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...
by Skyler Epperson | Jan 26, 2017 | E-form, Feature
Designing E-Forms Electronic Forms (E-Forms) allow users to interact with docMgt in ways other than standard screens. With E-Forms users can view and enter data, view documents and even interact with outside users by allowing public access to specific E-Forms...
by Brad Vossler | Jan 24, 2017 | Installation
How to Install and Configure docMgt OCR Engine docMgt has an optional OCR Engine that can run Optical Character Recognition on the document stored inside docMgt. This process creates the indexed text that enables full-text searching and click indexing within the...
by Brad Vossler | Jan 2, 2017 | Feature, Workflow
Workflow Part 2 – Intermediate In part 1 of this series, we focused on the basics of workflow and how to get started creating simple workflows. In Workflow Part 2, we will focus on the somewhat more advanced options of workflow to give you more tools by which to...
by Skyler Epperson | Dec 31, 2016 | Feature, Viewing
docMgt now offers support for Multi-Value Fields which allow you to add multiple Fields with the same name to a Record. This blog will review the appropriate steps in adding Fields with the same name within a Record. While creating a new Record Type select the Fields...
by Skyler Epperson | Dec 29, 2016 | Feature
docMgt believes in providing its users with several tools that will improve efficiency. This is the final part of a three part blog series, Configuration Manager. These three tools include: Dashboard, Workflow Manager, and Configuration Manager (click on the...
by Skyler Epperson | Dec 28, 2016 | Feature, Workflow
docMgt provides users with several tools that drastically improve efficiency. This is part two of a three part blog series, Workflow Manager is the second tool that will be covered. These three tools include: Dashboard, Workflow Manager, and Configuration Manager...
by Skyler Epperson | Dec 27, 2016 | Feature
docMgt provides users with several tools that drastically improve efficiency. In this 3-part series blog, Dashboard the first of the three most used efficiency enhancement tools will be covered. These three tools include: Dashboard, Workflow Manager, and Configuration...
by Skyler Epperson | Dec 26, 2016 | Feature
In this article, docMgt note capabilities will be reviewed. After reading this article, you will see the effectiveness Notes have in improving efficiency all while keeping everything consistent. Notes in Records are very useful, therefore we encourage all users to...
by Skyler Epperson | Dec 21, 2016 | Feature
Branding allows you to configure the look of the system to match your “brand” or company colors. It can also be used to represent holidays, seasons, moods, company events, etc. The colors, backgrounds and logos can be configured to give the system just the right...
by Rex Lamb | Dec 20, 2016 | Solution
Automate Deal Processing to Improve Cash Flow. Virtual Auditor can help you ensure that the deals you close today will get funded by tomorrow! Is all of your documentation always complete? Are you certain? How does your company ensure that everyone in the...
by Brad Vossler | Dec 19, 2016 | Feature, Workflow
Workflow Part 1 – Introduction Workflow Part 1 focuses on the basics of workflow within the DocMgt system. Once you have read this article you should understand how workflow works in DocMgt. You should also be able to create your own simple workflow. In future...
by Skyler Epperson | Dec 16, 2016 | Feature
Record Types The concept of Record Types in document management systems is nothing new. In fact, the ability to classify and separate documents based on type or usage is what makes system more usable than just throwing everything together with no means of telling what...
by Skyler Epperson | Dec 9, 2016 | Collaboration, Feature
Collaboration Portals Pt. 4 is the fourth and final piece in a series of Collaboration Portal articles. If you haven’t already read the first 3 articles in the series I would highly recommend doing so. You can read Collaboration Portals Pt. 1 to see how to share...
