by Skyler Epperson | Dec 16, 2016 | Feature
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...
by Skyler Epperson | Dec 9, 2016 | Collaboration, Feature
Collaboration Portals Pt. 4 is the fourth and final piece in a series of Collaboration Portal articles. If you haven’t already read the first 3 articles in the series I would highly recommend doing so. You can read Collaboration Portals Pt. 1 to see how to share...
by Brad Vossler | Dec 5, 2016 | Development
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...
by Skyler Epperson | Dec 2, 2016 | E-form, Feature
docMgt believes in providing its users with every opportunity possible to personalize the material in their site. This not only includes branding from the site level, but also branding from the E-Form level. Putting appropriate organizational branding on your E-Form...
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...
