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...
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. In short, SFTP is a secure and efficient way of copying data through the...
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 | 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...
by Brad Vossler | Feb 26, 2021 | Accounts Payable, Support
Troubleshooting QuickBooks When using QuickBooks Desktop with docMgt, there are times an invoice just won’t save properly. That is when troubleshooting QuickBooks is required. If you get any of the following errors follow the related instructions to fix the...
by Brad Vossler | Feb 9, 2021 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO
Starting with docMgt version 3.36 you can take advantage of the new Public Access Portal system. Public Access is available in the docMgt Standard and Enterprise offering. WHAT IS A PUBLIC ACCESS PORTAL? A public access portal is a search system built...
by Brad Vossler | Jan 27, 2021 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Workflow
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...
by Thomas Kernes | Jan 26, 2021 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO
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...
by Brad Vossler | Jan 22, 2021 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Searching
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...
by Brad Vossler | Jan 19, 2021 | Collaboration, Feature
Do I Need Enterprise Edition? We often get asked the question “Do I Need Enterprise Edition or Can I Use Archival Edition?” The answer is – it depends on how you plan to use DocMgt. For simple store and retrieve needs you can use Archival Edition. ...
