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
Each queue has its own
document types, extraction fields, and validation rules.
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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: ...
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
Your 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 ...