by Brad Vossler | Apr 10, 2024 | Administration, E-form
Working with Iframe fields Background: An Inline Frame is commonly called an Iframe. Iframes are ways to embed a complete web page inside another web page. You would typically place an <iframe> tag, size it, then configure it to load the other page...
by Brad Vossler | Apr 2, 2024 | Administration, E-form
Setting E-form Field Values Dynamically E-forms are great for collecting data from internal and external users. You can use them to present easy-to-use fillable forms that make entry simple and elegant. Even so, there are times when you may want to...
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 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...
by Brad Vossler | Aug 9, 2023 | Administration, Installation, Security
How To Configure Azure Active Directory This article will walk you through how to configure Azure Active Directory for automatic logins. Prerequisites In order to use this information in this article, you need to be an administrator for your Azure tenant and...
by Brad Vossler | Aug 7, 2023 | Administration, Workflow
How To Configure Auto-Classify This article will walk you through how to configure Auto-Classify. The Auto-Classify feature allows you to split documents and move the pages into their respective categories and subcategories. This is done by using the OCR data...
