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.
ANY DATA
ANY DEVICE
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Prompting for Signatures
Prompting for Signatures If your process demands a user's signature, DocMgt has many ways to help. E-forms can be configured to prompt for signatures. Add-In buttons can be set up to prompt for signatures. Workflow buttons can also ask for signatures before...
Sharing Document Links
Sharing Document Links DocMgt has several features for sharing information. Including the Public Document Sharing feature which allows users to create unique links for outside users to download documents. In the latest release, we made sharing document links...
Offline E-forms
Offline E-forms Your users won't always have Internet, but they still need to be able to do their jobs! With DocMgt's Offline E-forms feature, you can fill out forms even when you are not online! Now remote workers can be on their way without worrying about the...
Saving Progress in Public E-forms
Saving Progress in Public E-forms We have all been there. We get half-way through filling out a form and realize we don't have time to finish. Normally we have to make a choice. Do we (A) close the form and start over later or (B) stay and finish the form even...
E-forms with Tabbed Pages
E-forms with Tabbed Pages E-forms have gotten a lot of updates recently in DocMgt. One of the more exciting updates is also one of the simplest to implement. If you have multi-page forms you can easily turn them into E-forms with...
Printing E-forms Beautifully
Printing E-forms In this article we will tell you about a new docMgt feature that will allow users to print E-forms beautifully from the browser. In previous versions when you printed an E-form you would get a usable (but not beautiful) rendering of the HTML page. For...
E-forms Deliver Consistency and Efficiency
e-Forms deliver consistency and efficiency How do you standardize the way you collect information from both internal and external users? The answer is electronic forms (E-forms). docMgt e-Forms deliver consistency and efficiency to help your organization. Many...
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...
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...
Add Company Logo to E-Forms
docMgt believes in providing its users with every opportunity possible to personalize the material in their site. This not only includes branding from the site level, but also branding from the E-Form level. Putting appropriate organizational branding on your E-Form...