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11 risultati per document type change
Articolo · Getting Started › Essential Knowledge
Understand your actions
document type. Tags (i.e. important data based on the document type) are added. e.g. dates, invoice total. The document is moved to a location based on the document type and tags. The workflow starts (if a workflow exists for the document type). Change document type It is categorised under a different document type. All previous tags are removed. New
Articolo · Getting Started › Essential Knowledge
Understand roles & permissions
locations. Access to a document type Having access to a location is halfway there. Once users are inside a location, they also need a role that will act as a key to open the document 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
Articolo · Using DocMX
Documents (search)
There are three main ways to search for documents. Tag Search Global Search Document ID Search Tag Search Tag search is used to find documents by document type with optional tag filters. Instructions Click on the search icon Click on the tag icon Select the document type This will change the tag options below the search button. Click on the search
Articolo · Using DocMX
Documents (add/index)
Indexing a document is a simple process of adding it to the Intray, selecting the correct document type and adding tags. Documents in Intrays are waiting to be Indexed Adding a document to your Intray is not the same as Indexing. A document is indexed after it is has been classified as a specific document type, and then it can be found in searches. My
Articolo · Using DocMX
Navigation Menus
that index directly into DocMX. Forms Document templates Control Centres See overviews of entities, departments and daily/nightly reports. Reports See customised reports. Entity Choose the entity for multi-entity environments. Search Document ID Find a specific document using the ID. Log off Always log off the system after use, for security
Articolo · Getting Started › Intro to DocMX
DocMX Glossary
by the user who added it. Advice A type of assist, provides details and information related to the document being viewed, e.g. policy. Aged When the task for the document has … . Archive Documents are archived after a number of days depending on the document type, and do not appear in the default search results. Assist Information presented to the user
Articolo · Upload Service and Updates
DocMX Automated Upload Service
‘Restart the Service‘, and change the restart service after 60 minutes. For systems using proxies or large enterprises, it’s recommend to use use “Startup Type: Automatic (Delayed
Articolo · Getting Started › Essential Knowledge
Understand tags
What are tags? Generally, not all information on a document is required. The tags are key information that allow document searching and linking. Each document type has its own set of tags. Key Document Information Tags are the most important information that are required on a document to enable users to find them quickly. Document View In the above
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 · Using DocMX
Boomerang Task
Boomerang Task from the list. A new pop-box on the UI will appear for the Boomerang Task Configure the Return Date. Type-in/Select available users from the list. Once configured … revert to the previous owner if it has been Document Checked or the Return Date selected has passed.
Articolo · Common Issues and Fixes
Manual Uploads for IT Incidents
provided with the necessary information to continue uploads. Changes to these pathways are controlled by the governing enterprise and cannot be freely changed at the property level … Dropzones? Dropzones provide a way to customise an “upload dashboard” by adding the commonly used document types, automation queues and intrays for your user. For more information about