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8 risultati per tags

1. 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

2. Video lezione · Using DocMX

   Tag Search

   Learn how to use tags to find documents quickly. What is a tag? Basic search Tag search options

3. 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

4. Articolo · Using DocMX

   Documents (search)

   selected. Maximum number of search results Reducing the number of results will make the search faster. Tags Add a search condition to a tag. Clicking on the condition (e.g. “CONTAINS”) will show other condition options (e.g. “NOT CONTAINS”, “STARTS WITH”). ”ADD TAGS” allows more tag conditions to be added. Archives The search will also include the archives

5. Articolo · Getting Started › Intro to DocMX

   What is DocMX

   Web App (File upload or form submission) DocMX Virtual Printer Scanners Emails Outlook Add-in 2. DATA CAPTURE & TAGS Tags can be completed automatically or entered by the user. Automated User A machine captures the text and completes the tags. A user completes the tags in the DocMX Web App or Outlook Add-in. 3. WORKFLOW & TASKS Workflows

6. Articolo · Getting Started › Intro to DocMX

   DocMX Glossary

   AP, expense claim, invoice, meeting minutes. Document Search Searching on a specific document type using tags to filter to a specific set of documents. Download Download the file … a dynamic query. E Entity A separation of information, normally a company or business unit Entity Options List and logic that is associated to documents and tags within a specific entity

7. 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 … ”. Select document type After selecting the document type, the tags for the document type will appear. Tag & Index Complete the tags and click on the “Index” button. The document

8. Articolo · Getting Started › Essential Knowledge

   Understand workflows & tasks

   Approve Check the details and approve. Complete information Add missing details to the tags. Check the tax against the total If it is wrong, send the workflow to Accounts Payable