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'location'에 대한 결과 7개

  1. 문서 · Getting Started › Essential Knowledge

    Understand roles & permissions

    A location could be the organisation as a whole, or a department like “Human Resources”. This is important as documents are placed inside locations and roles act as a key to enter the 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

  2. 문서 · Upload Service and Updates

    Upload Service License File

    The following is a step by step process of setting up the upload service. Run the Application Navigate to the location the application was installed to. By default this will be something similar to ‘C:\Program Files (x86)\DocMX\DocMX Automate Upload’. Run the application in ‘Administration Mode’ There will be two executable files. To configure the upload

  3. 문서 · Upload Service and Updates

    Upload Service Troubleshooting

    and create it. Please contact support if you require the local directory change to a different location. Starting the application If there is an issue starting up the application, please ensure the application or service has access to the following location, read and write access is required. C:\Users\All Users\docmx (or a specific user if installed

  4. 문서 · Getting Started › Essential Knowledge

    Understand your actions

    by 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 … tags based on the new document type are added. The document is moved to a location based on the new document type and metadata tags. Note: The workflow needs to be restarted

  5. 문서 · Upload Service and Updates

    DocMX Automated Upload Service

    the DocMX Automated Upload Service. The newly created service account will have read/write access to the local machine, and read access to any network location it will be required … The wizard will start guiding you through the installation process. Click Next. Select Installation Location The installation folder will default to the operating systems

  6. 문서 · Getting Started › Intro to DocMX

    What is DocMX

    users to see a summary of outstanding tasks from one location. Quick searching DocMX is designed to enable users to find what they want quickly. Tag or global searches allow users

  7. 문서 · Getting Started › Intro to DocMX

    DocMX Glossary

    is stored (see location). Control Centres Metrics, statistics and graphs detailing specific processes and functions within DocMX. Create Menu item for a list of new forms and documents … 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

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