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Record Types – General

Record Types The concept of Record Types in document management systems is nothing new. In fact, the ability to classify and separate documents based on type or usage is what makes system more usable than just throwing everything together with no means of telling what...

REST API – Saving Records into docMgt

Background docMgt has a very robust REST API system. This means that most data and transactions are available via REST calls. For more information about REST, refer to this Wiki link. For information about docMgt’s implementation of REST web services, refer to the...

Accounts Receivable with docMgt

Accounts Receivable   Keep the cash flowing! One of the most important basic business concepts that all successful organizations understand is how important cash flow management is. Your ability to meet your financial obligations depends on it. Without cash...

Image Enable an Application

docMgt is a powerful document management system that provides robust indexing and viewing of information. However, to realize the full power of docMgt, the data and documents need to be shared as parts of other processes. In this post we will discuss one way to image...

Workflow Automation with docMgt

How can you eliminate inconsistencies and inefficiencies in the way work gets processed? How can ensure that policies and best practices get consistently applied? How can you measure the quantity & quality of work output so that you can identify areas in need of...

Human Resources with docMgt

Human Resources Your employees are the life blood of your organization. The success of your organization depends on hiring, retaining and motivating the best possible talent. In addition to that, its future depends on constant protection from litigation and compliance...

QuickBooks Integration Included with docMgt!

docMgt provides QuickBooks integration out of the box! docMgt comes out of the box with built-in QuickBooks Integration to synchronize bills, vendors and account information. This integration is performed by using the QuickBook Web Connector (QBWC) application that is...

Record Screen Customization

The Record screen is your main view into the work at hand. Whether it is an invoice, employee file or student record, having a Record screen that is familiar to you and customized to you is very important. This increases proficiency and provides the best experience...

Customize Work Trigger Emails

docMgt has a default email that is sent to users who are assigned items via workflow triggers. For most cases this default email is sufficient but there are times when a custom email or format is desired. In this article we will show how to set up and use your own...

Accounts Payable with docMgt

Accounts Payable An Accounts Payable department is responsible for processing payment documents and making payments for goods and services acquired by the organization. AP departments are driven by rules that must be applied over and over again during the transaction...