by Brad Vossler | Oct 19, 2020 | Release Notes
Version 3.36 Release Date: 2020-11-07 Possible Breaking Change This version changes the way Collaboration Portals work. If you are using Collaboration Portals you will need to take some extra steps after the release to ensure your portals continue to work properly....
by Brad Vossler | Aug 21, 2020 | Release Notes
Version 3.35 Release Date: 2020-08-29 Highlights This is a brief summary of the most noteworthy new features Record and Document Locking – We have added the ability to lock and unlock Records and Documents via workflow. This allows you to lock a...
by Rex Lamb | Jul 20, 2020 | Feature
Better Security with Collaboration Portals Do you need to share sensitive information with people outside of your company? Do you need to request sensitive information from people outside of your company? Chances are you said YES to one or both of these questions....
by Brad Vossler | Jun 30, 2020 | Feature, Support
Document Merge Templates Word and PDF documents are great tools for creating nicely-formatted documents. There are times when you want to present information from docMgt in one of those nicely-formatted documents. Sometimes manually and other times as part of a...
by Brad Vossler | Jun 20, 2020 | Release Notes
Version 3.34 Release Date: 2020-06-27 Highlights This is a brief summary of the most noteworthy new features DocuSign Support – We have added integration with DocuSign. This integration will allow users to send documents for signature and have them...
by Rex Lamb | Jun 2, 2020 | Feature
Improving HR Departments Employees are the life blood your organization. Success depends upon your ability to hire and retain the best possible talent. But success also depends on protecting yourself from litigation and compliance issues. The best way to meet these...
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 easy...
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...
