by Brad Vossler | Dec 28, 2017 | Feature, Retention
Retention Hold Update for Version 3.16 As of version 3.16 we are adding more capabilities to the Retention Hold feature for docMgt. In previous versions retention holds were only available via automation actions. We have now added a Retention Holds panel to the Record...
by Brad Vossler | Dec 7, 2017 | Feature
Advanced Record Type Security Why do we need to talk about record type security? Securing content by using Record Types is a simple function in docMgt. Set up a Record Type and give users and teams “No Access”, “Read Only Access” or...
by Brad Vossler | Dec 4, 2017 | Feature
Importer can be a crucial tool for keeping information moving through an organization. If it stops working or stops working properly it can cause the flow of information to stop. This can be a huge hit to any company’s productivity. This article will give you...
by Brad Vossler | Nov 29, 2017 | Feature
System Requirements for docMgt Server docMgt can be used as a cloud service or as a premise-based, installed service. If you are utilizing the cloud then you do not necessarily need to know the system requirements information contained in this article. However, if you...
by Brad Vossler | Nov 21, 2017 | Feature
PDF Merging docMgt includes the capability to merge data into existing PDF forms – referred to as PDF Merging. Any data in the Record can be merged into a PDF form document real time or via workflow. As of docMgt 3.15 you can also merge images and annotations...
by Brad Vossler | Nov 17, 2017 | Feature, Viewing
Zip File Support Added to 3.15 We are very please to announce that as of version 3.15 docMgt now supports the viewing of ZIP file contents directly within our viewer. When opening a ZIP file you will now notice that the files inside the ZIP are shown in a list form in...
by Brad Vossler | Nov 8, 2017 | Feature
The Problem With Raw Data Collecting raw data and using it to make more informed decisions is central to the success of organizations today. Having a lot of raw data without a process to understand its critical data points, trends, and patterns often renders it...
by Brad Vossler | Nov 6, 2017 | Feature
Add-Ins in docMgt Add-Ins allow you to extend and enhance the user experience in docMgt. Add-Ins can be created to add custom applications, embedded web pages, perform workflow and multi-step actions to a single button click. They can be added to the tool bar or...
by Brad Vossler | Nov 2, 2017 | Feature, Viewing
BETA Viewer Coming to Version 3.14 Version 3.14 of docMgt will include a BETA version of our new document viewer. The standard viewer you are used to will still be the default one but you will now be able to switch to our new viewer for a different way of viewing your...
by Brad Vossler | Oct 2, 2017 | Press Release
docMgt Announces PSIcapture Integration docMgt is now available as a PSIcapture migration for direct upload from PSIcapture to docMgt Lincoln, NE (PRRELEASE) September 30, 2017 – docMgt is pleased to announce the availability of the new PSIcapture migration....
by Brad Vossler | Sep 15, 2017 | Installation
Updated Licensing System How Can We Make Licensing Easier? We have talked a lot with our partners and customers about licensing. We specifically talked about how they feel with the licensing of docMgt and its components. As a result we are making a...
by Brad Vossler | Jul 24, 2017 | Feature, Workflow
docMgt has a sophisticated workflow system complete with follow-up actions that are used for actions such as escalations, reminders and more. This article explains how to use follow-up actions to get the most out of your workflow experience. What Are Follow-Up...
by Brad Vossler | Jul 21, 2017 | Feature, Integration
Direct URLs docMgt supports many direct URLs that can be used to do searches. These can be used from outside systems to perform quick and easy integration. This can also be used to link to direct records from spreadsheets, word processing documents, browser bookmarks...
by Brad Vossler | Jul 19, 2017 | Integration
Importer Service Tips and Tricks Importer Service is a great tool for bringing data and documents into docMgt automatically. It is a very powerful and can do a lot. However, some situations require features that need better explanation in order to wield that power...
by Brad Vossler | Jul 18, 2017 | Feature
docMgt has a very easy notification system. Administrators can use notifications to alert users of upcoming events, welcome new users to the system, warn of system downtime and more. User Notifications When a user views their Home page, the system will display the...
