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MFA using Authentication Apps

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...

Auto-Numbering with AUTONUM

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...

Upload Documents Using SFTP

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 [icon name=”external-link-alt” style=”solid”...

Multi-Factor Authentication

by Brad Vossler | Apr 22, 2021 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Security

Multi-Factor Authentication Version 3.39 introduces a very important addition to the docMgt security portfolio – Multi-Factor Authentication or MFA. MFA allows you to further verify a user’s identity by sending a code to an account or device to which you...

Printing E-forms Beautifully

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...

Using docMgt with Adobe Sign

by Brad Vossler | Feb 27, 2021 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO

Using docMgt with Adobe Sign docMgt is built to manage, secure and process documents of all types. Our contract management capabilities allow users to file contracts, manage the approval process, be alerted when it is time to review the contract for renewal, and more....

Public Access Portals

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...

Reassigning Workflow Items

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...

Required Documents

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...

Your Last Searches

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...
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