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Artículo · Using DocMX
Documents (add/index)
to Documents can be sent to other users or entities. Document edit/merge/split/rotate/rename How to edit Intray documents Delete How to index a document Index from My Intray Add … document type and tag fields. Tag & Index Complete the tags and click on the “Index” button. How to edit Intray documents Before indexing a document, there are options to edit
Artículo · Using DocMX
Documents (search)
menu: Document Details Approval History Actions Restart Workflow, Delete Document, Archive Document, Edit Pages Document Revisions Share Document Filter results Select … 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
Artículo · Getting Started › Essential Knowledge
Understand roles & permissions
Edit Delete Examples View Add Edit Delete Basic-level user ✓ ✓ Mid-level user ✓ ✓ ✓ High-level user ✓ ✓ ✓ ✓ Basic-level user This user may have a role with … “edit” rights for invoices. This will allow the user to do the same as the basic-level user, but can also edit invoices. High-level user This user may have a role with “view”, “add