by Skyler Epperson | Nov 25, 2016 | Collaboration, Feature
Collaboration Portals Pt. 3 is the third piece of a series of Collaboration Portal articles. Please read Collaboration Portals Pt. 1 to see how to share documents via a portal in a more simple manner. Please read Collaboration Portals Pt. 2 for a more advanced article...
by Skyler Epperson | Nov 18, 2016 | Collaboration, Feature
Collaboration Portals Pt. 2 is the second of a series of Collaboration Portal articles. Please read Collaboration Portals Pt. 1 to see how to share documents via a portal in a more simple manner. This article delves deeper into creating a portal by hand using the...
by Skyler Epperson | Nov 16, 2016 | Collaboration, Feature
DEPRACATED: This feature has been deprecated and replaced with Public Document Sharing. Public Document Sharing docMgt has a Collaboration Portal feature which allows you to set up interactions with external users. You can allow them to view...
by Brad Vossler | Nov 14, 2016 | Feature
docMgt provides QuickBooks integration out of the box! docMgt comes out of the box with built-in QuickBooks Integration to synchronize bills, vendors and account information. This integration is performed by using the QuickBook Web Connector (QBWC) application that is...
by Skyler Epperson | Nov 11, 2016 | Feature
The Record screen is your main view into the work at hand. Whether it is an invoice, employee file or student record, having a Record screen that is familiar to you and customized to you is very important. This increases proficiency and provides the best experience...
by Skyler Epperson | Nov 10, 2016 | Feature
docMgt has a default email that is sent to users who are assigned items via workflow triggers. For most cases this default email is sufficient but there are times when a custom email or format is desired. In this article we will show how to set up and use your own...
