by Brad Vossler | Mar 12, 2019 | Feature
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...
by Brad Vossler | Feb 9, 2019 | Feature
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...
by Brad Vossler | Feb 5, 2019 | Feature, Workflow
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....
by Brad Vossler | Jan 31, 2019 | Feature, Workflow
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...
by Brad Vossler | Jan 2, 2019 | Feature
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...
by Brad Vossler | Nov 19, 2018 | Support, Viewing
Support for 64-bit Office The docMgt Integration Add-Ins for Office are built to install into the 32-bit version of Microsoft Office. However, you can still use these with 64-bit Office by using a simple Registry update trick as explained in this article. Be...
by Brad Vossler | Nov 14, 2018 | Feature
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...
by Brad Vossler | Nov 13, 2018 | Feature, Viewing
Record Preview How many times have you clicked into a web page only to find out it was not the one you thought? Or maybe you are doing research and are trying to find one document in the midst of several very similar documents and end up having to click into each one?...
by Skyler Epperson | Apr 25, 2018 | Feature, Viewing
New docMgt Viewer We are pleased to announce the release of our new docMgt viewer! This new viewer is found in the Documents panel of the Record screen. There are several enhancements to talk about today including the ability to color code the heading names and drag...
by Brad Vossler | Mar 5, 2018 | Feature
Here at docMgt we spend a lot of time talking to our users about ways to make our products better. One common request we get is to make it easier to find things. Not just once, but on a consistent basis. Another is to make it easier to compute due dates and...
