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...
by Brad Vossler | Sep 14, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
Forms Are Not Always ‘Simple’ E-forms are a powerful way to collect data. For simple forms, all you need to do is add fields, put in images and labels, and you are ready to bring in all the data you want. But what if you need to do more than...
by Brad Vossler | Aug 11, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
New Workflow Loop Actions DocMgt Version 4.05 introduces some new workflow loop action types to Enterprise edition. These new action types will greatly simplify any workflow that requires performing actions on documents, line items, or tables. For each...
by Brad Vossler | Aug 10, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
Customizing your Home Page Home Page The Home page is the main screen of the system and the screen that most users go to when they log in. This is also the most customizable screen in DocMgt so we will show you how you can customize your home page. On...
by Brad Vossler | Jul 28, 2022 | Accounts Payable, Feature, Human Resources, NGO, Viewing, Workflow
Managers Several workflow processes require having an employee’s information approved by their manager or supervisor. Processes such as travel, expenses, bill payments, time off, etc. all require some kind of approval. The trick is figuring out WHO is...
by Brad Vossler | Jul 18, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
Resizable Viewer In version 4.05 we have added he ability to resize the viewer screen. The animated image below quickly demonstrates this capability. When you move the sizer to your preferred size, it will remember that setting each time you open a document....