(844) docmgt1 sales@docmgt.com

Advanced Record Type Security

  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...

Adding Users and Teams in docMgt

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...

Administrator Dashboard Overview

If you are an administrator in the docMgt system you have a nice tool available to you called the Dashboard. This post provides an administrator dashboard overview for your reference. Click the [icon name=”tachometer” class=””...