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Article · Getting Started › Essential Knowledge
Understand roles & permissions
A location could be the organisation as a whole, or a department like “Human Resources”. This is important as documents are placed inside locations and roles act as a key to enter … . Permissions on a location Locations in DocMX can be seen as the different sections, departments or entities of an organisation. Users can only access a location if they have a role
Article · Using DocMX
Navigation Menus
that index directly into DocMX. Forms Document templates Control Centres See overviews of entities, departments and daily/nightly reports. Reports See customised reports
Article · Getting Started › Intro to DocMX
What is DocMX
’. Metrics, statistics and graphs show how different entities and departments are performing. Audit Auditors can inspect documents and their audit trails to see how compliance