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....
by Brad Vossler | Jun 27, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Support
Starting with version 4.04, DocMgt provides support for MFA (Multi-Factor Authentication) using authentication apps such as Microsoft Authenticator or Google Authenticator. What is MFA? MFA stands for Multi-Factor Authentication. MFA helps enhance...
by Brad Vossler | May 13, 2022 | Feature
Admin Search In version 4.03 we are adding an exciting new feature – Admin Search! Admin Search allows administrators to search all administrative areas for key words or variables. It is common practice to use variables and field names in workflows,...
