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6 results for intray
Article · Using DocMX
Documents (add/index)
Indexing a document is a simple process of adding it to the Intray, selecting the correct document type and adding tags. Documents in Intrays are waiting to be Indexed Adding a document to your Intray is not the same as Indexing. A document is indexed after it is has been classified as a specific document type, and then it can be found in searches. My
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 … view on (colour) and off (grey). My Intrays – Intray Selector This is available for users who have access to more than one Intray. Create – Filter Use the filter to reduce
Video lesson · Using DocMX
How to Index
Learn how to add documents into DocMX. What is indexing? Indexing from Intray (Batch) indexing from Dropzones Semi-automated indexing
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
Article · Common Issues and Fixes
Manual Uploads for IT Incidents
is Dropzones? Dropzones provide a way to customise an “upload dashboard” by adding the commonly used document types, automation queues and intrays for your user. For more information about … ” option to quickly open the Dropzones interface. To configure and use Dropzones for the first time, (1) open your intray, then (2) click the Dropzones icon. You can confirm which
Article · Getting Started › Intro to DocMX
DocMX Glossary
information. Initialing Marking a page within a document that its been sighted and agreed to. Intray Location where the users documents preside before being indexed. Allows … intray. Workflow The order of actions on a document from when it is indexed into the system to completing all checks and approvals. X Y Z