by Brad Vossler | Feb 21, 2022 | Accounts Payable, Human Resources, Searching, Support
The Support Line: Using Gmail with Importer The POP3 Add-In for Importer is the perfect tool for bringing in documents from an Email box. It allows you to import messages with or without the body and with attachments. When you add in all of Importer’s...
by Brad Vossler | Jul 11, 2019 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO
Saving Searches Want to make your life easier? Consider savings searches for later use. When you save your search you are saving the criteria by which you search. You can then run that search any time with the click of the button. This is very handy –...
by Skyler Epperson | May 2, 2017 | Searching, Support
Alter Search Results Would you like to have and even more precise view into your most recent search? docMgt wants to give our users that power. Follow the simple ‘alter search results’ steps below to drill down into your results. Search for Records After...
by Brad Vossler | Oct 24, 2016 | Feature, Searching
Saved Searches One of the most powerful efficiency-enhancing features in the system is Saved Searches. In this article we will show how to save your searches then re-run them, share them, edit them, delete them and embed them on your Home page. Saved Searches are...
by Brad Vossler | Oct 18, 2016 | Development
Background docMgt has a very robust REST API system. This means that most data and transactions are available via REST calls. This article will focus on Searching Records via REST. For more information about REST, refer to this Wiki link. For information about...
