by Brad Vossler | Jul 28, 2022 | Accounts Payable, Feature, Human Resources, NGO, Viewing, Workflow
Managers Several workflow processes require having an employee’s information approved by their manager or supervisor. Processes such as travel, expenses, bill payments, time off, etc. all require some kind of approval. The trick is figuring out WHO is...
by Brad Vossler | Jul 18, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
Resizable Viewer In version 4.05 we have added he ability to resize the viewer screen. The animated image below quickly demonstrates this capability. When you move the sizer to your preferred size, it will remember that setting each time you open a document....
by Brad Vossler | Jun 27, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Support
Starting with version 4.04, DocMgt provides support for MFA (Multi-Factor Authentication) using authentication apps such as Microsoft Authenticator or Google Authenticator. What is MFA? MFA stands for Multi-Factor Authentication. MFA helps enhance...
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 | 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...
