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...
by Brad Vossler | Feb 15, 2017 | Feature, Workflow
Building a Contact Us Workflow – Step by Step In our previous post, Step-By-Step: Contact Us Form, we discussed the creation of a Contact Us Form and how to publish that for use on your Web site. In this article we will extend that lesson and discuss how to...
by Brad Vossler | Feb 13, 2017 | Feature
Building a Contact Us Form – Step by Step Most sites have a Contact Us form where users can ask questions or leave comments about the Web site, products, services and more. The problem with most systems like WordPress or other Web site builders is they only...
by Brad Vossler | Feb 2, 2017 | E-form, Feature
Portals vs. Public E-Forms There are two basic ways to interact with external users – Portals and Public E-Forms. Both have their benefits and uses but both have different requirements and outcomes. So the question is “When do I use Portals vs. Public...
by Skyler Epperson | Jan 30, 2017 | Feature
Adding Users and Teams When adding Users and Teams there are two routes to take. You can add Users and Teams manually or you can import them. Note that Teams can only be imported if they are imported as part of the User import. As a rule of thumb you should add a...
