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 | Nov 5, 2022 | Feature, Signature, Workflow
Signing Documents in Workflow Many workflows require a sign off of some kind to show that the user has agreed to or approved some action or statement. In some cases, the sign off can be as simple as them clicking an APPROVE button. In other cases, the situation...
