With the pending bin, you can upload your documents to Edi without worrying about sorting them right away. You can easily access them later and archive them in the appropriate folders at your convenience.
Whether you are a busy executive who needs to delegate the task of organizing your documents to your assistant, or a scanner operator who prefers to upload in bulk and sort in batches, the pending bin is the perfect solution for you.
Step-By-Step Guide
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Access the Pending Bin from any page in Edi.
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Click Access to Bin to determine users who will have access to your bin.
*Pro Tip: If you delegate file archiving to an assistant or colleague, share the bin with them. People with access to your bin will be able to view all the files in your bin and place them where they belong. -
You will also be able to see which bins you have access to. You will be able to view all the files in a person’s bin and archive them.
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Now that you have your access levels set, let’s upload some documents by dragging and dropping from your computer.
*You can log out/log back in and the documents will still be there. -
You can preview files, transfer files, rename and delete them by clicking the three dots in the end.
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Select file > Click transfer > Search for record and folder you want to archive the file.
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You can also be in a record folder click New > From pending bin> and select files
9. All set! Don't let your pending bin accumulate. An empty bin makes a happy bin!