by Brad Vossler | Jun 23, 2021 | Feature, Installation
Configuring a new docMgt instance from scratch can seem like a daunting task. There are a lot of variables to consider such as how to organize the information, how to apply security, whether or not to allow public access to certain data and more. While it can seem...
by Brad Vossler | May 2, 2021 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, Integration, NGO
Upload Documents Using SFTP Most people don’t know you can upload documents into DocMgt using SFTP. SFTP stands for Secure File Transfer Protocol. Here is a site that explains SFTP. In short, SFTP is a secure and efficient way of copying data through the...
by Brad Vossler | Apr 22, 2021 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Security
Multi-Factor Authentication Version 3.39 introduces a very important addition to the docMgt security portfolio – Multi-Factor Authentication or MFA. MFA allows you to further verify a user’s identity by sending a code to an account or device to which you...
by Brad Vossler | Apr 18, 2021 | Feature, Workflow
New Workflow Actions Starting with version 3.39, we are introducing a new set of action events available in the workflow system. We are adding Working Actions and Reassign Actions. Before we talk about those we should give you a little bit of background on how...
by Brad Vossler | Mar 4, 2021 | Accounts Payable, Automotive, E-form, Education, Feature, Healthcare, Human Resources, NGO
Printing E-forms In this article we will tell you about a new docMgt feature that will allow users to print E-forms beautifully from the browser. In previous versions when you printed an E-form you would get a usable (but not beautiful) rendering of the HTML page. For...
by Brad Vossler | Feb 9, 2021 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO
Starting with docMgt version 3.36 you can take advantage of the new Public Access Portal system. Public Access is available in the docMgt Standard and Enterprise offering. WHAT IS A PUBLIC ACCESS PORTAL? A public access portal is a search system built...