by Brad Vossler | Sep 21, 2022 | Support, 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...
by Brad Vossler | Sep 16, 2022 | Release Notes
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....
by Brad Vossler | Sep 14, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
Forms Are Not Always ‘Simple’ E-forms are a powerful way to collect data. For simple forms, all you need to do is add fields, put in images and labels, and you are ready to bring in all the data you want. But what if you need to do more than...
by Brad Vossler | Sep 9, 2022 | Integration, Support
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...
by Brad Vossler | Aug 11, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
New Workflow Loop Actions DocMgt Version 4.05 introduces some new workflow loop action types to Enterprise edition. These new action types will greatly simplify any workflow that requires performing actions on documents, line items, or tables. For each...
by Brad Vossler | Aug 10, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
Customizing your Home Page Home Page The Home page is the main screen of the system and the screen that most users go to when they log in. This is also the most customizable screen in DocMgt so we will show you how you can customize your home page. On...
by Brad Vossler | Jul 28, 2022 | Accounts Payable, Feature, Human Resources, NGO, Viewing, Workflow
Managers Several workflow processes require having an employee’s information approved by their manager or supervisor. Processes such as travel, expenses, bill payments, time off, etc. all require some kind of approval. The trick is figuring out WHO is...
by Brad Vossler | Jul 26, 2022 | Release Notes
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...
by Brad Vossler | Jul 18, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
Resizable Viewer In version 4.05 we have added he ability to resize the viewer screen. The animated image below quickly demonstrates this capability. When you move the sizer to your preferred size, it will remember that setting each time you open a document....
by Brad Vossler | Jun 27, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Support
Starting with version 4.04, DocMgt provides support for MFA (Multi-Factor Authentication) using authentication apps such as Microsoft Authenticator or Google Authenticator. What is MFA? MFA stands for Multi-Factor Authentication. MFA helps enhance...
by Brad Vossler | Jun 19, 2022 | Release Notes
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...
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...
