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
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.
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 |
|
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 to print the document at the default local printer. |
Remove 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
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 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 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 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 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.
|
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. |