Essential Knowledge
Understand "your actions", "roles & permissions", "workflows & tasks" and "tags".
- Understand your actionsWhat happens when you perform actions in documents, forms, workflows and notifications?
- Understand roles & permissionsHow do roles and permissions affect a user’s access to a document type?
- Understand workflows & tasksWhat are workflows, tasks, automated tasks, task approval types and task actions?
- Understand tagsWhat are tags? How are they set and used in DocMX?