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 | 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...
by Brad Vossler | May 12, 2020 | Feature, Searching, Support, Workflow
Practical Example of Action Sets and Add-Ins In this article and accompanying video I want to present you with a practical example of Action Sets and Add-Ins and how they can help you in your every day docMgt life. We all make mistakes but docMgt makes it easy...
by Skyler Epperson | May 2, 2017 | Searching, Support
Alter Search Results Would you like to have and even more precise view into your most recent search? docMgt wants to give our users that power. Follow the simple ‘alter search results’ steps below to drill down into your results. Search for Records After...
by Skyler Epperson | Apr 4, 2017 | Searching, Support
Edit Incorrect Index Values Unintentionally upload an incorrect index value to multiple Records? No problem, docMgt makes it easy to edit incorrect index values. Follow the steps below to easily edit wrong index values for multiple records. Search for Records...
by Brad Vossler | Oct 24, 2016 | Feature, Searching
One of the most powerful efficiency-enhancing features in the system is called Saved Searches. It is also one of the least well known or understood. In this post we will show how to save your searches then re-run them, share them, edit them and delete them. Saved...
