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Workflow Filters

  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...

Named Records in Workflow

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...

How To Configure Auto-Classify

  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...