Reassigning Workflow Items

Reassigning Workflow Items Workflow allows you to perform some amazing actions with little or no user intervention. But there are still times when you need to have a user make decisions. These decisions are usually handled with workflow buttons. You can add buttons...

Required Documents

Required Documents The Required Documents feature is used to ensure that records contain the correct types of expected documents.  The system can be configured to specify documents that are required to be part of a record.  The use of Required Documents can be applied...

Your Last Searches

Your Last Searches Have you ever done a few lookups and then needed to go back and run the one you did a few times ago? You can always use the Save Searches function to save them for later. But what if you forgot or if you just need it one more time and don’t...

Do I Need Enterprise Edition?

Do I Need Enterprise Edition? We often get asked the question “Do I Need Enterprise Edition?” The answer is – maybe. It depends on how you plan to use docMgt. In most cases you won’t need Enterprise Edition. For simple store and retrieve needs...

Using docMgt with DocuSign

Using docMgt with DocuSign docMgt is built to manage, secure and process documents of all types. Our contract management capabilities allow users to file contracts, manage the approval process, be alerted when it is time to review the contract for renewal, and more....

Cloud Data Security

  Cloud Data Security If you are using any cloud service provider you need to be sure your data is secure! At docMgt, cloud data security is our top priority. From the physical storage of your data to the application itself and everywhere in between, you have...

Release Notes – Version 3.37

Version 3.37 Release Date: 2021-01-16   Possible Breaking Change This version changes the way table columns are being saved to the record. Previous to this version if you had a table that was set to “Save to Record” then the footer from the columns...

Public Document Sharing

Public Document Sharing Public Document Links allow you to share documents with users outside of docMgt. The outside users do not need to log in or enter a password. You send them a link and the document you shared is downloaded via their web browser. Very simple and...

Release Notes – Version 3.36

Version 3.36 Release Date: 2020-11-07 Possible Breaking Change This version changes the way Collaboration Portals work. If you are using Collaboration Portals you will need to take some extra steps after the release to ensure your portals continue to work properly....

Release Notes – Version 3.35

Version 3.35   Release Date: 2020-08-29   Highlights This is a brief summary of the most noteworthy new features Record and Document Locking – We have added the ability to lock and unlock Records and Documents via workflow. This allows you to lock a...

Better Security with Collaboration Portals

Better Security with Collaboration Portals Do you need to share sensitive information with people outside of your company? Do you need to request sensitive information from people outside of your company? Chances are you said YES to one or both of these questions....

Document Merge Templates

  Document Merge Templates Word and PDF documents are great tools for creating nicely-formatted documents. There are times when you want to present information from docMgt in one of those nicely-formatted documents. Sometimes manually and other times as part of a...

Release Notes – Version 3.34

Version 3.34   Release Date: 2020-06-27   Highlights This is a brief summary of the most noteworthy new features DocuSign Support – We have added integration with DocuSign. This integration will allow users to send documents for signature and have them...

Improving HR Departments

Improving HR Departments Employees are the life blood your organization. Success depends upon your ability to hire and retain the best possible talent.  But success also depends on protecting yourself from litigation and compliance issues. That is why docMgt works...

AP Automation in Healthcare

  AP Automation in Healthcare Healthcare has always been a rapidly evolving industry. But now it is facing new challenges such as a worldwide pandemic while still dealing with the everyday needs of their normal caseloads. All that while trying to remain fiscally...