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Release Notes – Version 4.08

Version 4.08 Release Date: 2022-12-17   Possible Breaking Change The Record Merge logic has been changed in this release. This merge logic is used when merging Records from the Search screen or from within a Record screen. There are 2 logic changes in this...

Workflow Signatures

  Signing Documents in Workflow Many workflows require a sign off of some kind to show that the user has agreed to or approved some action or statement. In some cases, the sign off can be as simple as them clicking an APPROVE button. In other cases, the situation...

Deferred Actions

    Deferred Actions Workflow in DocMgt is made up of a series of conditions and actions. Some actions can be deferred, meaning they will execute at a later time. From a technical perspective, the action will typically run within seconds of being deferred....

Personal Config Manager

Managing Configs If you have been administering DocMgt long enough, you probably know the benefits of using the Config Manager. It is a great tool for exporting and importing applications for backup or for copying to other systems. It works very well but if you wanted...

Release Notes – Version 4.07

Version 4.07 Release Date: 2022-11-05 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Admin Config Manager – Added ability to have config manager load from personal online libraries Record...

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...