Incoming File/Fax Queue Set-Up and Documentation

File Queue Set-Up

1. From the Control Panel on the left side menu, click on the System chart tab and then click on the Menu Editor sub-tab

2. Click the Add Menu Item link in the right corner

3. Click on the drop-down for Module and select sidemenu

4. Add the Name for the sidemenu item (File Queue)

5. Add the URL - ?f=layout&module=SystemReport&name=IncomingFileQueue&tabmodule=+

6. Add the Target of mainwindow

7. Click on the Tab Order drop downs to set where the New File Q option will be located on the sidemenu

8. Click the checkbox for Show in Webchart

9. Click the “Add” button

10. After a screen refresh, the new sidemenu tab for the File Queue will display

File Queue Documentation

Search

1. Click the Search link in the top right corner of the File Queue sidemenu tab

2. Additional filters display for a user to narrow the search by the available categories

Categories

1. Click the Categories link in the top right corner

2. Click the Add Category link in the top right corner

3. Add a Category description to group by a recipient group/department or other identifier (which allows for filtering within the file queue), instead of remembering a specific number to filter by. Select the Recipient from the drop down and click the “Save” button.

Mappings

1. Click the Mappings link in the top right corner

2. Click the Mapping link in the top right corner

3. Select a Recipient or add a recipient and then select the department that will be mapped. Click the “Save” button.

Grid Options

Edit

1. Click “Edit” button

2. Select a Category and Existing Recipients (file) to move between the two areas, if one needs to be updated. The Subject can also be added/changed. Click the “Save” button.

Delete/Undelete

1. Click “Delete” button or “Undelete” button to change the status of a file item to delete/undelete. Utilize Search to locate any previously deleted files to undelete.

Open File

1. Click Open and the file will open in a new window

Preview File

1. Click Preview and the file will display below

Create Batch

1. Click “Create Batch” button

2. Click “Confirm” button

3. Go to Webscan to then index the batch

Create Batch & Index

1. Click “Create Batch & Index” button

2. The batch is created and instead of going to Webscan, the index page automatically pops up.