by Brad Vossler | May 13, 2022 | Feature
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,...
by Brad Vossler | May 12, 2022 | Release Notes
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....
by Brad Vossler | Apr 22, 2022 | Release Notes
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...
by Brad Vossler | Mar 23, 2022 | Release Notes
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...
by Brad Vossler | Feb 21, 2022 | Searching, Support
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...
by Brad Vossler | Feb 15, 2022 | Feature, Workflow
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...
by Brad Vossler | Feb 15, 2022 | Release Notes
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...
by Brad Vossler | Jan 3, 2022 | Release Notes
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...
by Brad Vossler | Oct 22, 2021 | Release Notes
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...
by Brad Vossler | Oct 4, 2021 | Release Notes
Version 3.42 Revision 1 Release Date: 2021-10-02 Possible Breaking Change Impact Probability Level: Low – Auto-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...
by Brad Vossler | Sep 6, 2021 | Release Notes
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...
by Brad Vossler | Jun 25, 2021 | Release Notes
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...
by Brad Vossler | Jun 23, 2021 | Feature, Installation
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...
by Brad Vossler | May 2, 2021 | Feature, Integration
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...
by Brad Vossler | Apr 23, 2021 | Development, Integration
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...
