Where to find Search, My Tasks, My Intrays, Forms, Control Centres and Reports.
Last updated
There are two navigation menus.
Main Navigation Menu Situated on the left-hand side and provides access to most features.
User Menu Situated on the top right and provides access to your personal profile, notes and other features depending on the main navigation selection.
Main Navigation Options
Search Find documents with search filter options.
Tag Search
Global Search
My Tasks See a summary of all of your tasks.
My Intrays Add documents to your Intray and index to DocMX.
Create Use forms and templates to create documents that index directly into DocMX.
Forms
Document templates
Control Centres See overviews of entities, departments and daily/nightly reports.
Reports See customised reports.
Entity Choose the entity for multi-entity environments.
Search Document ID Find a specific document using the ID.
Log off Always log off the system after use, for security purposes.
Main Navigation Expand / Collapse
The menu can be expanded and collapsed using the arrows.
Expand
Collapse
User Menu Options (fixed)
These options are always in view.
User Details Change personal settings (e.g. email, password).
Profile
Out of Office
Notifications See system notifications and messages.
My Notes See actionable messages sent to/received from other users.
User Menu Options (other)
These options appear when a main navigation menu option is selected.
Search – Action Button This button is used after selecting one or more documents in the search results. Change the action from the dropdown list and click the button with the action text.
My Tasks – Refresh Refresh to see your tasks updated.
My Tasks – All-seeing-eye This feature is available in a multi-entity environment allowing users to all tasks in all entities. Clicking on it switches the all tasks view on (colour) and off (grey).
My Intrays – Intray Selector This is available for users who have access to more than one Intray.
Create – Filter Use the filter to reduce the number of displayed forms and templates.
