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Article · Upload Service and Updates
DocMX Automated Upload Service
Below is a step by step guide on installing the DocMX Automated Upload Service followed by configuration of the windows service. Installation Requirements There are two navigation menus. To install the DocMX Automated Upload Service the following two items are required: Installation Files Two files that are required for the installation, – DocMX
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 or automated. The above example of an automated workflow shows how a workflow can be completed without users if the conditions are correct. User examples Automated examples
Video lesson · Using DocMX
How to Index
Learn how to add documents into DocMX. What is indexing? Indexing from Intray (Batch) indexing from Dropzones Semi-automated indexing
Article · Getting Started › Intro to DocMX
What is DocMX
be added automatically into DocMX or uploaded by users. Automated User Methods File Transfer Emails e.g. Reports come from company in-house or third party systems. Methods DocMX … DocMX is an information management and workflow system that allows teams to work smoothly and efficiently together, with the aid of some automation magic running in the background
Article · Getting Started › Essential Knowledge
Understand tags
be seen in the document on the left, the key information do not become tags until the tags are set on the right. How are tags set? Tags can either be set by users or automation. 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
Article · Common Issues and Fixes
Manual Uploads for IT Incidents
to drag-drop documents into the system for automatic processing. If your account has access to automations, they will appear for you when dragging documents into DocMX. What … during this time. If your local Upload PC is down, automated uploads will not occur, and you may not be able to scan-to-network either. Recovery Methods Outside of applying
Article · Upload Service and Updates
Upload Service License File
, go back to the windows services, and turn on the ‘DocMX Automated Service’. Please ensure this is set to ‘Automatic’ for the Startup Mode. Trouble Shooting If you come across any … this will be something similar to ‘C:\Program Files (x86)\DocMX\DocMX Automate Upload’. Run the application in ‘Administration Mode’ There will be two executable files. To configure the upload
Article · Incidents and Health
Bahrain System Migration – March, 2026
the maintenance window has been processed as normal. If you have any missing reports/documents, it would be worth checking the status of your Upload Service or other automation to ensure … sites have been restored for user and API access. User activity and jobs are being closely monitored. All sites will be online shortly, and the job processing (document automation
Article · Getting Started › Intro to DocMX
DocMX Glossary
taken by a user within DocMX recorded and time stamped. Automate Ability to send a document to an automated process. These processes are generally related to classification … Export to Excel Export the search grid results to an XLS document. F Family A family is a collection of documents that are automatically linked by specific tags. e.g. The family
Article · Using DocMX
Documents (add/index)
will be indexed and removed from your Intray. Automate indexing Some systems have automate as an option when right clicking on the thumbnail. DocMX will index the document
Article · Common Issues and Fixes
WebPDF Viewer has not got a license
2023 and deployed to all DocMX systems. Due to Browser Caching Policies, this patch may not be received automatically. We have expanded on our previous articles on downloading
Article · Upload Service and Updates
How to download the latest version of DocMX
to download the files each time. It’s important to download the latest version of DocMX when your browser has not automatically done so. Cached values can cause problems with logins … as regularly. Browser Shortcuts To refresh your browser and automatically download the latest version of DocMX. You can use the below shortcuts. Clearing Cache for a Single Page