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...
by Brad Vossler | Mar 18, 2019 | Support
ClickOnce DocMgt utilizes Microsoft’s ClickOnce installation architecture for a few features in the browser. These features include Scanning. Importing, Exporting among others. Each of these features do something different but they all share one thing...
by Brad Vossler | Mar 12, 2019 | Feature, Retention
Updated 1/30/2020 What Is Retention? Retention is a feature of docMgt that allows administrators to control how long certain types of information are kept online in the system. At a certain point in time some information is no longer needed. In other cases it...
by Brad Vossler | Mar 12, 2019 | Feature, Workflow
Workflow Processes Having a long list of triggers can seem overwhelming. Even if they are simple in and of themselves, just the shear number of them can look intimidating. With our new Workflow Processes you can groups triggers together into more manageable groups so...
by Brad Vossler | Feb 9, 2019 | Feature
Repair Orders Warranty audits require a large number of supporting documents and way too often result in lost revenue and charge backs. Does your staff spend way too much time looking for repair orders or other supporting documents to satisfy your warranty...
by Brad Vossler | Feb 5, 2019 | Feature, Workflow
Workflow Filtered Assignments Assigning a workflow item to a user is typically very simple. Just select the user from the list and now every time that trigger is activated the item is assigned to that user. Or maybe you want to have a team of users work on the item....
by Brad Vossler | Jan 31, 2019 | Feature, Workflow
Workflow Expectations All sorts of processes require monitoring. When data is in the system it is fairly easy to monitor. For instance, we can monitor individual work triggers to ensure that items are not sitting at one step too long. We can monitor the number of...
by Brad Vossler | Jan 2, 2019 | Feature
DocMgt comes out of the box with built-in QuickBooks Integration to synchronize bills, vendors and account information. Refer to this previous article for more information about what the integration can do. In this article we will describe how to configure QuickBooks...
