Creating document queues

1. On the Manage ribbon, in the Records group, click Document Queues.
   The Document Queues - all window appears.

2. Right-click, point to New and then click the type of Document Queue to be created. Select from:
   • Windows Folder - to use a file folder

   • Manage in Place Windows Folder - to use Manage in Place file folder

   • Manage in Place Microsoft 365 - to use Manage in Place Microsoft 365 files

   • Extended MAPI Folder - to use an email folder

   The New Document Queue dialogue box appears.

   NOTE: The options in the following tabs may differ depending on the type of Document Queue you are creating. Enter the details as needed.

3. Complete the document queue details on the General tab - see Document queue General tab
4. Set the defaults to be applied to the documents being checked in on the Records Defaults tab - see Document queue Record Defaults tab.
5. Select the check in options required in the Options tab- see Document queue Options tab
6. For a Windows folder queue, select the options in the Filters tab - see Document queue Filters tab
7. Optionally, set up access controls using the Access Controls tab. See Applying Access Controls to functions.
8. Optionally, write notes about the queue using the Notes tab. See Notes.
9. Click OK.