Check out our On-Demand Document Queue Training Videos


Accept Document - Basic

Once a document has been sent to the Document Queue, it will appear in the Document Queue listview. To attach the document to a case, click Edit next to the document.On the next page, you can review the contents of the email, Edit the title of the document, Set the Document Type of the document, and Link the document to an existing case.

To Link the document to an existing case, you can either search by Case ID#, or search by the name of the Client and select the correct case. Once you have done so, click Continue.


The Document Queue item will now be processed and linked to the appropriate case. The Document can be found in the Documents listview on the Case profile page of the case.Accept Document - Auto link to case

If “Allow Pre-Linking by ID” has been turned on for the document queue, then it is possible to automatically link a document to a case by including the ID as part of the inbox address.

For example, if the user knows the short ID of the associated case and an inbox has been setup as trainingseries, the user can send an email to trainingseries-1115@[NETWORKNAME].networkninja.com to prelink the item to case with ID 1115.


Decline Document

If a document has been scanned/emailed into the document queue in error, or in duplicate, Document Queue items can be “Declined” by Deleting them.


To Delete a Document Queue Item, click the Delete link next to the item in the Queue.


See Also: