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Essential Knowledge

Essential Knowledge

Understand "your actions", "roles & permissions", "workflows & tasks" and "tags".

Understand your actions

What happens when you perform actions in documents, forms, workflows and notifications?
Understand roles & permissions

How do roles and permissions affect a user's access to a document type?
Understand workflows & tasks

What are workflows, tasks, automated tasks, task approval types and task actions?
Understand tags

What are tags? How are they set and used in DocMX?