by Brad Vossler | Feb 21, 2022 | Accounts Payable, Human Resources, Searching, Support
The Support Line: Using Gmail with Importer The POP3 Add-In for Importer is the perfect tool for bringing in documents from an Email box. It allows you to import messages with or without the body and with attachments. When you add in all of Importer’s...
by Brad Vossler | Feb 15, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Workflow
Auto-Numbering with Variables Starting with version 3.45, we are introducing a new concept called AUTONUM. This is built to allow you to design a true auto-numbering system for your data sets. In previous versions of docMgt we relied on the [AUTOID] variable...
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...
