by Brad Vossler | Jan 17, 2025 | Accounts Payable, Add-Ins, Feature, Human Resources, Workflow
Record Type Link Fields Record Type Link fields are fields that allow you to select from a lookup table that is stored in another Record Type. For instance, you may be working with invoices and want to give the users a Vendor selection in your entry screens. If you...
by Brad Vossler | Jan 15, 2025 | Accounts Payable, Add-Ins, Feature, Human Resources, Workflow
Line Item Updates There are times when you need to work with line items to get your data processed properly. Invoices and Purchase Orders are 2 examples where line items are often used. In those applications, it is common to need to verify their line item data is...
by Brad Vossler | Nov 12, 2024 | E-form, Feature
Customized Workflow Error Handling Workflow actions can cause errors from time to time. From the occasional email error to Internet outages to documents that don’t exist, issues can and will arise. Most of the time you want the system to stop the process and log...
by Brad Vossler | Nov 11, 2024 | E-form, Feature
Default E-form Field Values E-forms have a built-in mechanism to auto-populate fields with data from the current Record. Knowing how the system will default E-form field values will help you design more efficient forms for your users. How Auto-Fill Works...
by Brad Vossler | Oct 18, 2024 | Press Release
DocMgt Announces AMBIR Scanner Certification DocMgt and AMBIR are working together to provide streamline DocMgt’s document capture with AMBIR’s digital capture solutions Lincoln, NE (PRRELEASE) Oct 18, 2024 – DocMgt announced today that AMBIR...
by Brad Vossler | Oct 16, 2024 | Administration, Installation, Security
How To Configure Google for SSO This article will walk you through how to configure Google for SSO – or Single Sign On – automatic login. Prerequisites In order to use this information in this article, you need to be an administrator for your Google...
by Brad Vossler | Sep 3, 2024 | Administration, E-form
Speeding Up E-form Loading – Part 2 In our previous article “Speeding Up E-form Loading – Part 1”, we discussed speeding up E-form loads by replacing DMGETOPTIONS with Server Data calls. This is a great way to speed up loading dynamic...
by Brad Vossler | Jun 11, 2024 | Administration, E-form
Speeding Up E-form Loading – Part 1 When it comes to speeding up E-form loading, it usually comes down to minimizing the use of DMGET and DMGETOPTIONS and restricting what you do inside the ‘Before E-form Load’ event. This article will focus...
by Brad Vossler | Apr 10, 2024 | Administration, E-form
Working with Iframe fields Background: An Inline Frame is commonly called an Iframe. Iframes are ways to embed a complete web page inside another web page. You would typically place an <iframe> tag, size it, then configure it to load the other page...
by Brad Vossler | Apr 2, 2024 | Administration, E-form
Setting E-form Field Values Dynamically E-forms are great for collecting data from internal and external users. You can use them to present easy-to-use fillable forms that make entry simple and elegant. Even so, there are times when you may want to...
by Brad Vossler | Nov 11, 2023 | Administration, Installation, Security
Workflow Filters Your workflow list can get very long. Being able to find the items you need to work can be tricky. DocMgt’s Workflow Filters allow you to find the right work items as quickly as possible. What Are Workflow Filters Your...
by Brad Vossler | Oct 24, 2023 | Development, Integration
QuickBooks Online Search Bookmark This article explains how to make a QuickBooks Online Search Bookmark on your browser toolbar. The basic scenario for this article is that you are viewing a Bill in QBO and want to see the invoice image and all the workflow that went...
by Brad Vossler | Oct 16, 2023 | Administration, Installation, Security
Named Records in Workflow Our new “Named Records in Workflow” feature allows you access and update Records in workflow by simply referencing the Records by name. Streamline and simplify your workflows by leveraging an easy-to-follow naming system. This...
by Brad Vossler | Aug 9, 2023 | Administration, Installation, Security
How To Configure Azure Active Directory for SSO This article will walk you through how to configure Azure Active Directory for SSO – or Single Sign On – automatic login. Prerequisites In order to use this information in this article, you need to be...
by Brad Vossler | Aug 7, 2023 | Administration, Workflow
How To Configure Auto-Classify This article will walk you through how to configure Auto-Classify. The Auto-Classify feature allows you to split documents and move the pages into their respective categories and subcategories. This is done by using the OCR data...
