What exactly is a queue in Rossum, and how can you manage queues and documents?
A queue is Rossum’s basic unit that helps you organize documents and manage workflow. You should create a separate Queue for every document type (such as invoices, packing lists, claims, etc.). Within a queue, you can configure custom automation settings. You can also add extensions to improve document workflows when linking up with other systems.
How to create a queue
After your first login, you will be prompted to choose the document type you want to process to create a new queue. To do so, simply select the document category you wish to have in that queue:
However, as you can see, other options are available after custom training. If you need some of those, click on it and request a demo. Our AI experts will show you how Rossum can automate your document processing for the selected document type.
Then, you need to name the queue, specify the workspace, and indicate the origin of the documents. This information is necessary to set the correct rules for the documents.
When you choose one of the regions, Rossum will automatically create your first queue. Now you can import/send documents to it.
If you want to create another queue, follow the steps below:
Click on the “+” sign at the top of the left panel or three-dotted drop-down menu next to the workspace name.
Click the “Add new queue” button.
Select the document type.
Place the queue name, select the Workspace and the documents’ region and click on “Add queue”.
How to rename a queue
Click on the three-dotted drop-down menu visible next to the queue’s name.
Select the ‘Rename’ option.
How to move a queue
If you need to move the queue to a new workspace, you can do so by:
Click on the three-dotted drop-down menu visible next to the queue’s name.
Select the ‘Move’ option.
Then select a workspace you wish to move the queue.
How to duplicate a queue
If you need to duplicate the queue to a new workspace, you can do so by:
Click on the three-dotted drop-down menu visible next to the queue’s name.
Select the ‘duplicate’ option.
Then choose what other settings you want to duplicate to the new queue.
If you want to duplicate a queue assigned to a dedicated engine, please reach out to your Account Manager or support@rossum.ai.
How to delete a queue
Click on the three-dotted drop-down menu visible next to the queue’s name.
Select the ‘Delete’ option.
You can delete a queue even if it contains documents.
When you delete a queue, a warning will appear, asking you to confirm your choice. To proceed, you must check all confirmation options.
