by Brad Vossler | Feb 2, 2017 | E-form, Feature
Portals vs. Public E-Forms There are two basic ways to interact with external users – Portals and Public E-Forms. Both have their benefits and uses but both have different requirements and outcomes. So the question is “When do I use Portals vs. Public...
by Skyler Epperson | Jan 30, 2017 | Feature
Adding Users and Teams When adding Users and Teams there are two routes to take. You can add Users and Teams manually or you can import them. Note that Teams can only be imported if they are imported as part of the User import. As a rule of thumb you should add a...
by Skyler Epperson | Jan 26, 2017 | E-form, Feature
Designing E-Forms Electronic Forms (E-Forms) allow users to interact with docMgt in ways other than standard screens. With E-Forms users can view and enter data, view documents and even interact with outside users by allowing public access to specific E-Forms...
by Brad Vossler | Jan 2, 2017 | Feature, Workflow
Workflow Part 2 – Intermediate In part 1 of this series, we focused on the basics of workflow and how to get started creating simple workflows. In Workflow Part 2, we will focus on the somewhat more advanced options of workflow to give you more tools by which to...
by Skyler Epperson | Dec 31, 2016 | Feature, Viewing
docMgt now offers support for Multi-Value Fields which allow you to add multiple Fields with the same name to a Record. This blog will review the appropriate steps in adding Fields with the same name within a Record. While creating a new Record Type select the Fields...
by Skyler Epperson | Dec 29, 2016 | Feature
docMgt believes in providing its users with several tools that will improve efficiency. This is the final part of a three part blog series, Configuration Manager. These three tools include: Dashboard, Workflow Manager, and Configuration Manager (click on the...
