Document Merge Templates No ratings yet.

  Document Merge Templates Word and PDF documents are great tools for creating nicely-formatted documents. There are times when you want to present information from docMgt in one of those nicely-formatted documents. Sometimes manually and other times as part of a...

Release Notes – Version 3.34 5/5 (1)

Version 3.34   Release Date: 2020-06-27   Highlights This is a brief summary of the most noteworthy new features DocuSign Support – We have added integration with DocuSign. This integration will allow users to send documents for signature and have them...

Improving HR Departments No ratings yet.

Improving HR Departments Employees are the life blood your organization. Success depends upon your ability to hire and retain the best possible talent.  But success also depends on protecting yourself from litigation and compliance issues. The best way to meet these...

AP Automation in Healthcare No ratings yet.

  AP Automation in Healthcare Healthcare has always been a rapidly evolving industry. But now it is facing new challenges such as a worldwide pandemic while still dealing with the everyday needs of their normal caseloads. All that while trying to remain fiscally...

QuickBooks Online Integration 5/5 (1)

  QuickBooks Online Integration Available We are please to announce our new QuickBooks Online Integration. QuickBooks Online by Intuit is the accounting solution for over 4 million businesses (zdnet). docMgt is a leading web-based document management provider....

E-forms Deliver Consistency and Efficiency 5/5 (1)

  e-Forms deliver consistency and efficiency How do you standardize the way you collect information from both internal and external users? The answer is electronic forms (E-forms). docMgt e-Forms deliver consistency and efficiency to help your organization. Many...

AP Processing with docMgt No ratings yet.

  What is Accounts Payable? Accounts Payable (AP) departments are tasked with processing and paying bills among  other things. They are driven by internal rules that must be applied over and over again. Many bills also require approvals before they can be paid....

Release Notes – Version 3.33 5/5 (1)

Release Date: 2020-04-25   Possible Breaking Change We removed the “DAYSUNTIL_X” and “DAYSSINCE_X” built in self-computed fields. If you still need those computed fields you can make them now using our standard computed fields technology....

Retention Can Help 5/5 (2)

  Retention Can Help Retention has always been a large part of docMgt. If you need to keep your storage under control, archive off expired content, or purge information for compliance purposes docMgt Retention can help!   Updated Features Manage your records...

Release Notes – Version 3.32 5/5 (1)

Release Date: 2020-02-08   Possible Breaking Change The Retention system is being overhauled with this release. We have removed the OFFLINE action type and replaced it with a BACKUP QUEUE action type. In the old OFFLINE action type the system would copy the...

Repair Orders Made Easy 5/5 (1)

  Repair Orders are some of the most important papers in your dealership and losing them is NEVER an option. Never lose a Repair Order again with docMgt!   Repair Orders Made Easy docMgt and Repair Orders are a quick and easy combination. Simply scan your...

Release Notes – Version 3.31 0/5 (1)

Release Date: 2019-12-21   Highlights This is a brief summary of the most noteworthy new features Streaming Media – We have added support for streaming Audio and Video files. The system supports MP4, WEBM for video and MP3, WAV and OGG for audio. OCR- Cloud...

Release Notes – Version 3.30 5/5 (2)

Release Notes Version 3.30 Release Date: 2019-10-12   Possible Breaking Change Follow-Up Action logic has been changed. Starting with 3.31, if a Workflow Complete, Workflow Reject or Workflow Cancel action happens then the remaining follow up actions are not...

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