleased to announce the release of our new docMgt viewer! This new viewer is found in the Documents panel of the Record screen. There are several enhancements to talk about today including the ability to color code the heading names and drag...

Saving Office Documents to docMgt

docMgt allows all types of content to be stored into and retrieved from its repository. We have tools that allow users to import and scan documents right from the browser. Users can also drag and drop documents directly into the browser to file them away. If you are...

The Support Line: Printing a Document

Printing a Document Even though you are using a leading edge document management system like docMgt we all have the need for physical copies of documents from time to time. Well have no fear because printing a document in docMgt is easy to do. Follow the steps in this...

The Support Line: Alter Search Results

Alter Search Results Would you like to have and even more precise view into your most recent search? docMgt wants to give our users that power. Follow the simple ‘alter search results’ steps below to drill down into your results. Search for Records After...

The Support Line: Delete Unwanted Index Fields

Delete Unwanted Index Values Looking to remove one or more index fields from a Record? No problem, docMgt makes is simple to delete unwanted index fields from one Record and even multiple Records at once. Follow the steps below to easily remove these unwanted index...

The Support Line: Change Portal Email

Change Portal Email Accidentally send a Portal to the wrong email address? Never fear, you can change portal email information simply and quickly to ensure the portal is sent to the correct person. Follow the steps below to successfully alter the Portal...

The Support Line: Edit Document Name

Edit Document Name Notice that a Record’s document or documents have an incorrect name? Simply want to edit the name of a document? You’ve come to the right place! If you have “edit” rights, imitate the following steps to edit any...

The Support Line: Restore Deleted Documents

  Restore Deleted Documents Did a needed document accidentally get deleted from a Record? No worries, we have you covered! Any user, whether they are an administrator or not, can restore a document that they deleted from a Record. The user simply needs to have...

The Support Line: Restore Deleted Records

Restore Deleted Records Did you or a colleague accidentally delete a needed Record? No fear, this article will review how any administrator can restore deleted records using the Recycle Bin feature. Restoring Records is a simple 3-step process. However, as noted...

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