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9 results for tasks

1. Article · Getting Started › Essential Knowledge

   Understand workflows & tasks

   Workflows A workflow is a sequence of tasks which begin after a document is indexed. Each document type has its own workflow (unless no checks are required). Example workflows Simple workflow A simple workflow with two user stages. Automated workflow A workflow combining automated and user stages. Tasks User & Automated Tasks Tasks can be actioned by users

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

   This function allows a user to have a task reviewed by someone else, then revert back to the original user after the review. To illustrate, we have Ingrid here get a task. She 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

4. Article · Using DocMX

   Navigation Menus

   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 … selecting one or more documents in the search results. Change the action from the dropdown list and click the button with the action text. My Tasks – Refresh Refresh to see your

5. Article · Getting Started › Intro to DocMX

   What is DocMX

   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 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

6. 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

7. Article · Getting Started › Intro to DocMX

   DocMX Glossary

   This glossary defines common terms that you might see as you are working in DocMX, or throughout our Help Centre. A Action Outcomes of specific tasks. An example action would be ‘Approve’ for a task. Actionable Note A special note added to a document that requires the assigned user to perform an action in order to resolve it. The note may also be cancelled

8. 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

9. Article · Getting Started › Essential Knowledge

   Understand roles & permissions

   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