by Brad Vossler | Oct 24, 2023 | Development, Integration
QuickBooks Online Search Bookmark This article explains how to make a QuickBooks Online Search Bookmark on your browser toolbar. The basic scenario for this article is that you are viewing a Bill in QBO and want to see the invoice image and all the workflow that went...
by Brad Vossler | Sep 9, 2022 | Integration, Support
Configuring QuickBooks Online Integration Configuring QuickBooks Online integration is fairly straight forward if you use the Config Manager config as your starting point. In this article we will walk you through setting up the DocMgt integration to QuickBooks...
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 23, 2021 | Development, Integration
Testing REST APIs with Postman docMgt has a full suite of REST APIs that can be used to integrate systems and automate processes. You can access the API reference on any docMgt site using the server’s URL followed by “swagger”. For instance, if your...
by Brad Vossler | May 21, 2020 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, Integration, NGO
QuickBooks Online Integration Available We are please to announce our new QuickBooks Online Integration. QuickBooks Online by Intuit is the accounting solution for over 4 million businesses (zdnet). docMgt is a leading web-based document management provider....
by Brad Vossler | Nov 12, 2018 | Feature, Integration, Workflow
Workflow Approvals via Email Let’s face it. No matter how simple we make a system for workflow approvals, there are some users who just don’t want to log into any system to do it. Maybe it is because they only do this job once a month and keep forgetting...
