Managing Files in the Routing Queue

The routing queue displays a list of files that:

• Are currently being uploaded to Document
• Were successfully uploaded to Document in the past hour
• Encountered an error during the upload process

If needed, you can sort the list of jobs in the routing queue by clicking the column headers.

Note: If a PDF without a routing sheet is placed in a folder monitored by Document, the system displays a message asking if you want to add the file to Document. If you choose to add the file, the system opens the Add Files window so you can select the location and metadata for the file. If you miss this initial notification about uploading the file to Document, you can still add the file to Document by right-clicking the file in the routing queue, and then selecting Add to Document.

To access and manage files in the routing queue, do the following: 

1. Do one of the following to access the routing queue, depending on which routing queue you are using:

   Common routing queue

   1. Open Dashboard, click on the navigation panel, and then click Settings and defaults under Firm.
   2. Click Document > Common Routing Queue on the navigation panel.

   Local routing queue

   1. Browse to C:\Program Files (x86)\WK\ProSystem fx Suite\Smart Client\OP.
   2. Double-click CCH.Pfx.Document.LocalRoutingService.exe to display the Local Routing Queue () icon in the notification area of your taskbar.
   3. Right-click the Local Routing Queue () icon and select Open Local Routing Queue.

A grid containing information about the current routing jobs displays.

Column	Description
Job ID	Lists the identification number that was automatically assigned to the job by the routing service.
Entity Name	Specifies the entity for which the file is being uploaded to Document.
Source	Specifies whether the file was dropped into the watched folder manually or deposited in the folder by CCH ProSystem fx Scan.
File Name	Lists the name of the file to be uploaded.
Status	Indicates the current status of the file upload.
Date and Time	Indicates the date and time the file was added to the watched folder.
Details	Displays any additional details for the scan job, if any.

2. If needed, filter the list of scan jobs by selecting either My routing jobs or Other users from the list.

Note: You also can click the refresh button to update the list of files in the grid as needed.

3. Do any of the following as needed:

Add a file listed in the routing queue to Document.

1. In the grid, select the file you want to add to Document.
2. Click Add to Document.
3. Complete the Add Files window.Click in the upper-right corner of the window for more assistance, if needed.
4. Click OK.

Delete a file from the routing queue.

1. In the grid, select the check box next to the file you want to delete from the queue.
2. Click Remove Selected File.
3. Click Yes.

Retry routing a file that did not upload successfully previously.

1. In the grid, select a file that displays a Failed status.
2. Click Retry Routing File.
3. Complete the Add Files window.
4. Click OK.

Overwrite or append a newly scanned file to an existing file.

If a newly scanned file is a duplicate of a file that is in the queue, you can choose how the duplication should be handled. You can do any of the following:

• Overwrite the original file. Select the original file, and then click Overwrite. The newly scanned file replaces the original file.
• Add the new file to the end of the existing file. Right-click the original file in the grid, and then select Append the New to the Existing.
• Add the existing file to the end of the new file. Right-click the original file in the grid, and then select Append the Existing to the New.

4. Click OK.