Assigning or Moving Documents to a Work Queue

To assign one or more documents to one or more users or groups, select one or more documents from your results grid, and then select the Send to Work Queue menu item from the File menu.

Note

When assigning a document to a Work Queue from the Work Queue, select the Copy to Queue menu item from the Work Queue menu instead.

To move documents from your Work Queue to another user or group, select the Move to Queue menu item from the Work Queue menu.

Documents are grouped by document type. You can choose one or more users or groups to assign each document group if your administrator has provided you with permission to assign to other users and groups. Selecting the Send to My Queue checkbox will send the document group to only your Work Queue.

You can choose to set an expiration on the selected documents. Each expired document will be automatically removed from the Work Queue. You may be limited on how long a document can exist in the Work Queue.

After confirming your selections, select the button. The documents will be sent to the user(s) and/or group(s) selected. When moving one or more documents, the documents will be removed from your Work Queue.

Assigning Documents to the Work Queue