Queues

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Queues

The Sage Intacct Paperless system uses a special "listing" or "inbox" of non-indexed documents called a "Queue". Queues can be assigned to individual users or to groups of users for gathering and routing documents for further processing.

 

 

1.From My Paperless, click Vault Settings.

2.In the Vault Settings navigation bar, click Queues.
 
A page similar to the following displays:
 
VaultsQueuespage-mh

 

3.Click AddQueuesButton.
 
The Add Queues dialog box displays listing queues not assigned to the current vault:
 
VaultsQueuesAddQueuesdialog-mh
 

4.Click the check box of any queues listed that you need to assign to the current vault.

5.Click Savebutton3.

 

For details on Queues with OCR Workflow Settings, click here.