Search results
28 results for docMX
Article · Getting Started › Intro to DocMX
What is 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. Team members can work from anywhere with an internet connection as DocMX is cloud-based. The main goal is to automate as much as possible, so team members only need to check
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 … 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
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 · 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
Video lesson · Using DocMX
Navigation
Finding your way around DocMX. Main navigation menu User menu
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 · Using DocMX
Settings for date and number formats
The time zone preferences on your device determine how dates are displayed in DocMX. Setting the correct region in your device and the correct language in your browser will ensure 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
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
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 · Incidents and Health
Bahrain System Migration – March, 2026
Status: Completed Important Notice Our team is performing scheduled infrastructure upgrades to enhance the performance, security, and reliability of the DocMX platform … ) will follow. March 05 – 06:40 AM UTC All modified DocMX services are up and running internally. We are progressing through final checks and proceeding to ramp up the connected
Article · Upload Service and Updates
Upload Service Troubleshooting
Please review the following guidelines to resolve any issues with the upload service, if you’re are still unable to resolve the problem then please contact DocMX support team … the machine has internet access and from the browser can connect to your docmx url. This will ensure the url has been whitelisted and there is no firewalls stopping connectivity
Article · Common Issues and Fixes
Troubleshoot login issues
If you are having trouble logging into DocMX, check the common issues below. Incorrect time on your device If the time on your device is incorrect by more than 1 minute, the login … browser session. You can clear just the cookies stored for DocMX quickly and easily. Expand the section below related to your browser, and follow listed steps. Edge 1. Navigate
Article · Getting Started › Essential Knowledge
Understand tags
What are tags? How are they set and used in DocMX?
Article · Using DocMX
Documents (search)
How to make a tag/global/document ID/archive search?
Article · Using DocMX
Boomerang Task
This function allows a user to have a task reviewed by someone else, then revert back to the original user after the review. To illustrate, we have Ingrid here get a task. She needs help in reviewing…
Video lesson · Using DocMX
Tag Search
Learn how to use tags to find documents quickly.
Video lesson · Using DocMX
Global Search
Search across different document types and use common tag values.
Video lesson · Using DocMX
Search Results
Learn how to use the search results.
Video lesson · Using DocMX
User Account
Learn about your User Account.
Video lesson · Using DocMX
How to Approve a Task
Learn how to open and approve tasks.