by Brad Vossler | Feb 23, 2023 | Release Notes
Version 4.10 Release Date: 2023-03-04 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Reports Reporting Panel – Current Work Items – Added in ability to Cancel, Trigger...
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 | Feb 1, 2023 | Release Notes
Version 4.09 Release Date: 2023-02-11 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Viewer Updated E-form print to use HTML mode when no print template specified Added ability to...
by Brad Vossler | Jan 16, 2023 | Automotive, Collaboration, E-form, Education, Healthcare, Human Resources, NGO
Sharing Document Links DocMgt has several features for sharing information. Including the Public Document Sharing feature which allows users to create unique links for outside users to download documents. In the latest release, we made sharing document links...
by Brad Vossler | Dec 15, 2022 | Automotive, E-form, Education, Healthcare, Human Resources, NGO
Offline E-forms Your users won’t always have Internet, but they still need to be able to do their jobs! With DocMgt’s Offline E-forms feature, you can fill out forms even when you are not online! Now remote workers can be on their way without...
by Brad Vossler | Dec 13, 2022 | Automotive, E-form, Education, Healthcare, Human Resources, NGO
Saving Progress in Public E-forms We have all been there. We get half-way through filling out a form and realize we don’t have time to finish. Normally we have to make a choice. Do we (A) close the form and start over later or (B) stay and finish the form...
by Brad Vossler | Nov 23, 2022 | Release Notes
Version 4.08 Release Date: 2023-01-07 Possible Breaking Change The Record Merge logic has been changed in this release. This merge logic is used when merging Records from the Search screen or from within a Record screen. There are 2 logic changes in this...
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...
by Brad Vossler | Oct 23, 2022 | Workflow
Deferred Actions Workflow in DocMgt is made up of a series of conditions and actions. Some actions can be deferred, meaning they will execute at a later time. From a technical perspective, the action will typically run within seconds of being deferred....
by Brad Vossler | Oct 22, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
New Viewer Enhancements DocMgt Version 4.07 brings some exciting new features to the viewer. This article discusses those viewer enhancements. Open First Document on Load The viewer will normally open the first document in the Record when it loads. While that...
by Brad Vossler | Oct 20, 2022 | Administration
Managing Configs If you have been administering DocMgt long enough, you probably know the benefits of using the Config Manager. It is a great tool for exporting and importing applications for backup or for copying to other systems. It works very well but if you wanted...
by Brad Vossler | Oct 19, 2022 | Release Notes
Version 4.07 Release Date: 2022-11-05 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Admin Config Manager – Added ability to have config manager load from personal online libraries Record...
by Brad Vossler | Oct 19, 2022 | Accounts Payable, Automotive, E-form, Education, Healthcare, Human Resources, NGO, Support, Viewing
E-forms with Tabbed Pages E-forms have gotten a lot of updates recently in DocMgt. One of the more exciting updates is also one of the simplest to implement. If you have multi-page forms you can easily turn them into E-forms with tabbed pages to make the form easier...
by Brad Vossler | Sep 21, 2022 | Support, Workflow
Duplicate Checking with Workflow When processing data such as invoices and POs, it is common to check for duplicates. Nobody wants to pay the same invoice more than once or issue 2 POs for the same items. In order to avoid that you need to know how to...
