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 - Processor Mapping Screen For Queue
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Creating a New Queue
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: ...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 ...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 queuesYour Dashboard
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 ...