The Support Line: Change Portal Email

Change Portal Email Accidentally send a Portal to the wrong email address? Never fear, you can change portal email information simply and quickly to ensure the portal is sent to the correct person. Follow the steps below to successfully alter the Portal...

The Support Line: Edit Document Name

Edit Document Name Notice that a Record’s document or documents have an incorrect name? Simply want to edit the name of a document? You’ve come to the right place! If you have “edit” rights, imitate the following steps to edit any...

The Support Line: Restore Deleted Documents

  Restore Deleted Documents Did a needed document accidentally get deleted from a Record? No worries, we have you covered! Any user, whether they are an administrator or not, can restore a document that they deleted from a Record. The user simply needs to have...

The Support Line: Restore Deleted Records

Restore Deleted Records Did you or a colleague accidentally delete a needed Record? No fear, this article will review how any administrator can restore deleted records using the Recycle Bin feature. Restoring Records is a simple 3-step process. However, as noted...

Join Our Mailing List

Join our mailing list to receive the latest news and updates from the docMgt team

You have Successfully Subscribed!

Pin It on Pinterest