by Brad Vossler | Apr 4, 2023 | Administration, Collaboration, E-form, Education, Healthcare, Human Resources, NGO, Security
Searching in Secure E-forms Secure E-form portals are a great way to provide services and information for your outside users. Once you have your secure portal ready to allow logins, there are a lot of options as to what to do with them. In this article...
by Brad Vossler | Apr 3, 2023 | Administration, Collaboration, E-form, Education, Healthcare, Human Resources, NGO, Security
Secure Portals Using E-forms DocMgt Version 4.11 is a big release for DocMgt. This release added the ability to secure E-forms by more than just a simple password. You can now secure E-forms by having users log in and be authenticated against a Record....
by Brad Vossler | Apr 2, 2023 | Administration, E-form, Education, Feature, Healthcare, Human Resources, NGO, Searching, Viewing
Public Portal Using E-forms DocMgt Version 4.11 has added several enhancements to the E-form system. Two of the new fields we have added can help you build an E-form that works as a public searching system. This article will take you step by step to create your...
by Brad Vossler | Feb 5, 2023 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Signature
Add-In Signatures Add-Ins are like having “workflow without workflow.” You can run workflow actions without having to route records or documents. You simply configure a button to show up when you need it. When the user clicks it, actions are...
by Brad Vossler | Feb 5, 2023 | Add-Ins, Automotive, E-form, Education, Feature, Healthcare, Human Resources, NGO, Signature, Workflow
Prompting for Signatures If your process demands a user’s signature, DocMgt has many ways to help. E-forms can be configured to prompt for signatures. Add-In buttons can be set up to prompt for signatures. Workflow buttons can also ask for signatures...
by Brad Vossler | Jan 16, 2023 | Automotive, Collaboration, E-form, Education, Healthcare, Human Resources, NGO
Sharing Document Links DocMgt has several features for sharing information. Including the Public Document Sharing feature which allows users to create unique links for outside users to download documents. In the latest release, we made sharing document links...
