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5 results for edit document

1. Article · Using DocMX

   Documents (add/index)

   to Documents can be sent to other users or entities. Document edit/merge/split/rotate/rename How to edit Intray documents Delete How to index a document Index from My Intray Add … document type and tag fields. Tag & Index Complete the tags and click on the “Index” button. How to edit Intray documents Before indexing a document, there are options to edit

2. Article · Using DocMX

   Documents (search)

   menu: Document Details Approval History Actions Restart Workflow, Delete Document, Archive Document, Edit Pages Document Revisions Share Document Filter results Select … 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

3. 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 until you index it or delete it. The document can be edited in your intray before indexing. Index a document The document is added to the DocMX system. It is categorised

4. Article · Getting Started › Essential Knowledge

   Understand roles & permissions

   Edit Delete Examples View Add Edit Delete Basic-level user ✓ ✓ Mid-level user ✓ ✓ ✓ High-level user ✓ ✓ ✓ ✓ Basic-level user This user may have a role … ” and “edit” rights for invoices. This will allow the user to do the same as the basic-level user, but can also edit invoices. High-level user This user may have a role with “view”, “add

5. Article · Getting Started › Intro to DocMX

   DocMX Glossary

   the documents to be edited and then indexed. Invoice Capture The process of automatically classifying and capture key information from supplier invoices and indexing the invoice and placing … 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