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Article · Getting Started › Essential Knowledge
Understand roles & permissions
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 A location could be the organisation as a whole, or a department like “Human Resources”. This is important as documents are placed inside locations and roles act as a key to enter
Article · Upload Service and Updates
Upload Service License File
The following is a step by step process of setting up the upload service. Run the Application Navigate to the location the application was installed to. By default this will be something similar to ‘C:\Program Files (x86)\DocMX\DocMX Automate Upload’. Run the application in ‘Administration Mode’ There will be two executable files. To configure the upload
Article · Upload Service and Updates
Upload Service Troubleshooting
and create it. Please contact support if you require the local directory change to a different location. Starting the application If there is an issue starting up the application, please ensure the application or service has access to the following location, read and write access is required. C:\Users\All Users\docmx (or a specific user if installed
Article · Getting Started › Essential Knowledge
Understand your actions
by document type. Tags (i.e. important data based on the document type) are added. e.g. dates, invoice total. The document is moved to a location based on the document type and tags … tags based on the new document type are added. The document is moved to a location based on the new document type and metadata tags. Note: The workflow needs to be restarted
Article · Upload Service and Updates
DocMX Automated Upload Service
the DocMX Automated Upload Service. The newly created service account will have read/write access to the local machine, and read access to any network location it will be required … The wizard will start guiding you through the installation process. Click Next. Select Installation Location The installation folder will default to the operating systems
Article · Getting Started › Intro to DocMX
DocMX Glossary
links to another anchor on a different document. Annotation A note that is located on a document. Approval History Timeline of actions taken on a workflow for a specific document … 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
Article · Upload Service and Updates
How to download the latest version of DocMX
or browsing history. Edge You can use the following process, or this URL to jump to the setting: edge://settings/clearbrowserdata Click on the three-dot menu icon located at the top … /clearBrowserData Click on the three-dot menu icon located at the top-right corner of the browser. Select More tools from the drop-down menu. Click on Clear browsing data
Article · Getting Started › Intro to DocMX
What is DocMX
users to see a summary of outstanding tasks from one location. Quick searching DocMX is designed to enable users to find what they want quickly. Tag or global searches allow users