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Troubleshooting Importer Service

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...

Server Installation Requirements

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...

PDF Merging

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...

ZIP File Support

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...

Data Views

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...

Add-In 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...

BETA Viewer Preview in Version 3.14

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...
Updated Licensing System

Updated Licensing System

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...

Workflow – Follow-Up Actions

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...

Direct URLs

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...

Importer Service Tips and Tricks!

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...

docMgt User Notifications

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...
SQL Server Maintenance

SQL Server Maintenance

SQL Server Maintenance Keeping SQL Server running in top condition requires some work. There is no silver bullet to make sure things are always perfect. Instead, SQL Server Administrators are tasked to make sure SQL Server is working up to expectations. Let’s...

Workflow Part 4 – Work Trigger Methods

Workflow Part 4 – Trigger Methods Work triggers control how Records and Documents move through the system. There are different work trigger methods to allow us to configure the workflow. That is what we will be discussing here. Before we move on it is important...