Creating a Smart Queue

A Smart Queue decides what happens to each document. It can sort documents into a Smart Class's categories first, then send each one down a route that extracts fields with a Smart Extract, redacts it with a Smart Redact, or both. You build one in four steps: Start point, Details, Pipeline and Visibility.

What you'll need

• The IntELIEDocs app in your top bar.
• These permissions: IntELIEDocs · SmartQueue - View, IntELIEDocs · SmartQueue - Create.
• The published Smart Extract, Smart Redact or Smart Class the queue will use. With classification, each category needs a different Smart Extract.

If IntELIEDocs isn't in your top bar, your role can't view it or your plan doesn't include it. Ask a workspace administrator, or see Permissions and module visibility.

Steps

1. Start a queue

   In the IntELIEDocs module sidebar, select Smart Queue, then Add New. The header Create menu opens the same page.

2. Pick a starting point

   Under How should this queue handle documents?, choose Extract only, Redact only, Classify and route or Privacy-safe extraction, or Start blank and build the pipeline yourself. A starting point shapes the pipeline but chooses no models. Select Continue.

   

   The Start point step of a new Smart Queue: four cards, Extract only, Redact only, Classify and route and Privacy-safe extraction, each with its stages as chips, and Classify and route selected.

   Enlarge

3. Name it

   On Details, fill in Name (2-100 characters: letters, digits, spaces, _ and -) and Description. Both are required, even for a draft.

4. Build the pipeline

   On Pipeline, answer Classify documents first?, then edit each route to choose its Smart Extract, Smart Redact or both, and set Review. See Changing a Smart Queue's pipeline.

5. Choose who sees it

   On Visibility, switch on Unrestricted / all internal users for everyone in your tenant, or pick the roles, departments, groups or users who may open the queue. See Setting visibility scope.

6. Submit

   Select Submit to publish the queue, or Save as Draft on any step after the first. A greyed-out button says what is missing when you hover it.

What success looks like

• Smart queue created successfully appears and you are back on the list.
• The row shows the classifier under CLASSIFIER NAME, or - for a queue that does not classify, and a STATUS of Active or Passive.
• Selecting its name opens Overview, with Pipeline and Original Access among its tabs.

Changing the starting point

Back returns to earlier steps without losing anything. Picking a different starting point, though, resets the pipeline. If you had already chosen a classifier or a model, Change the starting point? lists what you would lose: select Change starting point to go ahead, or Keep my pipeline. Your details, review setting and visibility stay as they are.

If something goes wrong

Symptom	Likely cause	What to do
Add New is greyed out: You don't have permission to create a Smart Queue.	Your role lacks IntELIEDocs · SmartQueue - Create.	Ask an administrator. See Permissions.
Continue is greyed out.	Nothing is picked on Start point, or Name or Description is empty.	Hover it: it reads Pick a starting point, or start blank. or Enter a name and a description to continue.
Submit is greyed out.	A route has no model, or a route that extracts and redacts has no order.	Finish the routes on Pipeline. A missing model can wait: Save as Draft keeps the queue. A missing order cannot, because even a draft is refused until you choose one.
Each class must have a unique smart extract	Two categories use the same Smart Extract.	Give each category its own, or create another Smart Extract.

Next

• Changing a Smart Queue's pipeline - routes and review in detail.
• Who can see a Smart Queue's originals - for a queue that redacts.
• Orchestrator basics - the tabs and lifecycle it shares.