Admin Search

  Admin Search In version 4.03 we are adding an exciting new feature – Admin Search! Admin Search allows administrators to search all administrative areas for key words or variables. It is common practice to use variables and field names in workflows,...

Release Notes – Version 4.03

Version 4.03 Release Date: 2022-05-21   Version 4 Changes   New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Admin Added a feature to search through admin settings looking for values....

Release Notes – Version 4.02

Version 4.02 Release Date: 2022-04-30   Version 4 Changes   New and Updated Features This is a list of the new features, functions and enhancements added since the previous release System Settings Added alert for when Record Type Field VALUE <> FILTER...

Release Notes – Version 4.01 (3.46)

Version 4.01 / 3.46 Release Date: 2022-04-02 Possible Breaking Change Impact Probability Level: Medium The workflow OCR action has been changed so that it honors the document filter properties of the action exclusively. Previously when a document was routed to an OCR...

The Support Line: Using Gmail with Importer

  The Support Line: Using Gmail with Importer The POP3 Add-In for Importer is the perfect tool for bringing in documents from an Email box. It allows you to import messages with or without the body and with attachments. When you add in all of Importer’s...

Auto-Numbering with AUTONUM

  Auto-Numbering with Variables Starting with version 3.45, we are introducing a new concept called AUTONUM. This is built to allow you to design a true auto-numbering system for your data sets. In previous versions of docMgt we relied on the [AUTOID] variable...

Release Notes – Version 3.45

Version 3.45 Release Date: 2022-02-26 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Admin Changed admin screens to use plain text fields for certain password fields to avoid Chrome auto-fill...

Release Notes – Version 3.44

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...

Release Notes – Version 3.43

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...

Release Notes – Version 3.42 – Revision 1

Version 3.42 Revision 1 Release Date: 2021-10-02 Possible Breaking Change Impact Probability Level: Low РAuto-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...

Release Notes – Version 3.42

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...

Release Notes – Version 3.41

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...

Configuration Checklist

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...

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...