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General guide to setting up document types, queues and rules for a new or existing department.

  1. Setup Queues - There must be at least two "Active" queues in the system before being able to setup a document type.  There must be at least one queue with the "Queue Type" of Indexing, prior to being able to setup any document types.
  2. Setup Document Types - A document type must have indexes attached to it, and be active,  before being able to use it inside the system.
  3. Setup Queue Rules - This is an optional step, but is recommended to enhance system automation.
  4. Test, Test, Test.... Make sure queues, document types, and rules are behaving as expected.  Try and streamline any processes that seem illogical.

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