The Documents tab allows you to manage your site's document queue and document templates. From this tab, you can route documents from your inbox to a case or create new document inboxes. You can also create and manage document templates.
Document Queue is a feature that allows you to scan documents or send email attachments directly in to Collaborate. Document Templates is a feature that allows you to populate case or service data onto a form template.
Sidebar Actions
Document Queue Settings
You can click Document Queue Settings in order to add new inboxes, allow change document pre-linking configuration, or update your document queue security settings.
Add Document Template
You can click Add Document Template to start the document template creation process.
Document Listviews
The Document tab has 3 listviews available:
Document Queue
The Document Queue listview displays a list of scanned or emailed documents that have been sent to Collaborate via a network/email enabled scanner or via email. The list view displays the following information about each document:
- The Inbox name and the Inbox Address the document has been sent to
- The person who sent the document
- The subject of the email or scanned document
- The date and time the document was Processed at
- The date and time the document was Received on
The listview also gives you the ability to Edit or Delete the document in the queue by clicking the desired action name.
- Edit allows you to link the document to a case and provide some additional details about the document.
- Delete allows you to delete the document and related message for the system.
- Warning: You cannot undo the delete action
Document Templates
The Document Templates listview displays a list of templates that have been setup for use by your site. The information displayed includes:
- Title - The name of the template. Clicking on Title will take you to the template where you can view/edit information about the template.
- Primary Data Source - The main source of the fields used in the report
- Created By - The user who created the template
- Create At - The data and time the user created the template
Network Document Templates
The Network Document Templates listview displays a list of templates that have been created for use by all sites in the Network. The information displayed includes:
- Title - The name of the template. Clicking on Title will take you to the template where you can view/edit information about the template.
- Primary Data Source - The main source of the fields used in the report
- Created By - The user who created the template
- Create At - The data and time the user created the template
