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1. Artículo · Getting Started › Essential Knowledge

   Understand roles & permissions

   locations. Access to a document type Having access to a location is halfway there. Once users are inside a location, they also need a role that will act as a key to open the document type. 2 keys are required to open a document A user can only access a document if the user has access to both the location and document type. Other roles Approval Users with

2. Artículo · Using DocMX

   Documents (search)

   There are three main ways to search for documents. Tag Search Global Search Document ID Search Tag Search Tag search is used to find documents by document type with optional tag filters. Instructions Click on the search icon Click on the tag icon Select the document type This will change the tag options below the search button. Click on the search

3. Artículo · Getting Started › Essential Knowledge

   Understand your actions

   document type. Tags (i.e. important data based on the document type) are added. e.g. dates, invoice total. The document is moved to a location based on the document type and tags. The workflow starts (if a workflow exists for the document type). Change document type It is categorised under a different document type. All previous tags are removed. New

4. Artículo · Using DocMX

   Documents (add/index)

   Indexing a document is a simple process of adding it to the Intray, selecting the correct document type and adding tags. Documents in Intrays are waiting to be Indexed Adding a document to your Intray is not the same as Indexing. A document is indexed after it is has been classified as a specific document type, and then it can be found in searches. My

5. Artículo · Getting Started › Intro to DocMX

   DocMX Glossary

   by the user who added it. Advice A type of assist, provides details and information related to the document being viewed, e.g. policy. Aged When the task for the document … . Archive Documents are archived after a number of days depending on the document type, and do not appear in the default search results. Assist Information presented to the user in

6. Artículo · Getting Started › Essential Knowledge

   Understand tags

   What are tags? Generally, not all information on a document is required. The tags are key information that allow document searching and linking. Each document type has its own set of tags. Key Document Information Tags are the most important information that are required on a document to enable users to find them quickly. Document View In the above

7. Artículo · Getting Started › Essential Knowledge

   Understand workflows & tasks

   Workflows A workflow is a sequence of tasks which begin after a document is indexed. Each document type has its own workflow (unless no checks are required). Example workflows … automatic but helps users to complete tasks quicker. Task approval types There are three ways to set up a user task which will decide when the task is completed, so the document

8. Artículo · Using DocMX

   Boomerang Task

   revert to the previous owner if it has been Document Checked or the Return Date selected has passed. … Boomerang Task from the list. A new pop-box on the UI will appear for the Boomerang Task Configure the Return Date. Type-in/Select available users from the list. Once configured