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9 results for task approval types

1. Article · Getting Started › Essential Knowledge

   Understand workflows & tasks

   automatic but helps users to complete tasks quicker. Task approval types There are three ways to set up a user task which will decide when the task is completed, so the document can move forward to the next stage of the workflow. Anyone can action A task is assigned to one or many users, based on one or multiple roles. Only one user is required to approve

2. Video lesson · Using DocMX

   How to Approve a Task

   Learn how to open and approve tasks. How to open a task How to review and approve a task Open a task through search

3. Article · Using DocMX

   Boomerang Task

   needs help in reviewing it before she approves it. By using this function, she’s able to loop-in David temporarily (who is outside the workflow) to review the task. Once reviewed … Boomerang Task from the list. A new pop-box on the UI will appear for the Boomerang Task Configure the Return Date. Type-in/Select available users from the list. Once configured

4. Article · Getting Started › Essential Knowledge

   Understand roles & permissions

   type. 2 keys are required to open a document A user can only access a document if the user has access to both the location and document type. Other roles Approval Users with approval roles receive tasks as part of the workflow process. Non-approval Non-approval roles allow users to view documents. Form Form roles allow users to complete forms

5. 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

6. 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 … locations and document types a user has access to, and whether the user is an approver. Role Approval Anyone within a role can approve the task but if there are multiple roles

7. Article · Getting Started › Essential Knowledge

   Understand tags

   . Users Users can set tags when indexing a document or when they receive a task. Automation Automated processes can read documents, decide which text is important and set 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

8. Article · Getting Started › Intro to DocMX

   What is DocMX

   start and tasks are assigned as soon as a document is indexed. Automated User Methods Tasks meeting certain conditions are approved. Checks are made and warnings are added to highlight possible issues for users to see before approving. Pending tasks are monitored and aging tasks are highlighted in ‘My Tasks’. Tasks are reassigned when a user has turned

9. Article · Using DocMX

   Documents (search)

   menu: Document Details Approval History Actions Restart Workflow, Delete Document, Archive Document, Edit Pages Document Revisions Share Document Filter results Select … 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