Skip to main content

Sage Paperless Construction Help

Vault Queue Configuration

Sage Paperless Construction employs a special "listing" or "inbox" of non-indexed documents called a “Queue”. Queues can be assigned to individual users or to groups of users for gathering and routing documents for further processing.

Vault Settings is where you can add/remove a queue that was created in Global Settings to your current vault, as well as configure the queue for OCR.

Note

For more information on configuring queues to use OCR, see Configure OCR Queues.

Feature

Global Settings

Vault Settings

Permissions Required

System Administrator

System or Vault Administrator

Administrator Access

My Paperless > Global Settings > Queues > Queues

My Paperless > Vault Settings > Queues

Primary Goal

Create, name and manage the key properties of queues and their categories.

Set up an existing queue for use in one particular vault.

Users Access

Assign which users can access and use the queue.

N/A

OCR (if licensed)

Select check box to allow queue to be used for OCR.

Assign specific OCR Workflow and processor.

Note

Only available if queue is flagged for OCR within Global Settings.

Scope

Organization-wide

Current vault only

  1. From My Paperless, click Vault Settings.

  2. In the Vault Settings navigation bar, click Queues.

    The following page displays:

    SageVaultsQueuespage-mh.PNG

  3. Click ADD QUEUE.

    The Add Queues dialog displays and lists the queues that are not assigned to the current vault.

    SageVaultSettings_AddQueuesDialog.png

  4. Select the check box of any queues that you need to assign to the current vault.

  5. Click SAVE.

In this section:

The highest level of document and user organization, you can think of it as a file room to securely store and manage digitized documents.

Technology that extracts data from document images and uses it to input index values. OCR is commonly used for invoice processing to capture vendor details, invoice numbers, dates, totals and purchase orders. Line-level OCR can extract individual line items, including quantities and pricing, to automatically populate coding lines.