Resultados de la búsqueda

8 resultados para tasks

1. 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 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

2. Artículo · Using DocMX

   Navigation Menus

   Search Global Search My Tasks See a summary of all of your tasks. My Intrays Add documents to your Intray and index to DocMX. Create Use forms and templates to create documents … selecting one or more documents in the search results. Change the action from the dropdown list and click the button with the action text. My Tasks – Refresh Refresh to see your

3. Lección en vídeo · Using DocMX

   How to Approve a Task

   Learn how to open and approve tasks. How to open a task How to review and approve a task Open a task through search

4. Artículo · Getting Started › Intro to DocMX

   What is 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 start and tasks are assigned as soon as a document is indexed. Automated User Methods Tasks meeting certain conditions are approved. Checks are made and warnings are added to

5. Artículo · Getting Started › Essential Knowledge

   Understand your actions

   If it is a workflow restart, all tasks from the previous workflow are removed. New tasks will be created based on the document type. New task notifications are sent. The status

6. Artículo · Using DocMX

   Boomerang Task

   , click on the Boomerang Task button. Optional: You can add a note to the Boomerang Task. The task should then show-up under the selected user(s) Task List. Boomeranged tasks will

7. Artículo · Getting Started › Intro to DocMX

   DocMX Glossary

   This glossary defines common terms that you might see as you are working in DocMX, or throughout our Help Centre. A Action Outcomes of specific tasks. An example action would be … their tasks across all entities. Analysis A component of a control centre showing a specific metric, statistic or chart. Anchor (see linking) A specific place on a document which

8. Artículo · Getting Started › Essential Knowledge

   Understand roles & permissions

   approval roles receive tasks as part of the workflow process. Non-approval Non-approval roles allow users to view documents. Form Form roles allow users to complete forms