FAQ

Workflow

After I took care of the item in my Action List, I was sent to a new screen that reads, "No values match this search." Is this an error?

This is not the most intuitive message, but it means that you have no other items in your Action List (Cynergy Inbox).

Someone sent me a doc as an FYI, but I don't want to have to open it. Can I clear it directly out of my Action List?

Yes, toward the right side of the action list item, there is s drop-down box, which defaults to NONE. Select FYI from the drop-down, and then click the "take action" button. You can select FYI for multiple items, and then taking action will clear them all.

I'm trying to route a doc and I get an error message that reads, "InvalidActionTakenException: User is not authorized to Route document." Why?

If the doc is not in your Action List, you cannot take any action other than to send an ad hocrequest, reload, close, and in some cases, copy docs.

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FAQ

Workflow