by Brad Vossler | Oct 16, 2023 | Administration, Installation, Security
Named Records in Workflow Our new “Named Records in Workflow” feature allows you access and update Records in workflow by simply referencing the Records by name. Streamline and simplify your workflows by leveraging an easy-to-follow naming system. This...
by Brad Vossler | Aug 9, 2023 | Administration, Installation, Security
How To Configure Azure Active Directory for SSO This article will walk you through how to configure Azure Active Directory for SSO – or Single Sign On – automatic login. Prerequisites In order to use this information in this article, you need to be...
by Brad Vossler | Aug 7, 2023 | Administration, Workflow
How To Configure Auto-Classify This article will walk you through how to configure Auto-Classify. The Auto-Classify feature allows you to split documents and move the pages into their respective categories and subcategories. This is done by using the OCR data...
by Brad Vossler | May 19, 2023 | Feature
Cannot View PDF / XFA User may upload a PDF and get this following message in the viewer when it opens: This message happens when the PDF is actually an XFA document – which is an XML form that Adobe supports. They are created with the Adobe’s AEM...
by Brad Vossler | Apr 11, 2023 | E-form
E-form Calculations Calculating values inside of E-forms is a common requirement. For instance, you may have a form for submitting expenses which needs to have all the expenses added together. It could further require its values be divided among...
by Brad Vossler | Apr 4, 2023 | Administration, Collaboration, E-form, Education, Healthcare, Human Resources, NGO, Security
Searching in Secure E-forms Secure E-form portals are a great way to provide services and information for your outside users. Once you have your secure portal ready to allow logins, there are a lot of options as to what to do with them. In this article...
by Brad Vossler | Apr 3, 2023 | Administration, Collaboration, E-form, Education, Healthcare, Human Resources, NGO, Security
Secure Portals Using E-forms DocMgt Version 4.11 is a big release for DocMgt. This release added the ability to secure E-forms by more than just a simple password. You can now secure E-forms by having users log in and be authenticated against a Record....
by Brad Vossler | Apr 2, 2023 | Administration, E-form, Education, Feature, Healthcare, Human Resources, NGO, Searching, Viewing
Public Portal Using E-forms DocMgt Version 4.11 has added several enhancements to the E-form system. Two of the new fields we have added can help you build an E-form that works as a public searching system. This article will take you step by step to create your...
by Brad Vossler | Feb 5, 2023 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Signature
Add-In Signatures Add-Ins are like having “workflow without workflow.” You can run workflow actions without having to route records or documents. You simply configure a button to show up when you need it. When the user clicks it, actions are...
by Brad Vossler | Feb 5, 2023 | Add-Ins, Automotive, E-form, Education, Feature, Healthcare, Human Resources, NGO, Signature, Workflow
Prompting for Signatures If your process demands a user’s signature, DocMgt has many ways to help. E-forms can be configured to prompt for signatures. Add-In buttons can be set up to prompt for signatures. Workflow buttons can also ask for signatures...
by Brad Vossler | Jan 16, 2023 | Automotive, Collaboration, E-form, Education, Healthcare, Human Resources, NGO
Sharing Document Links DocMgt has several features for sharing information. Including the Public Document Sharing feature which allows users to create unique links for outside usersto download documents. In the latest release, we made sharing document links...
by Brad Vossler | Dec 15, 2022 | Automotive, E-form, Education, Healthcare, Human Resources, NGO
Offline E-forms Your users won’t always have Internet, but they still need to be able to do their jobs! With DocMgt’s Offline E-forms feature, you can fill out forms even when you are not online! Now remote workers can be on their way without...
by Brad Vossler | Dec 13, 2022 | Automotive, E-form, Education, Healthcare, Human Resources, NGO
Saving Progress in Public E-forms We have all been there. We get half-way through filling out a form and realize we don’t have time to finish. Normally we have to make a choice. Do we (A) close the form and start over later or (B) stay and finish the form...
by Brad Vossler | Nov 5, 2022 | Feature, Signature, Workflow
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...
by Brad Vossler | Oct 23, 2022 | Workflow
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....
