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Workflow – Follow-Up Actions 4.5/5 (2)

docMgt has a sophisticated workflow system complete with follow-up actions that are used for actions such as escalations, reminders and more. This article explains how to use follow-up actions to get the most out of your workflow experience.   What Are Follow-Up...

Direct URLs 5/5 (1)

Direct URLs docMgt supports many direct URLs that can be used to do searches. These can be used from outside systems to perform quick and easy integration. This can also be used to link to direct records from spreadsheets, word processing documents, browser bookmarks...

Importer Service Tips and Tricks! 5/5 (1)

Importer Service Tips and Tricks Importer Service is a great tool for bringing data and documents into docMgt automatically. It is a very powerful and can do a lot. However, some situations require features that need better explanation in order to wield that power...

Workflow Part 3 – Action Types 5/5 (1)

Workflow Part 3 – Action Types In part 1 of this series we focused on the basics of workflow and how to get started creating simple workflows. In part 2 of this series we focused on Follow-Up Actions, Assign/Complete Actions, Multi-Condition Triggers and...

docMgt User Notifications 5/5 (4)

docMgt has a very easy notification system.  Administrators can use notifications to alert users of upcoming events, welcome new users to the system, warn of system downtime and more. User Notifications When a user views their Home page, the system will display the...

Workflow Part 4 – Work Trigger Methods 5/5 (2)

Workflow Part 4 – Trigger Methods Work triggers control how Records and Documents move through the system. There are different work trigger methods to allow us to configure the workflow. That is what we will be discussing here. Before we move on it is is...

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