Search results
12 results for actions
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
Article · Getting Started › Essential Knowledge
Understand workflows & tasks
Simple workflow A simple workflow with two user stages. Automated workflow A workflow combining automated and user stages. Tasks User & Automated Tasks Tasks can be actioned by users … can move forward to the next stage of the workflow. Anyone can action A task is assigned to one or many users, based on one or multiple roles. Only one user is required to approve
Video lesson · Communication
User Menu
Learn the communication tools in the user menu. Messages Actionable notes
Video lesson · Communication
Document Notes
Learn how to use notes inside a document. General notes Mention a user Actionable notes
Video lesson · Using DocMX
Search Results
Learn how to use the search results. Search results table Order, filter and group results Open documents and actions
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 … menu: Document Details Approval History Actions Restart Workflow, Delete Document, Archive Document, Edit Pages Document Revisions Share Document Filter results Select
Article · Using DocMX
Navigation Menus
. User Details Change personal settings (e.g. email, password). Profile Out of Office Notifications See system notifications and messages. My Notes See actionable messages sent to/received from other users. User Menu Options (other) These options appear when a main navigation menu option is selected. Search – Action Button This button is used after
Article · Getting Started › Intro to DocMX
DocMX Glossary
This glossary defines common terms that you might see as you are working in DocMX, or throughout our Help Centre. A Action Outcomes of specific tasks. An example action would be ‘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
Article · Using DocMX
Boomerang Task
security to view the task. Once you have a task selected, simply follow these steps: Click on the show actions icon. Click the three dots to show a dropdown list. Select
Article · Upload Service and Updates
DocMX Automated Upload Service
‘ Open up the properties for the service, click on the ‘Log On‘ tab and enter the correct service credentials. Optionally, click on the ‘Recovery‘ tab and set the failure actions
Article · Getting Started › Intro to DocMX
What is DocMX
on ‘Out of Office’. e.g. Reports come from company in-house or third party systems. Methods User(s) action tasks. (e.g. ‘Approve’, ‘Reject’) User(s) make annotations or add
Article · Upload Service and Updates
How to download the latest version of DocMX
to confirm your action in the top left. Right-Click the Refresh icon, and select “Empty Cache and Hard Reload”. Once the site is refreshing, you can press F12 to close “DevTools