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Variable Replacement

  Here at DocMgt we spend a lot of time talking to our users about ways to make our products better. One common request we get is to make it easier to find things. Not just once, but on a consistent basis. Another is to make it easier to compute due dates and...

PDF Merging

PDF Merging docMgt includes the capability to merge data into existing PDF forms – referred to as PDF Merging. Any data in the Record can be merged into a PDF form document real time or via workflow. As of docMgt 3.15 you can also merge images and annotations...

Workflow Part 3 – Action Types

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...

Step-By-Step: Contact Us 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...