by Brad Vossler | Jan 3, 2022 | Release Notes
Version 3.44 Release Date: 2022-01-15 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release System Added better memory management for image and document handling Page Counts – When a document...
by Brad Vossler | Oct 22, 2021 | Release Notes
Version 3.43 Release Date: 2021-11-06 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Collaboration Portals Compute package completion on each save and load and do server-side instead of client...
by Brad Vossler | Oct 4, 2021 | Release Notes
Version 3.42 Revision 1 Release Date: 2021-10-02 Possible Breaking Change Impact Probability Level: Low – Auto-Split in workflow is being changed slightly but ONLY for REGEX users. If you are using REGEX in your split values (i.e. REGEX:regexhere) then the REGEX...
by Brad Vossler | Sep 6, 2021 | Release Notes
Version 3.42 Release Date: 2021-08-21 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Record Updated the design of the Document Clipboard panel Full Text Editor Updated options to not...
by Brad Vossler | Jun 25, 2021 | Release Notes
Version 3.41 Release Date: 2021-07-03 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Workflow Barcode reading engine has been updated Added option to select which barcode types to read...
by Brad Vossler | Jun 23, 2021 | Feature, Installation
Configuring a new docMgt instance from scratch can seem like a daunting task. There are a lot of variables to consider such as how to organize the information, how to apply security, whether or not to allow public access to certain data and more. While it can seem...
by Brad Vossler | May 2, 2021 | Feature, Integration
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...
by Brad Vossler | Apr 23, 2021 | Development, Integration
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...
by Brad Vossler | Apr 22, 2021 | Feature, Security
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...
by Brad Vossler | Apr 18, 2021 | Feature, Workflow
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...
by Brad Vossler | Apr 18, 2021 | Release Notes
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...
by Brad Vossler | Mar 4, 2021 | Feature
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...
by Brad Vossler | Feb 27, 2021 | Feature
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....
by Brad Vossler | Feb 26, 2021 | Support
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...
by Brad Vossler | Feb 9, 2021 | Feature
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...
