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Customizing Your Home Page

Customizing Your Home Page Each person has their own area of focus when they use docMgt. Some users come in to research and find information. Some come in to work on items that have been assigned to them. Others come in to update the same records over and over again....

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...

Email Branding

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...

Record Screen Customization

The Record screen is your main view into the work at hand. Whether it is an invoice, employee file or student record, having a Record screen that is familiar to you and customized to you is very important. This increases proficiency and provides the best experience...

Customize Work Trigger Emails

docMgt has a default email that is sent to users who are assigned items via workflow triggers. For most cases this default email is sufficient but there are times when a custom email or format is desired. In this article we will show how to set up and use your own...