by Brad Vossler | Nov 11, 2023 | Administration, Installation, Security
Workflow Filters Your workflow list can get very long. Being able to find the items you need to work can be tricky. DocMgt’s Workflow Filters allow you to find the right work items as quickly as possible. What Are Workflow Filters Your...
by Brad Vossler | Oct 16, 2023 | Administration, Installation, Security
Named Records in Workflow Our new “Named Records in Workflow” feature allows you access and update Records in workflow by simply referencing the Records by name. Streamline and simplify your workflows by leveraging an easy-to-follow naming system. This...
by Brad Vossler | Aug 9, 2023 | Administration, Installation, Security
How To Configure Azure Active Directory for SSO This article will walk you through how to configure Azure Active Directory for SSO – or Single Sign On – automatic login. Prerequisites In order to use this information in this article, you need to be...
by Brad Vossler | Aug 7, 2023 | Administration, Workflow
How To Configure Auto-Classify This article will walk you through how to configure Auto-Classify. The Auto-Classify feature allows you to split documents and move the pages into their respective categories and subcategories. This is done by using the OCR data...
by Brad Vossler | Apr 11, 2023 | E-form
E-form Calculations Calculating values inside of E-forms is a common requirement. For instance, you may have a form for submitting expenses which needs to have all the expenses added together. It could further require its values be divided among...
