Risultati della ricerca
5 risultati per document actions
Articolo · Getting Started › Essential Knowledge
Understand your actions
Document Action What happens Add a document to your intray The document is converted into PDF format, if it is not already in PDF format. The document stays in your intray until you index it or delete it. The document can be edited in your intray before indexing. Index a document The document is added to the DocMX system. It is categorised by
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
Articolo · 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 … 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
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
Articolo · Using DocMX
Boomerang Task
revert to the previous owner if it has been Document Checked or the Return Date selected has passed. … 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