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Article · Getting Started › Intro to DocMX
What is DocMX
DocMX is an information management and workflow system that allows teams to work smoothly and efficiently together, with the aid of some automation magic running in the background … 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
Article · Common Issues and Fixes
Manual Uploads for IT Incidents
Additional information regarding the ongoing CrowdStike incident will be updated below. CrowdStrike Impacted Sites If your site is impacted by CrowdStrike, the following information should assist restoring operations while IT resolve the issue. Key Points DocMX is not directly impacted by CrowdStrike. Your local Upload PC may no longer be operational
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 of tags. Key Document Information Tags are the most important information that are required on a document to enable users to find them quickly. Document View In the above
Article · Getting Started › Intro to DocMX
DocMX Glossary
by the user who added it. Advice A type of assist, provides details and information related to the document being viewed, e.g. policy. Aged When the task for the document has … . 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
Article · Upload Service and Updates
Upload Service License File
service, click on the executable called UploadClient.exe. The application will open, at this stage there is no configuration information for the upload service and will display
Article · Getting Started › Essential Knowledge
Understand workflows & tasks
Approve Check the details and approve. Complete information Add missing details to the tags. Check the tax against the total If it is wrong, send the workflow to Accounts Payable
Article · Upload Service and Updates
How to download the latest version of DocMX
issues. Privacy and security: Clearing your cache can help protect your privacy by removing temporary files that may contain sensitive information, such as login credentials