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7 results for entity

1. Article · Getting Started › Essential Knowledge

   Understand roles & permissions

   . 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 … Director ✓ ✓ By entity An organisation may have many entities, and they will also have different departments. Entity access All users are given a role to access the entity

2. 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. 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

3. Article · Using DocMX

   Documents (search)

   button Search Options Before making the search, the results may be filtered using the search options. Entity In a multi-entity environment, a single entity or all entities may … can be within one document type. Entity In a multi-entity environment, a single entity or all entities may be selected. Search content The search will look for this text inside

4. Article · Common Issues and Fixes

   Manual Uploads for IT Incidents

   to show the upload dialogue box. You can review the Entity being indexed to at the top of the dialog box. In this case, Melbourne. To open the standard upload dialogue, release … Entity you are indexing to along the top of the page, in this case, Melbourne. To add a new zone, (1) click the “Add Zone” button, then select your option from the pop-out list (2

5. 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

6. Article · Getting Started › Intro to DocMX

   DocMX Glossary

   their tasks across all entities. Analysis A component of a control centre showing a specific metric, statistic or chart. Anchor (see linking) A specific place on a document which … a dynamic query. E Entity A separation of information, normally a company or business unit Entity Options List and logic that is associated to documents and tags within a specific entity

7. 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