Click Analytics in the main menu to see your performance metrics. Processors see: ● Personal processing statistics ● Queue-level metrics for assigned queues ● Time trends for your work Administrators see: ● All queue metrics ● All processor ...
Control who can access which queues: 1. Go to Admin > Users 2. Select a processor 3. Click Manage Queue Access 4. Check the queues they should have access to 5. Save changes Processors only see batches from their assigned queues. Figure: 7 - ...
Processors do the day-to-day document processing work. If you're a processor, you can: ● Upload document batches ● Start processing (classification and extraction) ● Review extracted data and make corrections ● Run validation against loan tape ● ...
Administrators set up and configure the system. If you're an admin, you can: ● Create and configure processing queues ● Add users and assign them to queues ● Define which document types belong to each queue ● Set up extraction fields ● Configure ...
As an administrator: 1. Go to Admin > Queues > Add Queue 2. Enter a name for the queue (e.g., "Equipment Lease Q1 2026") 3. Configure basic settings like processing level (batch or folder) 4. Save the queue After creating the queue, you'll configure: ...