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4 results for approval roles

1. Article · 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

2. Article · Getting Started › Essential Knowledge

   Understand workflows & tasks

   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 the task. Each role must action A task is assigned to multiple roles. One user from each role is required to approve the task. Everyone must action A task is assigned to many

3. Article · 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 associated to a task the document will not proceed until all roles have approved. Role Types Roles have certain attributes although all are simply a collection of users. The role types

4. Article · 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 menu: Document Details Approval History Actions Restart Workflow, Delete Document, Archive Document, Edit Pages Document Revisions Share Document Filter results Select