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...
by Brad Vossler | Jun 21, 2017 | Installation, SQL
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...
by Brad Vossler | Jun 12, 2017 | Feature, Workflow
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...
by Brad Vossler | Jun 2, 2017 | Press Release
docMgt Announces Epson Scanner Certification docMgt and Epson are partnering to ensure Epson business scanners provide superior performance and significant value to docMgt users. Lincoln, NE (PRRELEASE) Jun 2, 2017 – docMgt announced today that several Epson...
by Skyler Epperson | May 31, 2017 | Support, Viewing
Printing a Document Even though you are using a leading edge document management system like docMgt we all have the need for physical copies of documents from time to time. Well have no fear because printing a document in docMgt is easy to do. Follow the steps in this...
by Brad Vossler | May 18, 2017 | Feature, Workflow
Workflow Part 3 – Action Types In part 1 of this series we focused on the basics of workflow and how to get started creating simple workflows. In part 2 of this series we focused on Follow-Up Actions, Assign/Complete Actions, Multi-Condition Triggers and...
by Skyler Epperson | May 2, 2017 | Searching, Support
Alter Search Results Would you like to have and even more precise view into your most recent search? docMgt wants to give our users that power. Follow the simple ‘alter search results’ steps below to drill down into your results. Search for Records After...
by Skyler Epperson | Apr 11, 2017 | Support
Delete Unwanted Index Values Looking to remove one or more index fields from a Record? No problem, docMgt makes is simple to delete unwanted index fields from one Record and even multiple Records at once. Follow the steps below to easily remove these unwanted index...
by Skyler Epperson | Apr 4, 2017 | Searching, Support
Edit Incorrect Index Values Unintentionally upload an incorrect index value to multiple Records? No problem, docMgt makes it easy to edit incorrect index values. Follow the steps below to easily edit wrong index values for multiple records. Search for Records...
by Skyler Epperson | Mar 28, 2017 | Support
Change Portal Email Accidentally send a Portal to the wrong email address? Never fear, you can change portal email information simply and quickly to ensure the portal is sent to the correct person. Follow the steps below to successfully alter the Portal...
by Skyler Epperson | Mar 21, 2017 | Support, Viewing
Edit Document Name Notice that a Record’s document or documents have an incorrect name? Simply want to edit the name of a document? You’ve come to the right place! If you have “edit” rights, imitate the following steps to edit any...
by Skyler Epperson | Mar 14, 2017 | Support, Viewing
Restore Deleted Documents Did a needed document accidentally get deleted from a Record? No worries, we have you covered! You simply need to have “admin” rights to view and restore deleted documents. By following these 3 easy-to-follow steps, your...
by Skyler Epperson | Mar 7, 2017 | Searching, Support, Viewing
Restore Deleted Records Did you or a colleague accidentally delete a needed Record? No fear, this article will review how any administrator can restore deleted records using the Recycle Bin feature. Restoring Records is a simple 3-step process. However, as...
by Brad Vossler | Mar 3, 2017 | Press Release
docMgt Announces Canon Scanner Certification docMgt and Canon are working closely together to ensure their products work together seamlessly for all users. Lincoln, NE (PRRELEASE) Mar 3, 2017 – docMgt announced today that several Canon desktop scanners have...
