Zoekresultaten
5 resultaten voor task approval types
Artikel · 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 … Workflows A workflow is a sequence of tasks which begin after a document is indexed. Each document type has its own workflow (unless no checks are required). Example workflows
Artikel · 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
Artikel · 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 … down. Parallel Processing Sending a task two multiple users for approval and they can all approve simultaneously. PDF (Portable Document Format) A digital file format that has
Artikel · Getting Started › Essential Knowledge
Understand tags
. Users Users can set tags when indexing a document or when they receive a task. Automation Automated processes can read documents, decide which text is important and set 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
Artikel · Getting Started › Intro to DocMX
What is DocMX
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 start and tasks are assigned as soon as a document is indexed. Automated User Methods Tasks meeting certain conditions are approved. Checks are made and warnings are added to