Upload Documents Using SFTP

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...

Testing REST APIs with Postman

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...

QuickBooks Online Integration

  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....

Workflow Approvals via Email

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...

Importer and Exporter Add-Ins

Importer and Exporter Add-Ins Importer and Exporter are applications that allow you to automatically transfer data and documents into and out of docMgt. With each release we strive to make these tools more powerful and flexible without making them too complicated. Of...

docMgt Exporter – What and Why?

  What Is docMgt Exporter? docMgt Exporter is a locally-installed Windows .NET application that takes information from docMgt so it can be used elsewhere. If you need to send data or documents from docMgt to another system this might be your best option.  ...

Saving Office Documents to docMgt

docMgt allows all types of content to be stored into and retrieved from its repository. We have tools that allow users to import and scan documents right from the browser. Users can also drag and drop documents directly into the browser to file them away. If you are...

Direct URLs

Direct URLs docMgt supports many direct URLs that can be used to do searches. These can be used from outside systems to perform quick and easy integration. This can also be used to link to direct records from spreadsheets, word processing documents, browser bookmarks...

Importer Service Tips and Tricks!

Importer Service Tips and Tricks Importer Service is a great tool for bringing data and documents into docMgt automatically. It is a very powerful and can do a lot. However, some situations require features that need better explanation in order to wield that power...

Image Enable an Application

docMgt is a powerful document management system that provides robust indexing and viewing of information. However, to realize the full power of docMgt, the data and documents need to be shared as parts of other processes. In this post we will discuss one way to image...

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