Saving Searches 5/5 (1)

  Saving Searches Want to make your life easier? Consider savings searches for later use. When you save your search you are saving the criteria by which you search. You can then run that search any time with the click of the button. This is very handy –...

Customizing Your Home Page 5/5 (1)

Customizing Your Home Page Each person has their own area of focus when they use docMgt. Some users come in to research and find information. Some come in to work on items that have been assigned to them. Others come in to update the same records over and over again....

Retention Explained 5/5 (1)

  Updated 1/30/2020 What Is Retention? Retention is a feature of docMgt that allows administrators to control how long certain types of information are kept online in the system. At a certain point in time some information is no longer needed. In other cases it...

Repair Orders 5/5 (1)

  Repair Orders Warranty audits require a large number of supporting documents and way too often result in lost revenue and charge backs. Does your staff spend way too much time looking for repair orders or other supporting documents to satisfy your warranty...

Workflow Filtered Assignments 5/5 (2)

Workflow Filtered Assignments Assigning a workflow item to a user is typically very simple. Just select the user from the list and now every time that trigger is activated the item is assigned to that user. Or maybe you want to have a team of users work on the item....

Workflow Expectations 5/5 (2)

Workflow Expectations All sorts of processes require monitoring. When data is in the system it is fairly easy to monitor. For instance, we can monitor individual work triggers to ensure that items are not sitting at one step too long. We can monitor the number of...

Configuring QuickBooks Integration 5/5 (1)

docMgt comes out of the box with built-in QuickBooks Integration to synchronize bills, vendors and account information. Refer to this previous article for more information about what the integration can do. In this article we will describe how to configure QuickBooks...

Process Automation No ratings yet.

Process Automation is a fully integrated solution that uses goIDit and the docMgt Work Trigger engine to add full automation to any multi-step process where assets move from step to step. Overview goIDit is a technology that utilizes wireless sensors to track the...

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