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:
● Which document types to expect
● What fields to extract from each
document type
● Validation rules for checking data
accuracy
● Which processors can access this queue
Figure:
3 - Processor Dashboard
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Creating a New Batch
A batch is a group of loan documents you want to process together. To create a batch: 1. Go to Upload > Create Batch 2. Select your queue 3. Give your batch a meaningful name (e.g., "January 2026 Portfolio Review") 4. Choose your upload method ...
What is a Queue?
A queue is a processing pipeline configured for a specific type of work. For example, you might have: ● A "Lease Portfolio" queue for equipment leases ● A "Loan Portfolio" queue for term loans ● A "Client ABC" queue for a specific client's documents ...
Managing Queue Access
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 - ...
Configuring Document Types
For each queue, specify which document types you expect to receive: 1. Go to Queue Settings > Document Types 2. Add document types (e.g., Lease Agreement, Credit Application) 3. Mark each as Required or Optional 4. The AI will be configured to ...
Using Filters
Narrow down your view: ● Status Filter - Show only Pending, Extracted, etc. ● Date Filter - Limit to a specific time range ● Queue Filter - Show only specific queues