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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...

Repair Orders

  Repair Orders Warranty audits require a large number of supporting documents and way too often result in lost revenue and charge backs. Does your staff spend way too much time looking for repair orders or other supporting documents to satisfy your warranty...

Workflow Approvals via Email

Workflow Approvals via Email Let’s face it. No matter how simple we make a system for workflow approvals, there are some users who just don’t want to log into any system to do it. Maybe it is because they only do this job once a month and keep forgetting...

Data Views

The Problem With Raw Data Collecting raw data and using it to make more informed decisions is central to the success of organizations today. Having a lot of raw data without a process to understand its critical data points, trends, and patterns often renders it...

Workflow – Follow-Up Actions

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...