Search results

9 results for document actions

1. 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

2. 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

3. Video lesson · Communication

   Document Notes

   Learn how to use notes inside a document. General notes Mention a user Actionable notes

4. Article · Getting Started › Essential Knowledge

   Understand workflows & tasks

   Workflows A workflow is a sequence of tasks which begin after a document is indexed. Each document type has its own workflow (unless no checks are required). Example workflows … automatic but helps users to complete tasks quicker. Task approval types There are three ways to set up a user task which will decide when the task is completed, so the document

5. 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

6. Article · Using DocMX

   Navigation Menus

   selecting one or more documents in the search results. Change the action from the dropdown list and click the button with the action text. My Tasks – Refresh Refresh to see your … to your personal profile, notes and other features depending on the main navigation selection. Main Navigation Options Search Find documents with search filter options. Tag

7. Article · Getting Started › Intro to DocMX

   DocMX Glossary

   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 … links to another anchor on a different document. Annotation A note that is located on a document. Approval History Timeline of actions taken on a workflow for a specific document

8. Article · Getting Started › Intro to DocMX

   What is DocMX

   and approve in the workflow process. (Automation levels vary depending on your system configuration). Simple Information Management 1. DATA IN Documents (any data or reports) can … start and tasks are assigned as soon as a document is indexed. Automated User Methods Tasks meeting certain conditions are approved. Checks are made and warnings are added

9. Article · Using DocMX

   Boomerang Task

   will revert to the previous owner if it has been Document Checked or the Return Date selected has passed. … 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