Overview
The Inbox is the area in Scopevisio Documents Workflow into which all documents are imported that are intended for you to process.
Available menus
The following functions are available in the Inbox:
Menu | Menu Description |
Refresh | Updates the document list in the inbox |
Archive | Adds the selected document (or the selected documents) to an archive. Opens a selection menu with the archives for which you have authorisation |
New | Opens a file selection window that you can use to add documents to the inbox |
Forward | Forwards documents in your inbox to other users |
Delete | Allows you to delete documents in the inbox after a confirmation prompt |
Importing documents into the inbox
You have several options for importing documents into the inbox:
1. drag & drop
You can drag & drop documents directly into the inbox.
Advantages:
No additional tools required
Fast and intuitive operation
Result: "Web client" is displayed in the "Source" column.
2nd "New" button
You can click the New button in the button bar of the inbox.
Procedure:
Click on the New button
A file selection window opens
Select one or more files
What you can do:
Press the Refresh button to see the processing status
During processing, you will see the entry "Unprocessed" in the "Status" column
If you have selected several documents, they will be combined into one process
Result: "Web client" is displayed in the "Source" column
3. assigned by other users
You can have documents assigned to you by colleagues.
Result: The name of the colleague is displayed in the "Source" column.
Share documents within a group
You can share documents in the inbox within a group.
This is how it works:
Forward a document from your inbox to a group
The document becomes visible in the inbox of all group members
The document shows a group marker in the "Group" column
Each member of the group can edit the document further
Behaviour depending on group membership:
Situation | Behaviour |
You are part of the group | The document remains visible in your inbox and is supplemented by the group marker |
You are not part of the group | The document disappears from your inbox (as with normal forwarding) |
ℹ️ Information on group configuration:
Groups are defined in the administration interface in the "Groups" area
You can assign any number of users to a group
A user can be assigned to one or more groups in their settings
4. hotfolder
If the administrator has set up a hotfolder for your inbox, you can drag documents into this directory to have them processed.