Where do I create a queue?
In the Inbox, select Admin (top right).
Select Queues from the Admin menu on the left.
Select + New.
The Create Queue screen opens.
Note: Only admins can see Admin. If you don’t see it, ask an admin at your practice.
How do I set up the queue?
Enter a Display Name (required). This is the name your team sees.
Leave Active checked so the queue can be used.
Optional: Check Other practices can add to this queue? (see below).
Choose an option in Convert Printed/Uploaded documents in (required).
Choose who can access the queue.
Choose which locations the queue belongs to.
Select Save.
What does each setting do?
Setting | Required? | What it does |
Display Name | Yes | The name of the queue |
Active | No | When checked, the queue can be used. Uncheck it to turn the queue off without deleting it. |
Other practices can add to this queue? | No | Lets other practices send items to this queue |
Convert Printed/Uploaded documents in | Yes | Sets the file format for documents printed or uploaded to this queue |
Share with all users | No | Gives every user in your practice access to the queue |
Available Users | No | Lets you pick which users can access the queue |
Associate this queue with locations | No | Links the queue to one or more of your practice’s locations |
If other practices can add to my queue, can they see what’s in it?
No. Other practices will never be able to see what’s in your queue. They can only send items to it.
Which document conversion option should I choose?
Smart B&W is recommended for most practices.
Option | Best for |
Smart B&W (recommended) | Best balance of file size and clarity |
Black & White | Faxes and text reports (smallest files) |
Grayscale | Black-and-white pictures (medium-sized files) |
Color (256 colors) | Text and reports with color (medium-sized files) |
Color (16 million colors) | Photos (largest files) |
How do I choose who can access the queue?
Under Allow these users access to this queue, do one of the following:
Everyone: Check Share with all users.
Only certain people: Check each user’s name under Available Users. To find someone quickly, type their name in Filter by First or Last Name.
Important: Only users with access to a queue can see the texts, forms, and faxes sent to it.
How do I link the queue to a location?
Under Associate this queue with locations, check each location the queue belongs to, such as Default Location.
Why can’t someone see items in a queue?
They probably aren’t added to that queue. To fix it:
Go to Inbox > Admin (top right) > Queues.
Select the queue.
Check the user’s name under Available Users.
Select Save.
Tip: If your practice has a queue for each location, make sure the user is added to every location queue they need.