In addition to clicking on Queues in the Retrieve navigation bar dropdown, you can also add documents to queues through:
1.From My Paperless, click Retrieve.
2.From the Retrieve navigation bar dropdown, click Queues.
A page similar to the following displays:
The Queue Sidebar resembles the following:
Note: For details on the OCR icons, click here.
Edit Queue Sidebar Entries
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Click this check box to display the document. Unchecked, No Document Selected displays in the document pane. |
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Click this icon to edit the document name. When you click this icon, the Save and Edit icons display. |
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After editing the document name, click this icon to save your changes. |
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After editing the document name, click this icon if you do not want to save your changes. |
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After clicking the edit icon, |
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This column identifies the queue. In this example, Morgan Carlisle's queue. |
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The first portion of this column provides document information such as the date and time stamp, document identification number and class. |
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This next portion of this column identifies the OCR status. In this example, the red circle indicates the required information is missing from the "reading" of the document. Note: For details on the OCR status icons, click here. |
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This is the OCR Learn icon. It displays with documents in either an OCR red or OCR green status. Note: For details on the OCR Learn icon, click here. |
Add To Queue
1.Click the Add to Queue icon, 
, located at the bottom of the User Queue section.
A page similar to the following displays:
2.Select any or all documents to be added to the queue.
3.Click the User Queue section Refresh icon, 
, to display the added document(s).
Push To Queue
You can bring documents directly into your queue. Documents are systematically brought in to your "My Queue" unless you have specifically directed documents to go into different queue(s).
Important: No one has access to your "My Queue" documents.
1.Click the Push To Queue icon, 
, located at the bottom of the User Queue section.
A Push to Queue dialog box similar to the following displays:
2.If the information is incorrect in any field, use the field dropdowns to revise the information.
3.Click 
.
The selected document(s) will display in the identified User Queue.
Delete From Queue
1.Click to select the document that you want to delete in the User Queues section.
2.Click the Delete from Queue icon, 
, located at the bottom of the User Queue section..
The following Delete From Queue prompt displays:
3.If the selected document should indeed be deleted, click DELETE.
If the document was selected in error, click CANCEL.
Add as a Hot Document
You can identify a document in your queue as a hot document.
1.In the User Queues section, click to select the document that you want to add as a hot document.
2.Once selected, click the Add as hot document icon, 
, located at the bottom of the User Queue section.
The following Add as hot document prompt displays:
3.If the selected document should indeed be added as a hot document, click ADD.
If the document was selected in error, click CANCEL.
Route*
*This functionality only displays if DocRoute™ is licensed and the current user has Processor or Supervisor permissions to DocRoute™.
1.Click to select the document(s) that you want to route.
2.Click the Route icon, 
, located at the bottom of the User Queue section.
A Create a Document Route dialog box displays.
The document you selected displays in the Documents to Route grid.
3.In the Subject field, enter an appropriate subject topic. For example: Bertram Dam Project Invoices
4.In the Body text field, enter directions to the route recipients. For example: Review and approve the attached project invoice.
5.Depending on the importance of the route, click the Important check box. This functions as a flag for greater visibility to those individuals to whom the document is routed. Otherwise, leave the check box blank. This is the default.
6.Click 
.
The Add Recipients to Route page displays:
7.In the Paperless Users grid, click those individuals to whom the documents should be routed for review and approval.
The populated Add Recipients to Route page may resemble the following:
Note: When you hover over the Sequence column entries, an up/down option will display to aid in making changes to the sequence numbers.
8.Click 
.
The partially completed Create a Document Route dialog box displays:
9.If a previously created route template applies to this route, click 
.
The Choose Route Templates page similar to the following will display:
10. Your Reviewer Assignment for your route could resemble the following:
11. Click .
A partially completed Create a Document Route page displays:
Important: For the individuals to whom you are routing to receive a notification (by email or telephone) that a route has occurred, an event must be set up on each individual for every route. Otherwise, there will be an entry in that individual's queue. The same reviewer can display more than once in your route. When the route template was created, specific reviewers were identified and route sequences assigned. Those reviewers with their route sequences will systematically display. If you manually add the same reviewer with a different route sequence outside the route template to this route, that reviewer will display twice--based on the order of their route sequences.
Your Reviewer Assignment for your route could resemble the following:
12. Click .
A completed Create a Document Route page displays:
Important: For the individuals to whom you are routing to receive a notification (by email or telephone) that a route has occurred, an event must be set up on each individual for every route. Otherwise, there will be an entry in that individual's queue.
13. Should you need to locate additional documents to be included in the route, click the search icon, 
in the Documents to Route grid
An Add Documents to Route page displays with the CRITERIA tab active:
14. In the Keyword field, enter any appropriate keywords that would help to narrow your search.
15. Click the EXPAND SEARCH dropdown arrow to display the Basic Search options fields.
16. The Criteria radio button in the Search Options field is selected by default. if you would like to narrow your search to Specific Documents, click that radio button.
Note: If you select Specific Documents as your search option, your Basic Search options are reduced to the Document Id field. In this field you can enter specific identification numbers or leave the field blank to include all.
17. In the Document Type(s) field, use the dropdown to search for document type(s) to add to the current route.
If using several index criteria in the search, the option of And / Or is available.
AND allows the combination of several index criteria in the search. All index criteria must be met to return a result.
OR will allow any one of the index criteria to return a result.
18. When you click in the Indexed by User(s) field, all users assigned to the current vault will display in the field dropdown. You can scroll through the list or start typing the user's name to populate the field. If you do not know which user indexed the document(s) you are searching for, leave this field blank.
19. In the Indexed fields, click the calendar icons to select the dates.
20. For the Types to be included in the search, click the All, Archive or Production radio button. The Production radio button is clicked by default.
21. Click 
.
An Add Documents to Route page displays with the RESULTS tab active listing all documents that met the entered criteria:
22. Select any document(s) to be included in the route.
23. Click .
The Create a Document Route page redisplays with all areas populated:
24. Click 
.
Split Document Pages
If you added a document to the queue that needs to be split, you can perform that function here.
1.Click to select the document that you want to split.
2.Click the Split Document Pages icon, 
, located at the bottom of the User Queue section.
•Click here for details.