Search results

8 results for Forms

1. Video lesson · Using DocMX

   Create with Forms & Templates

   Learn how to create documents using forms and templates. Create with forms Create with templates

2. Article · Getting Started › Essential Knowledge

   Understand your actions

   Document Action What happens Add a document to your intray The document is converted into PDF format, if it is not already in PDF format. The document stays in your intray … Linking documents Anchors are placed on both documents. Clicking on one anchor will show the other anchor position on the other document. Forms Action What happens Submit

3. Article · Using DocMX

   Navigation Menus

   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 that index directly into DocMX. Forms Document templates Control Centres See overviews of entities, departments and daily/nightly reports. Reports See customised reports

4. Article · Getting Started › Essential Knowledge

   Understand roles & permissions

   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

5. Article · Using DocMX

   Settings for date and number formats

   the correct date format is displayed. For example: dd/mm/yyyy, mm/dd/yyyy, dd-mm-yyyy, etc. When selecting a language in your browser, it is important to select the most appropriate option for your country if there are multiple options for your language available. The country element controls the date and number format. Please note common browsers

6. Article · Getting Started › Intro to DocMX

   DocMX Glossary

   , normally a tag or question when indexing a document or form. Mask A format constraint on questions and tags to ensure the correct value is entered. Mention Notify a user … 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

7. Article · Getting Started › Intro to DocMX

   What is DocMX

   Web App (File upload or form submission) DocMX Virtual Printer Scanners Emails Outlook Add-in 2. DATA CAPTURE & TAGS Tags can be completed automatically or entered … Data and reports can be exported in various formats (Excel, flat files, emails, PDFs). Core Features All-in-one simple hub All data from company in-house or third party systems

8. Article · Using DocMX

   Documents (search)

   ID Search The document ID search is used to find one document by its document ID. Search Results Search results are displayed in a table format and the actions below are available