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Retention Explained

  Updated 1/30/2020 What Is Retention? Retention is a feature of docMgt that allows administrators to control how long certain types of information are kept online in the system. At a certain point in time some information is no longer needed. In other cases it...

Workflow Filtered Assignments

Workflow Filtered Assignments Assigning a workflow item to a user is typically very simple. Just select the user from the list and now every time that trigger is activated the item is assigned to that user. Or maybe you want to have a team of users work on the item....

Workflow Expectations

Workflow Expectations All sorts of processes require monitoring. When data is in the system it is fairly easy to monitor. For instance, we can monitor individual work triggers to ensure that items are not sitting at one step too long. We can monitor the number of...

Record Preview

Record Preview How many times have you clicked into a web page only to find out it was not the one you thought? Or maybe you are doing research and are trying to find one document in the midst of several very similar documents and end up having to click into each one?...