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...
by Brad Vossler | Jan 27, 2021 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Workflow
Reassigning Workflow Items Workflow allows you to perform some amazing actions with little or no user intervention. But there are still times when you need to have a user make decisions. These decisions are usually handled with workflow buttons. You can add buttons...
by Thomas Kernes | Jan 26, 2021 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO
Required Documents The Required Documents feature is used to ensure that records contain the correct types of expected documents. The system can be configured to specify documents that are required to be part of a record. The use of Required Documents can be applied...
by Brad Vossler | Jan 22, 2021 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Searching
Your Last Searches Have you ever done a few lookups and then needed to go back and run the one you did a few times ago? You can always use the Save Searches function to save them for later. But what if you forgot or if you just need it one more time and don’t...
