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Artículo · Upload Service and Updates
DocMX Automated Upload Service
Below is a step by step guide on installing the DocMX Automated Upload Service followed by configuration of the windows service. Installation Requirements There are two navigation menus. To install the DocMX Automated Upload Service the following two items are required: Installation Files Two files that are required for the installation, – DocMX
Artículo · Getting Started › Essential Knowledge
Understand workflows & tasks
Simple workflow A simple workflow with two user stages. Automated workflow A workflow combining automated and user stages. Tasks User & Automated Tasks Tasks can be actioned by users or automated. The above example of an automated workflow shows how a workflow can be completed without users if the conditions are correct. User examples Automated examples
Lección en vídeo · Using DocMX
How to Index
Learn how to add documents into DocMX. What is indexing? Indexing from Intray (Batch) indexing from Dropzones Semi-automated indexing
Artículo · Getting Started › Intro to DocMX
What is DocMX
added automatically into DocMX or uploaded by users. Automated User Methods File Transfer Emails e.g. Reports come from company in-house or third party systems. Methods DocMX … user. Automated User A machine captures the text and completes the tags. A user completes the tags in the DocMX Web App or Outlook Add-in. 3. WORKFLOW & TASKS Workflows
Artículo · Getting Started › Essential Knowledge
Understand tags
. Users Users can set tags when indexing a document or when they receive a task. Automation Automated processes can read documents, decide which text is important and set tags
Artículo · Upload Service and Updates
Upload Service License File
, go back to the windows services, and turn on the ‘DocMX Automated Service’. Please ensure this is set to ‘Automatic’ for the Startup Mode. Trouble Shooting If you come across any
Artículo · Getting Started › Intro to DocMX
DocMX Glossary
taken by a user within DocMX recorded and time stamped. Automate Ability to send a document to an automated process. These processes are generally related to classification and … is indexed through an automated import process, the owner is DocMX. P Page Audit Auditing that a user has viewed a page. Requires the user to have paused on the page if scrolling
Artículo · Common Issues and Fixes
Manual Uploads for IT Incidents
during this time. If your local Upload PC is down, automated uploads will not occur, and you may not be able to scan-to-network either. Recovery Methods Outside of applying the