Search results

4 results for form actions

1. Article · Getting Started › Essential Knowledge

   Understand your actions

   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 The form is added to the DocMX system. It is categorised by document type. Tags (i.e. important data based on the document type) are added. e.g. dates, invoice total. The form

2. 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

3. Article · Getting Started › Intro to DocMX

   DocMX Glossary

   is stored (see location). Control Centres Metrics, statistics and graphs detailing specific processes and functions within DocMX. Create Menu item for a list of new forms and documents … still reviewing the original. Flow Lane A visual logical separation for the grouping of tasks in a workflow. Form A customised set of input fields designed for a user to fill out

4. Article · Getting Started › Intro to DocMX

   What is DocMX

   Web App (File upload or form submission) DocMX Virtual Printer Scanners Emails Outlook Add-in 2. DATA CAPTURE & TAGS Tags can be completed automatically or entered … on ‘Out of Office’. e.g. Reports come from company in-house or third party systems. Methods User(s) action tasks. (e.g. ‘Approve’, ‘Reject’) User(s) make annotations or add