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8 results for workflows

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. Article · Getting Started › Essential Knowledge

   Understand your actions

   . 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 tags based on the new document type are added. The document is moved to a location based on the new document type and metadata tags. Note: The workflow needs to be restarted

3. Article · Getting Started › Intro to DocMX

   What is DocMX

   DocMX is an information management and workflow system that allows teams to work smoothly and efficiently together, with the aid of some automation magic running in the background … and approve in the workflow process. (Automation levels vary depending on your system configuration). Simple Information Management 1. DATA IN Documents (any data or reports) can

4. 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, the task will then revert back to Ingrid and the workflow will return to its defined state. Note: Ingrid is able to Boomerang the task to David since both of them have the necessary

5. Article · Getting Started › Intro to DocMX

   DocMX Glossary

   surpassed the time permitted based on policy. Aging Indication of the time the document has been set at a specific stage of a workflow. All-Seeing-Eye The ability for a user to see all … links to another anchor on a different document. Annotation A note that is located on a document. Approval History Timeline of actions taken on a workflow for a specific document

6. Article · Incidents and Health

   Bahrain System Migration – March, 2026

   workflow. All existing data and documents remain safe and fully intact. Impacted Services All services hosted in the Bahrain region. Maintenance Window Estimated Duration: 24

7. 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

8. 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