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Article · Getting Started › Essential Knowledge
Understand your actions
If it is a workflow restart, all tasks from the previous workflow are removed. New tasks will be created based on the document type. New task notifications are sent. The status is changed to reflect the workflow stage. Approve The workflow moves forward to the next step. New task notifications are sent. The status is changed to reflect
Article · Using DocMX
Navigation Menus
. User Details Change personal settings (e.g. email, password). Profile Out of Office Notifications See system notifications and messages. My Notes See actionable messages
Article · Getting Started › Intro to DocMX
DocMX Glossary
. Metadata See Tags N Notification See Message O Observation A type of an assist that runs a set of logic and notifies the user if its outside the expected criteria. OCR (Optical … on a workflow. J Job A background task that once completed notifies the user, e.g. exporting metadata. K L Last Task The tasks that is most recently sent to the user. Life Cycle