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1. Articolo · Using DocMX

   Documents (add/index)

   will be indexed and removed from your Intray. Automate indexing Some systems have automate as an option when right clicking on the thumbnail. DocMX will index the document by … 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

2. Video lezione · Using DocMX

   How to Index

   Learn how to add documents into DocMX. What is indexing? Indexing from Intray (Batch) indexing from Dropzones Semi-automated indexing

3. 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

4. Articolo · Using DocMX

   Navigation Menus

   Search Global Search My Tasks See a summary of all of your tasks. My Intrays Add documents to your Intray and index to DocMX. Create Use forms and templates to create documents that index directly into DocMX. Forms Document templates Control Centres See overviews of entities, departments and daily/nightly reports. Reports See customised reports

5. Articolo · Common Issues and Fixes

   Manual Uploads for IT Incidents

   indexing once the documents are in DocMX, please review the below: How to Index (Video) Documents (add/index) (Article) Drag-Drop to Automate Steps Drag the files into DocMX to … DocMX: Known Pathway Personal Intray For more information about indexing once the documents are in DocMX, please review the below: How to Index (Video) Documents (add/index

6. Articolo · Getting Started › Essential Knowledge

   Understand roles & permissions

   “view” and “add” rights for invoices. This will allow the user to search for invoices and index them to the system. Mid-level user This user may have a role with “view”, “add” and

7. Articolo · Getting Started › Intro to DocMX

   DocMX Glossary

   documents to be edited and then indexed. Invoice Capture The process of automatically classifying and capture key information from supplier invoices and indexing the invoice and placing … label the group for reference. I Image Recognition An assist type to extract key words to describe a photo or image. Index The process of adding a document into the system when

8. Articolo · Getting Started › Intro to DocMX

   What is DocMX

   start and tasks are assigned as soon as a document is indexed. Automated User Methods Tasks meeting certain conditions are approved. Checks are made and warnings are added to

9. Articolo · Using DocMX

   Documents (search)

   time after it is created/indexed. Documents can also be archived after triggers (e.g. after an invoice is paid). How to search archives Below the search button is a toggle option to

10. 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 Simple workflow A simple workflow with two user stages. Automated workflow A workflow combining automated and user stages. Tasks User & Automated Tasks Tasks can be actioned by users

11. Articolo · Getting Started › Essential Knowledge

    Understand tags

    . Users Users can set tags when indexing a document or when they receive a task. Automation Automated processes can read documents, decide which text is important and set tags