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Repair Orders No ratings yet.

  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...

Workflow Filtered Assignments 5/5 (2)

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....

Workflow Expectations 5/5 (2)

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...

Release Notes – Version 3.25 5/5 (1)

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...

Release Notes – Version 3.24 5/5 (1)

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...

Configuring QuickBooks Integration No ratings yet.

docMgt comes out of the box with built-in QuickBooks Integration to synchronize bills, vendors and account information. Refer to this previous article for more information about what the integration can do. In this article we will describe how to configure QuickBooks...

Enhanced Full Text Searching Support 5/5 (1)

  Enhanced Full Text Searching docMgt version 3.23 and higher has enhanced full text searching support. This feature takes advantage of Microsoft SQL Full Text Indexing engine for faster searching and less space requirements. If you will be doing a lot of full text...

Active Directory Sync 5/5 (1)

Overview docMgt Active Directory Sync is a command-line tool that is designed to synchronize Users and Groups from Active Directory to docMgt. Use this tool when you need to be able to manage your users and teams from AD but do not require active AD integration such...

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