搜索结果

“intray”的搜索结果：6 条

1. 文章 · 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 … Intray Click on this icon in the left navigation menu to see your Intray. General Dropzone Drop files here for adding documents to your Intray. Intray menu Other Intrays Click

2. 视频课时 · Using DocMX

   How to Index

   Learn how to add documents into DocMX. What is indexing? Indexing from Intray (Batch) indexing from Dropzones Semi-automated indexing

3. 文章 · Getting Started › Essential Knowledge

   Understand your actions

   Document Action What happens Add a document to your intray The document is converted into PDF format, if it is not already in PDF format. The document stays in your intray until you index it or delete it. The document can be edited in your intray before indexing. Index a document The document is added to the DocMX system. It is categorised

4. 文章 · 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 … view on (colour) and off (grey). My Intrays – Intray Selector This is available for users who have access to more than one Intray. Create – Filter Use the filter to reduce

5. 文章 · Common Issues and Fixes

   Manual Uploads for IT Incidents

   is Dropzones? Dropzones provide a way to customise an “upload dashboard” by adding the commonly used document types, automation queues and intrays for your user. For more information about … ” option to quickly open the Dropzones interface. To configure and use Dropzones for the first time, (1) open your intray, then (2) click the Dropzones icon. You can confirm which

6. 文章 · Getting Started › Intro to DocMX

   DocMX Glossary

   information. Initialing Marking a page within a document that its been sighted and agreed to. Intray Location where the users documents preside before being indexed. Allows … intray. Workflow The order of actions on a document from when it is indexed into the system to completing all checks and approvals. X Y Z