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8 results for tag search

1. Video lesson · Using DocMX

   Tag Search

   Learn how to use tags to find documents quickly. What is a tag? Basic search Tag search options

2. 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 … accordingly. How are tags used? Tags are used for: Tag Search Documents can be found by specifying tag conditions in a document search. Linking documents Document types can be placed

3. Article · Using DocMX

   Documents (search)

   There are three main ways to search for documents. Tag Search Global Search Document ID Search Tag Search Tag search is used to find documents by document type with optional tag filters. Instructions Click on the search icon Click on the tag icon Select the document type This will change the tag options below the search button. Click on the search

4. Video lesson · Using DocMX

   Global Search

   Search across different document types and use common tag values. Basic search Other search options

5. Article · Using DocMX

   Navigation Menus

   to your personal profile, notes and other features depending on the main navigation selection. Main Navigation Options Search Find documents with search filter options. Tag 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

6. Article · Getting Started › Intro to DocMX

   DocMX Glossary

   AP, expense claim, invoice, meeting minutes. Document Search Searching on a specific document type using tags to filter to a specific set of documents. Download Download the file … Export to Excel Export the search grid results to an XLS document. F Family A family is a collection of documents that are automatically linked by specific tags. e.g. The family

7. Article · Getting Started › Intro to DocMX

   What is DocMX

   OUT Search Users can quickly find documents in DocMX using ‘Tag Search’ and ‘Global Search’. Overview Management teams can see an overview of operations from the ‘Control Centres … 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

8. 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 … ”. Select document type After selecting the document type, the tags for the document type will appear. Tag & Index Complete the tags and click on the “Index” button. The document