Summary of document queue statuses and button actions

The Letters > Document Queue screen shows an up-to-date list of the documents that you have requested. System administrators can also see everybody else's documents.

Document queue statuses

The following table lists the various document statuses, and the actions allowed for each status. Note that Edit in MS Word, Download, Check In, Undo Check Out, View and Show apply only to documents that are stored in the NEC Document Management repository.

If a document is emailed, and the email has attachments (other than the document itself) you can view these by expanding the control in the Job Type column and choosing one of the files from the list.

Document statuses and allowable actions

Status

Meaning

Allowed actions

Requesting

The document is being added to the queue.

Remove

Requested

The document is in the queue.

Remove

Prioritise

Merging Document

The document is being produced.

Remove

Awaiting Preview

The document has been produced and is now waiting to be previewed.

Remove

Download

Preview

Preview In Browser

Preview Complete

View

Show

Preview Approved

The document has been previewed.

Remove

Awaiting Edit

The document has been produced and is now waiting to be edited.

Remove

Download

Edit in MS Word

Edit Complete

View

Show

Reject

Awaiting Auto Edit

The document has been produced and automatically opened for editing in either the online Document Editor or Microsoft Word.

The Document Editor will always be used if your authority is using the NEC Communications Suite.

Remove

Download

Edit in MS Word

Edit Complete

View

Show

Checked Out

The document has been checked out of the NEC Document Management repository and downloaded for editing.

Remove

Undo Check Out

Check In

View

Show

Edited

The document has been checked back in to the NEC Document Management repository after editing.

You may decide to edit it some more or confirm that editing is complete.

Remove

Preview

Preview In Browser

Download

Edit in MS Word

Edit Complete

View

Show

Edit Complete

No further editing is required; the processing of the document can continue.

Remove

View

Show

Awaiting Authorisation

The document has been produced and is now waiting to be authorised.

Authorising users are notified accordingly, and may be able to edit the document (if the template allows).

Remove

Preview

Preview In Browser

Download

Edit in MS Word

Edit Complete

Approve

View

Show

Reject

Authorisation Approved

The document has been approved as authorised.

 

Authorisation Rejected

The document has been rejected as unauthorised.

The requesting user is notified accordingly, and may be able to edit the document (if the template allows).

Remove

Preview

Preview In Browser

Download

Edit in MS Word

Edit Complete

View

Show

Ready For Output

The document is ready to be printed, emailed or filed.

 

Awaiting Release

The document is ready to be emailed or printed, but is waiting for a user to manually release it.

Remove

View

Show

Prioritise

Release

Awaiting Send

The document is ready to be emailed, but has been purposely delayed.

Send Immediately

Prioritise

Print

The document has been sent to a central printer.

Remove

View

Show

Print Local

The document has been produced and is now held in the document queue while waiting for a user to release it to a local printer.

Click Print to print the document at the default local printer.

Remove

Print

View

Show

Print Local Auto

The document has been produced and is now held by the NEC DM Enterprise Desktop Integration (EDI) application while waiting for a user to release it to a local printer.

 

Emailing

The document has been sent to the mail server.

Remove

Saving To File

The document is being filed; that is, saved as a PDF.

 

Checking

The document has been printed, emailed or filed, and the application is being updated accordingly.

Remove

View

Show

Completed

The document has been printed, emailed or filed.

The requesting user is notified accordingly.

View

Show

Invalid Output Option

Something has gone wrong during the final stages of printing, emailing or filing.

 

Error (DP)

A persistent or intractable error is preventing the document being produced or distributed.

The requesting user is notified accordingly.

You can click the status to view an error message.

Retry

Remove

Removing

As requested, the document is being removed from the queue.

 

Removed

The document has been removed from the queue.

 

Button actions

When you select a document in the queue, by ticking the checkbox at the start of its row, ASSURE stops processing the document and one or more buttons become available, depending on the document's status.

The following table describes the action of each button, and shows in which document statuses it is applicable.

Actions on documents

Action

Document status

What it does

Retry

Error (DP)

Forces ASSURE to re-process the document.

Send Immediately

Awaiting Send

Emails the document immediately, if waiting to be sent.

Remove

Requesting

Requested

Merging Document

Awaiting Authorisation

Authorisation Rejected

Awaiting Preview

Preview Approved

Awaiting Edit

Awaiting Auto Edit

Checked Out

Edited

Edit Complete

Print Local

Emailing

Print

Checking

Completed

Error (DP)

Removes one or more selected documents from the queue. You are prompted to provide a reason for the removal, but this is optional.

The document is still listed but no further processing is possible.

If the document is already stored in the NEC Document Management repository, you are reminded that removing it will also delete it from the repository.

Preview

Awaiting Authorisation

Authorisation Rejected

Awaiting Preview

Edited

Downloads a PDF of the document to your device.

Preview In Browser

Awaiting Authorisation

Authorisation Rejected

Awaiting Preview

Edited

Opens a PDF of the document in the online Document Editor (and also downloads it to your device).

This button is available only with the NEC Communications Suite.

Preview Complete

Awaiting Preview

Allows the processing of the document to continue after previewing.

Print

Print Local

Prints the selected document at the default local printer. If no default printer is defined, a standard Print dialog appears.

Download

Awaiting Edit

Awaiting Auto Edit

Awaiting Authorisation

Authorisation Rejected

Awaiting Preview

Checks out and downloads the document from the NEC Document Management repository.

Edit in MS Word

Awaiting Edit

Awaiting Auto Edit

Awaiting Authorisation

Authorisation Rejected

Awaiting Preview

Checks out and downloads the document from the NEC Document Management repository, and opens it in Microsoft Word if NEC DM Enterprise Desktop Integration (EDI) is installed.

Check In

Checked Out

Checks the document back in to the NEC Document Management repository, saving any changes that have been made.

Undo Check Out

Checked Out

Checks the document back in to the NEC Document Management repository, discarding any changes that have been made.

Edit Complete

Edited

Awaiting Auto Edit

Awaiting Authorisation

Authorisation Rejected

Tells ASSURE that the document has been edited (or does not require editing) and that processing can continue.

View

Authorisation Rejected

Awaiting Edit

Awaiting Auto Edit

Checked Out

Edited

Edit Complete

Print Local

Print

Checking

Completed

Finds the selected document within the NEC Document Management repository.

Show

Authorisation Rejected

Awaiting Edit

Awaiting Auto Edit

Checked Out

Edited

Edit Complete

Print Local

Print

Checking

Completed

Finds the selected document within the NEC Document Management repository, and any other related documents (for example, those relating to the same application or licence).

Prioritise

Requested

Awaiting Send

Moves the document to the top of the queue.

This feature requires the System Administrator role.

Approve

Awaiting Authorisation

Awaiting Edit

Edited

Approves the document.

Reject

Awaiting Authorisation

Awaiting Edit

Edited

Rejects the document.

When rejecting an authorisation, you must first type a reason in the Reject Reason box.

Release

Awaiting Release

Releases the document so it can be emailed or printed.