by Brad Vossler | Jul 12, 2019 | Release Notes
Version 3.29 Release Date: 2019-08-10 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Indexing Automation Added ability to split a line item into multiple using percentages Changed entry...
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 – especially...
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....
by Brad Vossler | May 30, 2019 | Support, Viewing
What is File Blocking? Windows implements the ‘Blocking’ feature to help keep your computer safe. If you download a file from the Internet or save an attachment from an email it might be blocked. This keeps windows from giving the file too many...
by Brad Vossler | May 10, 2019 | Release Notes
Version 3.28 Release Date: 2019-06-22 Possible Breaking Change Client components for version 3.28 are now compiled against .NET 4.7.2. This means all users who use the client applications (In-Line Importer, In-Line Exporter, In-Line Scanning, NetLabels and Office...
by Brad Vossler | Apr 24, 2019 | Release Notes
Version 3.27 Release Date: 2019-05-04 Possible Breaking Change Version 3.27 is now compiled against .NET 4.7.2. This means all servers must have at least .NET 4.7.2 or higher to run the system. All client computers that perform scanning, importing, NetLabels or Office...
by Brad Vossler | Mar 18, 2019 | Support
ClickOnce docMgt utilizes Microsoft’s ClickOnce installation architecture for a few features in the browser. These features include Scanning. Importing, Exporting among others. Each of these features do something different but they all share one thing...
by Brad Vossler | Mar 12, 2019 | Feature
What Is Retention? Retention is a feature of docMgt that allows administrators to control how long certain types of information are kept online in the system. At a certain point in time some information is no longer needed. In other cases it may be legally...
by Brad Vossler | Mar 12, 2019 | Workflow
Workflow Processes Having a long list of triggers can seem overwhelming. Even if they are simple in and of themselves, just the shear number of them can look intimidating. With our new Workflow Processes you can groups triggers together into more manageable groups so...
by Brad Vossler | Mar 8, 2019 | Release Notes
Version 3.26 Release Date: 2019-03-30 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Client Utilities Updated all client utilities to use TLS version 1.2 for enhanced security E-Forms Added...
by Brad Vossler | Feb 9, 2019 | Feature
Repair Orders Warranty audits require a large number of supporting documents and way too often result in lost revenue and charge backs. Does your staff spend way too much time looking for repair orders or other supporting documents to satisfy your warranty...
by Brad Vossler | Feb 5, 2019 | Feature, Workflow
Workflow Filtered Assignments Assigning a workflow item to a user is typically very simple. Just select the user from the list and now every time that trigger is activated the item is assigned to that user. Or maybe you want to have a team of users work on the item....
by Brad Vossler | Jan 31, 2019 | Feature, Workflow
Workflow Expectations All sorts of processes require monitoring. When data is in the system it is fairly easy to monitor. For instance, we can monitor individual work triggers to ensure that items are not sitting at one step too long. We can monitor the number of...
by Brad Vossler | Jan 27, 2019 | Release Notes
Version 3.25 Release Date: 2019-02-16 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Scanning Client Made the Name field a drop down based on the Record Type Merge Document Added ability to...
by Brad Vossler | Jan 3, 2019 | Release Notes
Version 3.24 Release Date: 2019-01-19 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Record Record linking enhanced to be able to link to multiple records based on multi-value fields Added...
