by Brad Vossler | May 18, 2017 | Feature, Workflow
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...
by Brad Vossler | Jan 2, 2017 | Feature, Workflow
Workflow Part 2 – Intermediate In part 1 of this series, we focused on the basics of workflow and how to get started creating simple workflows. In Workflow Part 2, we will focus on the somewhat more advanced options of workflow to give you more tools by which to...
by Skyler Epperson | Nov 10, 2016 | Feature
docMgt has a default email that is sent to users who are assigned items via workflow triggers. For most cases this default email is sufficient but there are times when a custom email or format is desired. In this article we will show how to set up and use your own...
