Upload Documents Using SFTP

Upload Documents Using SFTP Most people don’t know you can upload documents into docMgt using SFTP. SFTP stands for Secure File Transfer Protocol. Here is a site that explains SFTP . In short, SFTP is a secure and efficient way of copying data through the...

Testing REST APIs with Postman

Testing REST APIs with Postman docMgt has a full suite of REST APIs that can be used to integrate systems and automate processes. You can access the API reference on any docMgt site using the server’s URL followed by “swagger”. For instance, if your...

Multi-Factor Authentication

Multi-Factor Authentication Version 3.39 introduces a very important addition to the docMgt security portfolio – Multi-Factor Authentication or MFA. MFA allows you to further verify a user’s identity by sending a code to an account or device to which you...

New Workflow Actions

New Workflow Actions Starting with version 3.39, we are introducing a new set of action events available in the workflow system. We are adding Working Actions and Reassign Actions. Before we talk about those we should give you a little bit of background on how...

Release Notes – Version 3.39

Version 3.39 Release Date: 2021-05-22   Highlights This is a brief summary of the more noteworthy new features  Invoice Processing using Machine Learning – We have added a new Machine Learning-based Invoice Processing system. Simply send non-indexed...

Printing E-forms Beautifully

Printing E-forms In this article we will tell you about a new docMgt feature that will allow users to print E-forms beautifully from the browser. In previous versions when you printed an E-form you would get a usable (but not beautiful) rendering of the HTML page. For...

Using docMgt with Adobe Sign

Using docMgt with Adobe Sign docMgt is built to manage, secure and process documents of all types. Our contract management capabilities allow users to file contracts, manage the approval process, be alerted when it is time to review the contract for renewal, and more....

Troubleshooting QuickBooks

Troubleshooting QuickBooks When using QuickBooks Desktop with docMgt, there are times an invoice just won’t save properly. That is when troubleshooting QuickBooks is required. If you get any of the following errors follow the related instructions to fix the...

Public Access Portals

Starting with docMgt version 3.36 you can take advantage of the new Public Access Portal system. Public Access is available in the docMgt Standard and Enterprise offering.     WHAT IS A PUBLIC ACCESS PORTAL? A public access portal is a search system built...

Release Notes – Version 3.38

Version 3.38 Release Date: 2021-03-13   Highlights This is a brief summary of the more noteworthy new features  Simplified Document Editing with Integration Tools – We have updated our Integration Tools (previously Integration Add-Ins) to work even better...

Reassigning Workflow Items

Reassigning Workflow Items Workflow allows you to perform some amazing actions with little or no user intervention. But there are still times when you need to have a user make decisions. These decisions are usually handled with workflow buttons. You can add buttons...

Required Documents

Required Documents The Required Documents feature is used to ensure that records contain the correct types of expected documents.  The system can be configured to specify documents that are required to be part of a record.  The use of Required Documents can be applied...

Your Last Searches

Your Last Searches Have you ever done a few lookups and then needed to go back and run the one you did a few times ago? You can always use the Save Searches function to save them for later. But what if you forgot or if you just need it one more time and don’t...

Do I Need Enterprise Edition?

Do I Need Enterprise Edition? We often get asked the question “Do I Need Enterprise Edition?” The answer is – maybe. It depends on how you plan to use docMgt. In most cases you won’t need Enterprise Edition. For simple store and retrieve needs...

Using docMgt with DocuSign

Using docMgt with DocuSign docMgt is built to manage, secure and process documents of all types. Our contract management capabilities allow users to file contracts, manage the approval process, be alerted when it is time to review the contract for renewal, and more....

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