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10 results for document id search

1. Article · Using DocMX

   Documents (search)

   There are three main ways to search for documents. Tag Search Global Search Document ID Search Tag Search Tag search is used to find documents by document type with optional … 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

2. Video lesson · Using DocMX

   Global Search

   Search across different document types and use common tag values. Basic search Other search options

3. 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

4. Article · Using DocMX

   Documents (add/index)

   Indexing a document is a simple process of adding it to the Intray, selecting the correct document type and adding tags. Documents in Intrays are waiting to be Indexed Adding a document to your Intray is not the same as Indexing. A document is indexed after it is has been classified as a specific document type, and then it can be found in searches. My

5. Video lesson · Using DocMX

   Tag Search

   Learn how to use tags to find documents quickly. What is a tag? Basic search Tag search options

6. Article · Using DocMX

   Navigation Menus

   . Entity Choose the entity for multi-entity environments. Search Document ID Find a specific document using the ID. Log off Always log off the system after use, for security … 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 › Essential Knowledge

   Understand tags

   What are tags? Generally, not all information on a document is required. The tags are key information that allow document searching and linking. Each document type has its own set … accordingly. How are tags used? Tags are used for: Tag Search Documents can be found by specifying tag conditions in a document search. Linking documents Document types can be placed

8. 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 the locations. Access to a document type Having access to a location is halfway there. Once users are inside a location, they also need a role that will act as a key to open the document

9. Article · Getting Started › Intro to DocMX

   DocMX Glossary

   . Archive Documents are archived after a number of days depending on the document type, and do not appear in the default search results. Assist Information presented to the user … AP, expense claim, invoice, meeting minutes. Document Search Searching on a specific document type using tags to filter to a specific set of documents. Download Download the file

10. Article · Getting Started › Intro to DocMX

    What is DocMX

    OUT Search Users can quickly find documents in DocMX using ‘Tag Search’ and ‘Global Search’. Overview Management teams can see an overview of operations from the ‘Control Centres … 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