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Getting Started

Intro to DocMX | Essential Knowledge

Intro to DocMX

What is DocMX? | DocMX Glossary

• What is DocMXAll-in-one simple hub to manage information and workflow for any organisation. Automating to save time and resources.
• DocMX GlossaryCommon terms that you might see as you are working in DocMX.

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?