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7 risultati per actions

1. Articolo · Getting Started › Essential Knowledge

   Understand your actions

   What happens when you perform actions in documents, forms, workflows and notifications?

2. Articolo · Getting Started › Essential Knowledge

   Understand workflows & tasks

   User 4 User 5 User 6 Anyone can action ✓ Each role must action ✓ ✓ ✓ Everyone must action ✓ ✓ ✓ ✓ ✓ ✓ Task Actions The main actions are: Approve After checking

3. Video lezione · Using DocMX

   Search Results

   Learn how to use the search results. Search results table Order, filter and group results Open documents and actions

4. Articolo · Using DocMX

   Documents (search)

   ID Search The document ID search is used to find one document by its document ID. Search Results Search results are displayed in a table format and the actions below are available … menu: Document Details Approval History Actions Restart Workflow, Delete Document, Archive Document, Edit Pages Document Revisions Share Document Filter results Select

5. Articolo · Using DocMX

   Boomerang Task

   security to view the task. Once you have a task selected, simply follow these steps: Click on the show actions icon. Click the three dots to show a dropdown list. Select

6. Articolo · Upload Service and Updates

   DocMX Automated Upload Service

   ‘ Open up the properties for the service, click on the ‘Log On‘ tab and enter the correct service credentials. Optionally, click on the ‘Recovery‘ tab and set the failure actions as

7. Articolo · Getting Started › Intro to DocMX

   DocMX Glossary

   links to another anchor on a different document. Annotation A note that is located on a document. Approval History Timeline of actions taken on a workflow for a specific document … in relation to the document currently being viewed to help make informed decisions and reduce mistakes. Attachment An additional file that is associated to a document. Audit All actions