Search results
2 results for form roles
Article · Getting Started › Essential Knowledge
Understand roles & permissions
with approval roles receive tasks as part of the workflow process. Non-approval Non-approval roles allow users to view documents. Form Form roles allow users to complete forms … Security roles Every user in DocMX has a role or multiple roles. Each role has different levels of permissions, and they determine whether a user has: Access to a location
Article · Getting Started › Intro to DocMX
DocMX Glossary
and submit to capture relevant information, e.g. Annual Leave Form. G Global Assignment Based on the global role, determines based on the location of the document who is assigned … 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