by Rex Lamb | May 25, 2020 | Feature
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...
by Brad Vossler | May 21, 2020 | Feature, Integration
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....
by Brad Vossler | May 12, 2020 | Feature, Searching, Support, Workflow
Practical Example of Action Sets and Add-Ins In this article (and accompanying video) I want to present you with a practical example of Action Sets and Add-Ins and how they can help you in your every day docMgt life. We all make mistakes but docMgt makes it...
by Rex Lamb | Apr 20, 2020 | Feature
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...
by Rex Lamb | Apr 17, 2020 | Feature
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....
by Brad Vossler | Mar 22, 2020 | Release Notes
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....
by Brad Vossler | Jan 30, 2020 | Feature
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...
by Brad Vossler | Dec 27, 2019 | Release Notes
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...
by Brad Vossler | Nov 22, 2019 | Feature, Solution
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...
by Brad Vossler | Nov 5, 2019 | Release Notes
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...
by Brad Vossler | Oct 4, 2019 | Release Notes
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...
by Brad Vossler | Aug 28, 2019 | Support
Home Page vs Start Page If you have used docMgt for any length of time you may have noticed that there is a “Home Page” and a “Start Page”. In order to clear up any confusion you may have, we decided to write this article on Home Page vs...
by Brad Vossler | Jul 12, 2019 | Release Notes
Release Notes Version 3.29 Release Date: 2019-08-10 Highlights This is a brief summary of the biggest and/or most interesting new features Out of Office Support – We have added a new Out Of Office feature that controls the assignment of new work items. If...
by Brad Vossler | Jul 11, 2019 | Feature
Saving Searches Want to make your life easier? Consider savings searches for later use. When you save your search you are saving the criteria by which you search. You can then run that search any time with the click of the button. This is very handy –...
by Brad Vossler | Jul 10, 2019 | Feature
Customizing Your Home Page Each person has their own area of focus when they use docMgt. Some users come in to research and find information. Some come in to work on items that have been assigned to them. Others come in to update the same records over and over again....
