by Brad Vossler | Oct 22, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
New Viewer Enhancements DocMgt Version 4.07 brings some exciting new features to the viewer. This article discusses those viewer enhancements. Open First Document on Load The viewer will normally open the first document in the Record when it loads. While that...
by Brad Vossler | Oct 20, 2022 | Administration
Managing Configs If you have been administering DocMgt long enough, you probably know the benefits of using the Config Manager. It is a great tool for exporting and importing applications for backup or for copying to other systems. It works very well but if you wanted...
by Brad Vossler | Oct 19, 2022 | Accounts Payable, Automotive, E-form, Education, Healthcare, Human Resources, NGO, Support, Viewing
E-forms with Tabbed Pages E-forms have gotten a lot of updates recently in DocMgt. One of the more exciting updates is also one of the simplest to implement. If you have multi-page forms you can easily turn them into E-forms with tabbed pages to make the form easier...
by Brad Vossler | Sep 21, 2022 | Support, Workflow
Duplicate Checking with Workflow When processing data such as invoices and POs, it is common to check for duplicates. Nobody wants to pay the same invoice more than once or issue 2 POs for the same items. In order to avoid that you need to know how to...
by Brad Vossler | Sep 14, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
Forms Are Not Always ‘Simple’ E-forms are a powerful way to collect data. For simple forms, all you need to do is add fields, put in images and labels, and you are ready to bring in all the data you want. But what if you need to do more than...
by Brad Vossler | Sep 9, 2022 | Integration, Support
Configuring QuickBooks Online Integration Configuring QuickBooks Online integration is fairly straight forward if you use the Config Manager config as your starting point. In this article we will walk you through setting up the DocMgt integration to QuickBooks...
by Brad Vossler | Aug 11, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
New Workflow Loop Actions DocMgt Version 4.05 introduces some new workflow loop action types to Enterprise edition. These new action types will greatly simplify any workflow that requires performing actions on documents, line items, or tables. For each...
by Brad Vossler | Aug 10, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
Customizing your Home Page Home Page The Home page is the main screen of the system and the screen that most users go to when they log in. This is also the most customizable screen in DocMgt so we will show you how you can customize your home page. On...
by Brad Vossler | Jul 28, 2022 | Accounts Payable, Feature, Human Resources, NGO, Viewing, Workflow
Managers Several workflow processes require having an employee’s information approved by their manager or supervisor. Processes such as travel, expenses, bill payments, time off, etc. all require some kind of approval. The trick is figuring out WHO is...
by Brad Vossler | Jul 18, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
Resizable Viewer In version 4.05 we have added he ability to resize the viewer screen. The animated image below quickly demonstrates this capability. When you move the sizer to your preferred size, it will remember that setting each time you open a document....
by Brad Vossler | Jun 27, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Support
Starting with version 4.04, DocMgt provides support for MFA (Multi-Factor Authentication) using authentication apps such as Microsoft Authenticator or Google Authenticator. What is MFA? MFA stands for Multi-Factor Authentication. MFA helps enhance...
by Brad Vossler | May 13, 2022 | Feature
Admin Search In version 4.03 we are adding an exciting new feature – Admin Search! Admin Search allows administrators to search all administrative areas for key words or variables. It is common practice to use variables and field names in workflows,...
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 | 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...
