Front End Workflow

For Administrators and Users:

Bookmarks – Fast-forward to the most relevant parts:

1:00: Overview

2:10: Logging in as the MAILROOM user

5:36: Scanning to the Inbox

6:34: Send to User Mailbox Options (if you scanned to the wrong user)

8:00: Processing your Inbox in etfile

9:18: Workflow Console

10:04: Send to another users from your inbox

10:35: Deleting from inbox

11:48: Creating folders to prioritize and organize your inbox to store documents

12:44: Follow up and Reminder Flags for documents in the inbox

14:00: Options to work with your document before you file

17:49: Annotation Tool

26:30: Create Rubber Stamps

32:55: Transferring data from TAM to the Workflow Console using the AI TAM Toolbar

48:16: Sending Files to the Workspace