Duplicate Checking with Workflow

    Duplicate Checking with Workflow When processing data such as invoices and POs, it is common to check for duplicates. Nobody wants to pay the same invoice more than once or issue 2 POs for the same items. In order to avoid that you need to know how to...

Release Notes – Version 4.06

Version 4.06 Release Date: 2022-09-24   New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Admin Changed work trigger list to delete all triggers within a process when deleting a process....

Configuring QuickBooks Online Integration

  Configuring QuickBooks Online Integration Configuring QuickBooks Online integration is fairly straight forward if you use the Config Manager config as your starting point. In this article we will walk you through setting up the DocMgt integration to QuickBooks...

Release Notes – Version 4.05

Version 4.05 Release Date: 2022-08-27   Important Interface Updates The following updates are highlighted because they may affect the way users interact with the system. Viewer Removed ‘Required Documents’ menu option from Document list drop down...

Release Notes – Version 4.04

Version 4.04 Release Date: 2022-07-02 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Admin Added option to redirect internal users to V4 e-form screens Added Revision Restore feature to all...

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...