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동영상 레슨 · Using DocMX
Tag Search
Learn how to use tags to find documents quickly. What is a tag? Basic search Tag search options
문서 · Using DocMX
Documents (search)
There are three main ways to search for documents. Tag Search Global Search Document ID Search Tag Search Tag search is used to find documents by document type with optional tag filters. Instructions Click on the search icon Click on the tag icon Select the document type This will change the tag options below the search button. Click on the search
동영상 레슨 · Using DocMX
Global Search
Search across different document types and use common tag values. Basic search Other search options
문서 · Using DocMX
Navigation Menus
to your personal profile, notes and other features depending on the main navigation selection. Main Navigation Options Search Find documents with search filter options. Tag 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
문서 · Getting Started › Essential Knowledge
Understand tags
accordingly. How are tags used? Tags are used for: Tag Search Documents can be found by specifying tag conditions in a document search. Linking documents Document types can be placed … 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
문서 · Getting Started › Intro to DocMX
DocMX Glossary
Approve To action multiple tasks at the same time with the same action type. Bulk Update Update the tag information to multiple documents at the same time. C Calculation A trigger type … additional data will be retrieved. This is generally 3rd party lookups but can also be simple lists. Date Picker A tag type or question that only allows a selection for a date. Delete
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 … OUT Search Users can quickly find documents in DocMX using ‘Tag Search’ and ‘Global Search’. Overview Management teams can see an overview of operations from the ‘Control Centres
문서 · Using DocMX
Documents (add/index)
”. 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 … document type and tag fields. Tag & Index Complete the tags and click on the “Index” button. How to edit Intray documents Before indexing a document, there are options to edit