Risultati della ricerca

5 risultati per Forms

1. Video lezione · Using DocMX

   Create with Forms & Templates

   Learn how to create documents using forms and templates. Create with forms Create with templates

2. Articolo · 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 that index directly into DocMX. Forms Document templates Control Centres See overviews of entities, departments and daily/nightly reports. Reports See customised reports

3. Articolo · Getting Started › Essential Knowledge

   Understand your actions

   Linking documents Anchors are placed on both documents. Clicking on one anchor will show the other anchor position on the other document. Forms Action What happens Submit

4. Articolo · 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

5. Articolo · Getting Started › Intro to DocMX

   DocMX Glossary

   stored (see location). Control Centres Metrics, statistics and graphs detailing specific processes and functions within DocMX. Create Menu item for a list of new forms and documents