by Brad Vossler | Jul 24, 2017 | Feature, Workflow
docMgt has a sophisticated workflow system complete with follow-up actions that are used for actions such as escalations, reminders and more. This article explains how to use follow-up actions to get the most out of your workflow experience. What Are Follow-Up...
by Brad Vossler | Jun 12, 2017 | Feature, Workflow
Workflow Part 4 – Trigger Methods Work triggers control how Records and Documents move through the system. There are different work trigger methods to allow us to configure the workflow. That is what we will be discussing here. Before we move on it is is...
by Brad Vossler | May 18, 2017 | Feature, Workflow
Workflow Part 3 – Action Types In part 1 of this series we focused on the basics of workflow and how to get started creating simple workflows. In part 2 of this series we focused on Follow-Up Actions, Assign/Complete Actions, Multi-Condition Triggers and...
by Brad Vossler | Feb 15, 2017 | Feature, Workflow
Building a Contact Us Workflow – Step by Step In our previous post, Step-By-Step: Contact Us Form, we discussed the creation of a Contact Us Form and how to publish that for use on your Web site. In this article we will extend that lesson and discuss how to...
by Brad Vossler | Jan 2, 2017 | Feature, Workflow
Workflow Part 2 – Intermediate In part 1 of this series we focused on the basics of workflow and how to get started creating simple workflows. In Workflow Part 2 we will focus on the somewhat more advanced options of workflow to give you more tools by which to...
by Skyler Epperson | Dec 28, 2016 | Feature, Workflow
docMgt provides users with several tools that drastically improve efficiency. This is part two of a three part blog series, Workflow Manager is the second tool that will be covered. These three tools include: Dashboard, Workflow Manager, and Configuration Manager...
by Brad Vossler | Dec 19, 2016 | Feature, Workflow
Workflow Part 1 – Introduction Workflow Part 1 focuses on the basics of workflow within the docMgt system. Once you have read this article you should understand how workflow works in docMgt. You should also be able to create your own simple workflow. In future...
by Rex Lamb | Nov 23, 2016 | Solution, Workflow
How can you eliminate inconsistencies and inefficiencies in the way work gets processed? How can ensure that policies and best practices get consistently applied? How can you measure the quantity & quality of work output so that you can identify areas in need of...
by Brad Vossler | Nov 7, 2016 | Feature, Workflow
The workflow panel is located in the top toolbar. Hover your mouse over the workflow option to see the workflow panel pop down and show your available workflow items. Click on one of the items to be taken to that item to perform your work. This is a pretty straight...
