by Brad Vossler | Feb 9, 2021 | Feature
Starting with docMgt version 3.36 you can take advantage of the new Public Access Portal system. Public Access is available in the docMgt Standard and Enterprise offering. WHAT IS A PUBLIC ACCESS PORTAL? A public access portal is a search system built...
by Brad Vossler | Jan 27, 2021 | Feature
Reassigning Workflow Items Workflow allows you to perform some amazing actions with little or no user intervention. But there are still times when you need to have a user make decisions. These decisions are usually handled with workflow buttons. You can add buttons...
by Thomas Kernes | Jan 26, 2021 | Feature
Required Documents The Required Documents feature is used to ensure that records contain the correct types of expected documents. The system can be configured to specify documents that are required to be part of a record. The use of Required Documents can be applied...
by Brad Vossler | Jan 22, 2021 | Feature, Searching
Your Last Searches Have you ever done a few lookups and then needed to go back and run the one you did a few times ago? You can always use the Save Searches function to save them for later. But what if you forgot or if you just need it one more time and don’t...
by Brad Vossler | Jan 19, 2021 | Feature
Do I Need Enterprise Edition? We often get asked the question “Do I Need Enterprise Edition?” The answer is – maybe. It depends on how you plan to use docMgt. In most cases you won’t need Enterprise Edition. For simple store and retrieve needs...
by Brad Vossler | Jan 11, 2021 | Feature
Using docMgt with DocuSign docMgt is built to manage, secure and process documents of all types. Our contract management capabilities allow users to file contracts, manage the approval process, be alerted when it is time to review the contract for renewal, and more....
by Brad Vossler | Jan 11, 2021 | Feature
Cloud Data Security If you are using any cloud service provider you need to be sure your data is secure! At docMgt, cloud data security is our top priority. From the physical storage of your data to the application itself and everywhere in between, you have...
by Brad Vossler | Oct 26, 2020 | Feature
Public Document Sharing Public Document Links allow you to share documents with users outside of docMgt. The outside users do not need to log in or enter a password. You send them a link and the document you shared is downloaded via their web browser. Very simple and...
by Rex Lamb | Jul 20, 2020 | Feature
Better Security with Collaboration Portals Do you need to share sensitive information with people outside of your company? Do you need to request sensitive information from people outside of your company? Chances are you said YES to one or both of these questions....
by Brad Vossler | Jun 30, 2020 | Feature, Support
Document Merge Templates Word and PDF documents are great tools for creating nicely-formatted documents. There are times when you want to present information from docMgt in one of those nicely-formatted documents. Sometimes manually and other times as part of a...
