by Rex Lamb | Nov 30, 2016 | Solution
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...
by Brad Vossler | Nov 28, 2016 | Development, Integration
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...
by Skyler Epperson | Nov 25, 2016 | Collaboration, Feature
Collaboration Portals Pt. 3 is the third piece of a series of Collaboration Portal articles. Please read Collaboration Portals Pt. 1 to see how to share documents via a portal in a more simple manner. Please read Collaboration Portals Pt. 2 for a more advanced article...
by Rex Lamb | Nov 23, 2016 | Solution, Workflow
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...
by Skyler Epperson | Nov 18, 2016 | Collaboration, Feature
Collaboration Portals Pt. 2 is the second of a series of Collaboration Portal articles. Please read Collaboration Portals Pt. 1 to see how to share documents via a portal in a more simple manner. This article delves deeper into creating a portal by hand using the...
by Skyler Epperson | Nov 16, 2016 | Collaboration, Feature
DEPRACATED: This feature has been deprecated and replaced with Public Document Sharing. Public Document Sharing docMgt has a Collaboration Portal feature which allows you to set up interactions with external users. You can allow them to view...
by Rex Lamb | Nov 16, 2016 | Solution
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...
by Brad Vossler | Nov 14, 2016 | Feature
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...
by Skyler Epperson | Nov 11, 2016 | Feature
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...
by Skyler Epperson | Nov 10, 2016 | Feature
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...
by Rex Lamb | Nov 9, 2016 | Solution
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...
by Brad Vossler | Nov 8, 2016 | Development
docMgt supports a fairly extensive REST interface that allows for interaction with docMgt servers using standard REST calls. This is great but if you are using .NET for your development we have a slightly easier method for you – the docMgt REST Helper [icon...
by Brad Vossler | Nov 7, 2016 | Feature, Workflow
The workflow panel is located in the top toolbar. Hover your mouse over the workflow option to see the workflow panel pop down and show your available workflow items. Click on one of the items to be taken to that item to perform your work. This is a pretty straight...
by Skyler Epperson | Nov 2, 2016 | Feature
Home Page Customization The Home page is your base for all your current work activity. Having a Home page that works for you is very important in ensuring your efficiency. Home Page Customization allows you, as a user, to customize the layout of the Home page to fit...
by Brad Vossler | Oct 31, 2016 | Feature
If you are an administrator in the docMgt system you have a nice tool available to you called the Dashboard. This post provides an administrator dashboard overview for your reference. Click the [icon name=”tachometer” class=””...
