搜尋結果
「Forms」的搜尋結果:5 筆
影片課程單元 · Using DocMX
Create with Forms & Templates
Learn how to create documents using forms and templates. Create with forms Create with templates
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 that index directly into DocMX. Forms Document templates Control Centres See overviews of entities, departments and daily/nightly reports. Reports See customised reports
文章 · Getting Started › Essential Knowledge
Understand your actions
Linking documents Anchors are placed on both documents. Clicking on one anchor will show the other anchor position on the other document. Forms Action What happens Submit
文章 · 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
文章 · Getting Started › Intro to DocMX
DocMX Glossary
is stored (see location). Control Centres Metrics, statistics and graphs detailing specific processes and functions within DocMX. Create Menu item for a list of new forms and documents