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Retention Hold

Retention Hold Update for Version 3.16 As of version 3.16 we are adding more capabilities to the Retention Hold feature for docMgt. In previous versions retention holds were only available via automation actions. We have now added a Retention Holds panel to the Record...

Advanced Record Type Security

  Advanced Record Type Security Why do we need to talk about record type security? Securing content by using Record Types is a simple function in docMgt. Set up a Record Type and give users and teams “No Access”, “Read Only Access” or...

Troubleshooting Importer Service

Importer can be a crucial tool for keeping information moving through an organization. If it stops working or stops working properly it can cause the flow of information to stop. This can be a huge hit to any company’s productivity. This article will give you...

Server Installation Requirements

System Requirements for docMgt Server docMgt can be used as a cloud service or as a premise-based, installed service. If you are utilizing the cloud then you do not necessarily need to know the system requirements information contained in this article. However, if you...

PDF Merging

PDF Merging docMgt includes the capability to merge data into existing PDF forms – referred to as PDF Merging. Any data in the Record can be merged into a PDF form document real time or via workflow. As of docMgt 3.15 you can also merge images and annotations...

ZIP File Support

Zip File Support Added to 3.15 We are very please to announce that as of version 3.15 docMgt now supports the viewing of ZIP file contents directly within our viewer. When opening a ZIP file you will now notice that the files inside the ZIP are shown in a list form in...