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10 results for tags

1. 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

2. Video lesson · Using DocMX

   Tag Search

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

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. Article · Using DocMX

   Navigation Menus

   There are two navigation menus. Main Navigation Menu Situated on the left-hand side and provides access to most features. User Menu Situated on the top right and provides access 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

5. Video lesson · Using DocMX

   Global Search

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

6. 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. The workflow starts (if a workflow exists for the document type). Change document type It is categorised under a different document type. All previous tags are removed. New

7. Article · Getting Started › Intro to DocMX

   What is DocMX

   Web App (File upload or form submission) DocMX Virtual Printer Scanners Emails Outlook Add-in 2. DATA CAPTURE & TAGS Tags can be completed automatically or entered by the user. Automated User A machine captures the text and completes the tags. A user completes the tags in the DocMX Web App or Outlook Add-in. 3. WORKFLOW & TASKS Workflows

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

9. Article · Getting Started › Intro to DocMX

   DocMX Glossary

   Approve To action multiple tasks at the same time with the same action type. Bulk Update Update the tag information to multiple documents at the same time. C Calculation A trigger type … additional data will be retrieved. This is generally 3rd party lookups but can also be simple lists. Date Picker A tag type or question that only allows a selection for a date. Delete

10. 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