by Brad Vossler | Apr 2, 2023 | Administration, E-form, Education, Feature, Healthcare, Human Resources, NGO, Searching, Viewing
Public Portal Using E-forms DocMgt Version 4.11 has added several enhancements to the E-form system. Two of the new fields we have added can help you build an E-form that works as a public searching system. This article will take you step by step to create your...
by Brad Vossler | Feb 5, 2023 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Signature
Add-In Signatures Add-Ins are like having “workflow without workflow.” You can run workflow actions without having to route records or documents. You simply configure a button to show up when you need it. When the user clicks it, actions are...
by Brad Vossler | Feb 5, 2023 | Add-Ins, Automotive, E-form, Education, Feature, Healthcare, Human Resources, NGO, Signature, Workflow
Prompting for Signatures If your process demands a user’s signature, DocMgt has many ways to help. E-forms can be configured to prompt for signatures. Add-In buttons can be set up to prompt for signatures. Workflow buttons can also ask for signatures...
by Brad Vossler | Nov 5, 2022 | Feature, Signature, Workflow
Signing Documents in Workflow Many workflows require a sign off of some kind to show that the user has agreed to or approved some action or statement. In some cases, the sign off can be as simple as them clicking an APPROVE button. In other cases, the situation...
by Brad Vossler | Oct 22, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
New Viewer Enhancements DocMgt Version 4.07 brings some exciting new features to the viewer. This article discusses those viewer enhancements. Open First Document on Load The viewer will normally open the first document in the Record when it loads. While that...
by Brad Vossler | Oct 19, 2022 | Accounts Payable, Automotive, E-form, Education, Healthcare, Human Resources, NGO, Support, Viewing
E-forms with Tabbed Pages E-forms have gotten a lot of updates recently in DocMgt. One of the more exciting updates is also one of the simplest to implement. If you have multi-page forms you can easily turn them into E-forms with tabbed pages to make the form easier...
