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  1. Artikel · Using DocMX

    Documents (search)

    depending on a user’s roles. Open document Click on a document ID to open it. Document Preview Hovering over a document ID will display a preview of the document and a quick link … 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

  2. Artikel · Using DocMX

    Documents (add/index)

    contents of your Intray. Thumbnail Size This allows changes to the thumbnail preview size of items in your Intray. Other Intray features Documents added to the Intray appear as … general DropZone as a thumbnail preview. Open document (a) Double click on the thumbnail preview of the document or (b) Right click on the thumbnail and select “Index Document

  3. Artikel · Getting Started › Intro to DocMX

    DocMX Glossary

    preview images of the pages within the document. Ticket A document type that acts like a form and has a comments area allowing a thread of a conversation. It also will append emails to … ‘Approve’ for a task. Actionable Note A special note added to a document that requires the assigned user to perform an action in order to resolve it. The note may also be cancelled

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