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pVault® Help

Navigation: Administration > Queues

Adding a User Queue

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1.From the ribbon toolbar, click Administration.

2.Click the Queues dropdown, Retrieve Tab - Queue - 48x48 - Light Version.

3.Click Queues.
 
Queuesdropdown-mh
 
A Queues window similar to the following displays:
 
Queueswindow-mh
 
Note that there is a Filter text field where you can start to enter a queue to narrow the list.
 

4.Start typing in the Filter field to narrow the list similar to the following:
 
QueueswindowFilterfieldactive-mh
 
Not only can you filter on the Name column entries, but you can also filter on the Description and Status column entries too.

 

5.Click Add Queue.
 
The Queue Properties window similar to the following displays with the General tab active:
 
QueuePropertiesGeneralTab

 

6.In the Name field, enter the name of the new queue.

7.In the Description text box, enter a description of the new queue.

8.In the Owner field, use the dropdown to assign a pVault® user as the principal "owner".
 
Note:  This is an optional field used for reporting purposes only.
 

9.Click Active to indicate the queue is active in the pVault® system.

10. Click OCR to associate the appropriate OCR Workflow. For additional information, click here.

11. Click APFlow™ to have the queue display in the APFlow™ module.

12. Click Import to identify an import queue, for use with barcode imports.

13. Click the Vaults tab.
 

A window similar to the following displays:
 
QueuePropertiesVaultTab

 

14. In the Assigned column, click to select the vault(s) to which this new user queue should have access.

15. In the OCR Workflow column, click in the row to view the dropdown. From the dropdown, select the OCR workflow to which the new user queue should have access.

16. In the OCR Default Processor column, click in the row to view the dropdown. From the dropdown, select the default processor to whom POCR invoices should be systematically routed.
 
QueuePropertiesVaulttabOCRDefaultProcessorcolumndropdown-mh
 

17. Click the Users tab.
 

A window similar to the following displays:
 
QueuePropertiesUsersTab

 

18. In the Available pane, scroll through the users who should have access to this queue.

19. Click the SelectFileGreenArrowButtonSmall  icon to move the names to the Assigned pane.

 

20. If no pVault® Web Application license, skip to step 19 to save the new queue.

If a pVault® Web Application license was purchased, continue with step 16.
 

21. Click the Web Users tab.
 

A window similar to the following displays:
 
QueuePropertiesWebUsers

 

22. In the Available pane, scroll through the web users who should have access to this queue.

23. Click the SelectFileGreenArrowButtonSmall  icon to move the names to the Assigned pane.

24. Click Save to save the new queue.

 

 

Version 2024.01.36 1/30/2025
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