by Brad Vossler | Aug 28, 2023 | Release Notes
Version 4.16 Release Date: 2023-09-09 Possible Breaking Change Impact Probability Level: Low Performing an OR search in the UI has been changed slightly in this release. Previously, you would enter “A or B” and the system would search where the...
by Brad Vossler | Aug 9, 2023 | Administration, Installation, Security
How To Configure Azure Active Directory This article will walk you through how to configure Azure Active Directory for automatic logins. Prerequisites In order to use this information in this article, you need to be an administrator for your Azure tenant and...
by Brad Vossler | Aug 7, 2023 | Administration, Workflow
How To Configure Auto-Classify This article will walk you through how to configure Auto-Classify. The Auto-Classify feature allows you to split documents and move the pages into their respective categories and subcategories. This is done by using the OCR data...
by Brad Vossler | Aug 3, 2023 | Release Notes
Version 4.15 Release Date: 2023-08-12 Possible Breaking Change Impact Probability Level: Low The Auto Classify logic has been changed slightly in this release. In previous versions, a classification break would be triggered if the word in the break codes was...
by Brad Vossler | Jul 14, 2023 | Release Notes
Version 4.14 Release Date: 2023-07-15 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Database Changed Audit log clean up code to be more efficient Workflow OCR – Changed default...
by Brad Vossler | Jul 9, 2023 | Release Notes
Version 4.13 Maintenance Release Release Date: 2023-07-09 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Workflow Updated Convert to Images action to also export to multi-page TIFF Change...
by Brad Vossler | Jun 23, 2023 | Release Notes
Version 4.13 Release Date: 2023-07-01 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release E-forms Added Tooltip field property to be able to show a value when hovering a field Added ability to...
by Brad Vossler | May 19, 2023 | Feature
Cannot View PDF / XFA User may upload a PDF and get this following message in the viewer when it opens: This message happens when the PDF is actually an XFA document – which is an XML form that Adobe supports. They are created with the Adobe’s AEM...
by Brad Vossler | May 19, 2023 | Release Notes
Version 4.12 Release Date: 2023-05-27 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release System Updated Azure components to ensure better, more secure operation when using the Azure cloud...
by Brad Vossler | Apr 11, 2023 | E-form
E-form Calculations Calculating values inside of E-forms is a common requirement. For instance, you may have a form for submitting expenses which needs to have all the expenses added together. It could further require its values be divided among...
by Brad Vossler | Apr 4, 2023 | Administration, Collaboration, E-form, Education, Healthcare, Human Resources, NGO, Security
Searching in Secure E-forms Secure E-form portals are a great way to provide services and information for your outside users. Once you have your secure portal ready to allow logins, there are a lot of options as to what to do with them. In this article...
by Brad Vossler | Apr 3, 2023 | Administration, Collaboration, E-form, Education, Healthcare, Human Resources, NGO, Security
Secure Portals Using E-forms DocMgt Version 4.11 is a big release for DocMgt. This release added the ability to secure E-forms by more than just a simple password. You can now secure E-forms by having users log in and be authenticated against a Record....
by Brad Vossler | Apr 2, 2023 | Administration, E-form, Education, Feature, Healthcare, Human Resources, NGO, Searching, Viewing
Public Portal Using E-forms DocMgt Version 4.11 has added several enhancements to the E-form system. Two of the new fields we have added can help you build an E-form that works as a public searching system. This article will take you step by step to create your...
by Brad Vossler | Mar 29, 2023 | Release Notes
Version 4.11 Release Date: 2023-04-15 Maintenance Update: 2023-04-22 Flex Column Display Change This update changes the way E-form fields are aligned. We removed the default padding from the left and the right of the fields which makes fields from various...
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...
