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...
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...
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...
by Brad Vossler | Feb 26, 2021 | Accounts Payable, Support
Troubleshooting QuickBooks When using QuickBooks Desktop with docMgt, there are times an invoice just won’t save properly. That is when troubleshooting QuickBooks is required. If you get any of the following errors follow the related instructions to fix the...
