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「non approval roles」の検索結果 4 件

  1. 記事 · Getting Started › Essential Knowledge

    Understand roles & permissions

    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 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

  2. 記事 · Getting Started › Essential Knowledge

    Understand workflows & tasks

    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 can move forward to the next stage of the workflow. Anyone can action A task is assigned to one or many users, based on one or multiple roles. Only one user is required to approve

  3. 記事 · Using DocMX

    Documents (search)

    menu: Document Details Approval History Actions Restart Workflow, Delete Document, Archive Document, Edit Pages Document Revisions Share Document Filter results Select … performed on non-archived documents. When are documents archived? Each document type has its own archive time (default 90 days) and a document will be archived when it reaches

  4. 記事 · Getting Started › Intro to DocMX

    DocMX Glossary

    locations and document types a user has access to, and whether the user is an approver. Role Approval Anyone within a role can approve the task but if there are multiple roles … 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

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