by Brad Vossler | Feb 21, 2022 | Accounts Payable, Human Resources, Searching, Support
The Support Line: Using Gmail with Importer The POP3 Add-In for Importer is the perfect tool for bringing in documents from an Email box. It allows you to import messages with or without the body and with attachments. When you add in all of Importer’s...
by Brad Vossler | Feb 15, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Workflow
Auto-Numbering with Variables Starting with version 3.45, we are introducing a new concept called AUTONUM. This is built to allow you to design a true auto-numbering system for your data sets. In previous versions of docMgt we relied on the [AUTOID] variable...
by Brad Vossler | Feb 15, 2022 | Release Notes
Version 3.45 Release Date: 2022-02-26 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Admin Changed admin screens to use plain text fields for certain password fields to avoid Chrome auto-fill...
by Brad Vossler | Jan 3, 2022 | Release Notes
Version 3.44 Release Date: 2022-01-15 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release System Added better memory management for image and document handling Page Counts – When a document...
by Brad Vossler | Oct 22, 2021 | Release Notes
Version 3.43 Release Date: 2021-11-06 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Collaboration Portals Compute package completion on each save and load and do server-side instead of client...
by Brad Vossler | Oct 4, 2021 | Release Notes
Version 3.42 Revision 1 Release Date: 2021-10-02 Possible Breaking Change Impact Probability Level: Low – Auto-Split in workflow is being changed slightly but ONLY for REGEX users. If you are using REGEX in your split values (i.e. REGEX:regexhere) then the REGEX...
by Brad Vossler | Sep 6, 2021 | Release Notes
Version 3.42 Release Date: 2021-08-21 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Record Updated the design of the Document Clipboard panel Full Text Editor Updated options to not...
by Brad Vossler | Jun 25, 2021 | Release Notes
Version 3.41 Release Date: 2021-07-03 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Workflow Barcode reading engine has been updated Added option to select which barcode types to read...
by Brad Vossler | Jun 23, 2021 | Feature, Installation
Configuring a new docMgt instance from scratch can seem like a daunting task. There are a lot of variables to consider such as how to organize the information, how to apply security, whether or not to allow public access to certain data and more. While it can seem...
by Brad Vossler | May 2, 2021 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, Integration, NGO
Upload Documents Using SFTP Most people don’t know you can upload documents into docMgt using SFTP. SFTP stands for Secure File Transfer Protocol. Here is a site that explains SFTP [icon name=”external-link-alt” style=”solid”...
by Brad Vossler | Apr 23, 2021 | Development, Integration
Testing REST APIs with Postman docMgt has a full suite of REST APIs that can be used to integrate systems and automate processes. You can access the API reference on any docMgt site using the server’s URL followed by “swagger”. For instance, if your...
by Brad Vossler | Apr 22, 2021 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Security
Multi-Factor Authentication Version 3.39 introduces a very important addition to the docMgt security portfolio – Multi-Factor Authentication or MFA. MFA allows you to further verify a user’s identity by sending a code to an account or device to which you...
by Brad Vossler | Apr 18, 2021 | Feature, Workflow
New Workflow Actions Starting with version 3.39, we are introducing a new set of action events available in the workflow system. We are adding Working Actions and Reassign Actions. Before we talk about those we should give you a little bit of background on how...
by Brad Vossler | Apr 18, 2021 | Release Notes
Version 3.39 Release Date: 2021-05-22 Highlights This is a brief summary of the more noteworthy new features Invoice Processing using Machine Learning – We have added a new Machine Learning-based Invoice Processing system. Simply send non-indexed...
by Brad Vossler | Mar 4, 2021 | Accounts Payable, Automotive, E-form, Education, Feature, Healthcare, Human Resources, NGO
Printing E-forms In this article we will tell you about a new docMgt feature that will allow users to print E-forms beautifully from the browser. In previous versions when you printed an E-form you would get a usable (but not beautiful) rendering of the HTML page. For...
