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...
by Brad Vossler | Dec 15, 2022 | Automotive, E-form, Education, Healthcare, Human Resources, NGO
Offline E-forms Your users won’t always have Internet, but they still need to be able to do their jobs! With DocMgt’s Offline E-forms feature, you can fill out forms even when you are not online! Now remote workers can be on their way without...
by Brad Vossler | Dec 13, 2022 | Automotive, E-form, Education, Healthcare, Human Resources, NGO
Saving Progress in Public E-forms We have all been there. We get half-way through filling out a form and realize we don’t have time to finish. Normally we have to make a choice. Do we (A) close the form and start over later or (B) stay and finish the form...
by Brad Vossler | Oct 22, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
New Viewer Enhancements DocMgt Version 4.07 brings some exciting new features to the viewer. This article discusses those viewer enhancements. Open First Document on Load The viewer will normally open the first document in the Record when it loads. While that...
