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...
by Brad Vossler | Nov 7, 2016 | Feature, Workflow
The workflow panel is located in the top toolbar. Hover your mouse over the workflow option to see the workflow panel pop down and show your available workflow items. Click on one of the items to be taken to that item to perform your work. This is a pretty straight...
by Skyler Epperson | Nov 2, 2016 | Feature
Home Page Customization The Home page is your base for all your current work activity. Having a Home page that works for you is very important in ensuring your efficiency. Home Page Customization allows you, as a user, to customize the layout of the Home page to fit...
by Brad Vossler | Oct 31, 2016 | Feature
If you are an administrator in the docMgt system you have a nice tool available to you called the Dashboard. This post provides an administrator dashboard overview for your reference. Click the [icon name=”tachometer” class=””...
by Brad Vossler | Oct 24, 2016 | Feature, Searching
Saved Searches One of the most powerful efficiency-enhancing features in the system is Saved Searches. In this article we will show how to save your searches then re-run them, share them, edit them, delete them and embed them on your Home page. Saved Searches are...
