by Brad Vossler | Oct 26, 2020 | Accounts Payable, Automotive, Collaboration, Education, Feature, Healthcare, Human Resources, NGO
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...
by Rex Lamb | Jul 20, 2020 | Accounts Payable, Automotive, Collaboration, Education, Feature, Healthcare, Human Resources, NGO
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....
by Brad Vossler | Jun 30, 2020 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Support
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...
by Rex Lamb | Jun 2, 2020 | Feature, Human Resources, Retention
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...
by Rex Lamb | May 25, 2020 | Accounts Payable, Feature, 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...
by Brad Vossler | May 21, 2020 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, Integration, NGO
QuickBooks Online Integration Available We are please to announce our new QuickBooks Online Integration. QuickBooks Online by Intuit is the accounting solution for over 4 million businesses (zdnet). docMgt is a leading web-based document management provider....
by Brad Vossler | May 12, 2020 | Feature, Searching, Support, Workflow
Practical Example of Action Sets and Add-Ins In this article and accompanying video I want to present you with a practical example of Action Sets and Add-Ins and how they can help you in your everyday DocMgt life. We all make mistakes but DocMgt makes it easy...
by Rex Lamb | Apr 20, 2020 | Accounts Payable, Automotive, E-form, Education, Feature, Healthcare, Human Resources, NGO
e-Forms deliver consistency and efficiency How do you standardize the way you collect information from both internal and external users? The answer is electronic forms (E-forms). docMgt e-Forms deliver consistency and efficiency to help your organization. Many...
by Rex Lamb | Apr 17, 2020 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO
What is Accounts Payable? Accounts Payable (AP) departments are tasked with processing and paying bills among other things. They are driven by internal rules that must be applied over and over again. Many bills also require approvals before they can be paid....
by Brad Vossler | Jan 30, 2020 | Feature, Retention
Retention Can Help Retention has always been a large part of docMgt. If you need to keep your storage under control, archive off expired content, or purge information for compliance purposes docMgt Retention can help! Updated Features Manage your records...
by Brad Vossler | Nov 22, 2019 | Feature, Solution
Repair Orders are some of the most important papers in your dealership and losing them is NEVER an option. Never lose a Repair Order again with docMgt! Repair Orders Made Easy docMgt and Repair Orders are a quick and easy combination. Simply scan your...
by Brad Vossler | Aug 28, 2019 | Support
Home Page vs Start Page If you have used docMgt for any length of time you may have noticed that there is a “Home Page” and a “Start Page”. In order to clear up any confusion you may have, we decided to write this article on Home Page vs...
by Brad Vossler | Jul 11, 2019 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO
Saving Searches Want to make your life easier? Consider savings searches for later use. When you save your search you are saving the criteria by which you search. You can then run that search any time with the click of the button. This is very handy –...
by Brad Vossler | Jul 10, 2019 | Feature
Customizing Your Home Page Each person has their own area of focus when they use docMgt. Some users come in to research and find information. Some come in to work on items that have been assigned to them. Others come in to update the same records over and over again....
by Brad Vossler | May 30, 2019 | Support, Viewing
What is File Blocking? Windows implements the ‘Blocking’ feature to help keep your computer safe. If you download a file from the Internet or save an attachment from an email it might be blocked. This keeps windows from giving the file too many...