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文章 · 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
文章 · Getting Started › Intro to DocMX
DocMX Glossary
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 … down. Parallel Processing Sending a task two multiple users for approval and they can all approve simultaneously. PDF (Portable Document Format) A digital file format that has
文章 · 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 accordingly. How are tags used? Tags are used for: Tag Search Documents can be found by specifying tag conditions in a document search. Linking documents Document types can be placed