by Brad Vossler | Dec 28, 2017 | Feature, Retention
Retention Hold Update for Version 3.16 As of version 3.16 we are adding more capabilities to the Retention Hold feature for docMgt. In previous versions retention holds were only available via automation actions. We have now added a Retention Holds panel to the Record...
by Brad Vossler | Dec 7, 2017 | Feature
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...
by Brad Vossler | Nov 21, 2017 | Feature
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...
by Brad Vossler | Oct 2, 2017 | Press Release
docMgt Announces PSIcapture Integration docMgt is now available as a PSIcapture migration for direct upload from PSIcapture to docMgt Lincoln, NE (PRRELEASE) September 30, 2017 – docMgt is pleased to announce the availability of the new PSIcapture migration....
by Brad Vossler | Jul 24, 2017 | Feature, Workflow
docMgt has a sophisticated workflow system complete with follow-up actions that are used for actions such as escalations, reminders and more. This article explains how to use follow-up actions to get the most out of your workflow experience. What Are Follow-Up...
