Risultati della ricerca

4 risultati per approval roles

1. Articolo · Getting Started › Essential Knowledge

   Understand roles & permissions

   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 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

2. Articolo · Getting Started › Essential Knowledge

   Understand workflows & tasks

   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 can move forward to the next stage of the workflow. Anyone can action A task is assigned to one or many users, based on one or multiple roles. Only one user is required to approve

3. Articolo · Using DocMX

   Documents (search)

   depending on a user’s roles. Open document Click on a document ID to open it. Document Preview Hovering over a document ID will display a preview of the document and a quick link menu: Document Details Approval History Actions Restart Workflow, Delete Document, Archive Document, Edit Pages Document Revisions Share Document Filter results Select

4. Articolo · Getting Started › Intro to DocMX

   DocMX Glossary

   locations and document types a user has access to, and whether the user is an approver. Role Approval Anyone within a role can approve the task but if there are multiple roles … 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