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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 … Security roles Every user in DocMX has a role or multiple roles. Each role has different levels of permissions, and they determine whether a user has: Access to a location
Articolo · Getting Started › Intro to DocMX
DocMX Glossary
still reviewing the original. Flow Lane A visual logical separation for the grouping of tasks in a workflow. Form A customised set of input fields designed for a user to fill out and submit to capture relevant information, e.g. Annual Leave Form. G Global Assignment Based on the global role, determines based on the location of the document who is assigned