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...
by Brad Vossler | Dec 31, 2018 | Installation
Enhanced Full Text Searching docMgt version 3.23 and higher has enhanced full text searching support. This feature takes advantage of Microsoft SQL Full Text Indexing engine for faster searching and less space requirements. If you will be doing a lot of full text...
by Brad Vossler | Nov 29, 2018 | Installation
Active Directory Sync Overview DocMgt Active Directory Sync is a command-line tool that is designed to synchronize Users and Groups from Active Directory to DocMgt. Use this tool when you need to be able to manage your users and teams from AD but do not require...
by Brad Vossler | Nov 27, 2018 | Press Release
docMgt Announces Topaz Systems, Inc. Integration docMgt is proud to announce its integration with Topaz® signature pad product line! LINCOLN, NE, NOV 27, 2018 – docMgt, a premier document management provider, has just released its integration with Topaz...
by Brad Vossler | Nov 19, 2018 | Support, Viewing
Support for 64-bit Office The docMgt Integration Add-Ins for Office are built to install into the 32-bit version of Microsoft Office. However, you can still use these with 64-bit Office by using a simple Registry update trick as explained in this article. Be...
by Brad Vossler | Nov 14, 2018 | Feature
Process Automation is a fully integrated solution that uses goIDit and the docMgt Work Trigger engine to add full automation to any multi-step process where assets move from step to step. Process Automation Overview goIDit is a technology that utilizes wireless...
by Brad Vossler | Nov 13, 2018 | Feature, Viewing
Record Preview How many times have you clicked into a web page only to find out it was not the one you thought? Or maybe you are doing research and are trying to find one document in the midst of several very similar documents and end up having to click into each one?...
