by Brad Vossler | Nov 7, 2025 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Signature
Signatures as Annotations Applying a signature as an annotation on a Document can be a great way to represent approvals for documentation. This can be accomplished using a combination of the built-in signature interface and the Apply Annotations workflow...
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...
