Electronic Forms

Automate and control the way documents are created by using variable content and data in a simple, intuitive way. docMgt provides Electronic Forms and Document Templating to help organizations manage the creation of their documents.

Electronic Forms

Electronic Forms (E-Forms) allow for internal and external capture and sharing of information. With docMgt’s E-Form builder you can quickly and easily create sophisticated E-Forms that can be used for a variety of uses such as Employment Applications, Time Sheets, Expense Sheets, Invoices and much more.

Download the E-Forms Fact Sheet for more information about electronic forms.

Document Templating

Document Templating allows users to store sections of documents for re-use within other documents. These sections are called “Snippets” and can include text, images, links, tables or virtually anything that a document can contain. Users can build libraries of snippets that they can organize and share with other users.

Users can then leverage those shared snippets to build their own documents and templates. Best of all docMgt can be configured to update those templates when the original snippets change. This allows organizations to better leverage the information gained from knowledge workers and keeps the responsibility for information maintenance with the correct people.

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Press Release – Topaz® and docMgt Integration 5/5 (3) - docMgt Announces Topaz Systems, Inc. Integration docMgt is proud to announce its integration with Topaz® signature pad product line! LINCOLN, NE, NOV 27, 2018 – docMgt, a premier document management provider, has just released its integration with Topaz Systems, Inc. digital signature pads. This integration allows users to use Topaz® signature pads for Electronic […]

Variable Replacement- Here at docMgt we spend a lot of time talking to our users about ways to make our products better. One common request we get is to make it easier to find things. Not just once, but on a consistent basis. Another is to make it easier to compute due dates and other significant […]

PDF Merging- PDF Merging docMgt includes the capability to merge data into existing PDF forms – referred to as PDF Merging. Any data in the Record can be merged into a PDF form document real time or via workflow. As of docMgt 3.15 you can also merge images and annotations into a PDF. Use Cases There […]

Workflow Part 3 – Action Types- 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 Advanced User/Team Assignments. In Workflow Part 3 we will focus on the Action Types that […]

Step-By-Step: Contact Us Workflow- Building a Contact Us Workflow – Step by Step In our previous post, Step-By-Step: Contact Us Form, we discussed the creation of a Contact Us Form and how to publish that for use on your Web site. In this article we will extend that lesson and discuss how to route the incoming form so that it […]

Step-By-Step: Contact Us Form- Building a Contact Us Form – Step by Step Most sites have a Contact Us form where users can ask questions or leave comments about the Web site, products, services and more. The problem with most systems like WordPress or other Web site builders is they only email the contact information and it is quite […]

Portals vs. Public E-Forms- Portals vs. Public E-Forms There are two basic ways to interact with external users – Portals and Public E-Forms. Both have their benefits and uses but both have different requirements and outcomes. So the question is “When do I use Portals vs. Public E-Forms?” In order to answer that we will explain what they both […]

Configuration Checklist- Configuring a new docMgt instance from scratch can seem like a daunting task. There are a lot of variables to consider such as how to organize the information, how to apply security, whether or not to allow public access to certain data and more. While it can seem endless it can be managed very easily […]

Designing E-Forms- Designing E-Forms Electronic Forms (E-Forms) allow users to interact with docMgt in ways other than standard screens. With E-Forms users can view and enter data, view documents and even interact with outside users by allowing public access to specific E-Forms automatically. Designing E-Forms is a fairly simple task in most cases but there are a lot […]

Workflow Part 2 – Intermediate Configuration- 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 control your processes. Specifically, we will […]

Electronic Forms