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Interacting with the Workflow Panel

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...

Home Page Customization

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...

Administrator Dashboard Overview

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=””...

Saved Searches

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...

Branding your docMgt Site

docMgt allows you to customize its interface to have your desired look and feel by using the “Branding” feature. We want to give users every opportunity to enjoy their experience while in the docMgt interface. Whether that’s using your company’s colors or even your...