
Collaboration
Provide access to crucial documents to outside users with DocMgt Collaboration Portals. Collaboration Portals provide a way to communicate and collaborate with external users in a controlled and monitored way. Collaboration Portals can also be automated and created via workflow for more sophisticated solutions.

Collaboration Portal Uses
Collaboration Portals (Portals) are used to collaborate with external users. They can be used for working with auditors, parents, students, clients or even prospective employees. Each portal has its own rules and information that is attached to it so each portal can be customized to fit any needs.
Portals can be used to share documents (Word documents, scanned images, PDFs) and electronic forms. Portals can also be used to allow external users to upload their own documents into DocMgt. Portals can even be used to allow external users to submit electronic forms.
And Portals, like all of DocMgt, are available via computers, tablets and smart phones so external users can collaborate with DocMgt from any place and at any time.
Electronic Forms with Portals
Electronic Forms (e-forms) are used throughout DocMgt for collecting and sharing information. They are also used in portals for the same reason. The benefits of using e-forms with a portal are that the forms will be automatically filed in the correct place when completed, they can be pre-populated with information already known about the user and they can simplify the process of workflow by supplying crucial data that only the external user may know.
- New Employee Paperwork 100%
- Health Insurance Sign Up 75%
Tracking and Automation
Keep track of every collaboration event by monitoring their progress meters. Collaboration Portals can even be automated by integrating them into Workflow which provides for automatic notification and follow up actions such as reminders or reassignments.
[icon name="newspaper-o" class="fa-3x" unprefixed_class=""]
Latest Articles
Related Articles
Do I Need Enterprise Edition?
Do I Need Enterprise Edition? We often get asked the question "Do I Need Enterprise Edition?" The answer is - maybe. It depends on how you plan to use DocMgt. In most cases you won't need Enterprise Edition. For simple store and retrieve needs and for using E-forms or...
Cloud Data Security
Cloud Data Security If you are using any cloud service provider you need to be sure your data is secure! At docMgt, cloud data security is our top priority. From the physical storage of your data to the application itself and everywhere in between, you have...
Public Document Sharing
Public Document Sharing Public Document Links allow you to share documents with users outside of docMgt. The outside users do not need to log in or enter a password. You send them a link and the document you shared is downloaded via their web browser. Very simple and...
Better Security with Collaboration Portals
Better Security with Collaboration Portals Do you need to share sensitive information with people outside of your company? Do you need to request sensitive information from people outside of your company? Chances are you said YES to one or both of these questions....
Collaboration Portals Pt. 4 – Sharing Multiple Records
Collaboration Portals Pt. 4 is the fourth and final piece in a series of Collaboration Portal articles. If you haven't already read the first 3 articles in the series I would highly recommend doing so. You can read Collaboration Portals Pt. 1 to see how to share...
Collaboration Portals Pt. 3 – Templates
Collaboration Portals Pt. 3 is the third piece of a series of Collaboration Portal articles. Please read Collaboration Portals Pt. 1 to see how to share documents via a portal in a more simple manner. Please read Collaboration Portals Pt. 2 for a more advanced article...
Collaboration Portals Pt. 2 – Advanced Features
Collaboration Portals Pt. 2 is the second of a series of Collaboration Portal articles. This article delves deeper into creating a portal by hand using the Collaboration Section panel in the Record screen.
Collaboration Portals Pt. 1 – Simple Document Sharing
DEPRACATED: This feature has been deprecated and replaced with Public Document Sharing. https://docmgt.com/public-document-sharing/ docMgt has a Collaboration Portal feature which allows you to set up interactions with external users. You can...