Reordering Rows Sometimes the recipients on the Route Detail tab are not in the correct order. You can reorder the rows through drag-and-drop and by changing the Seq number. sfPMS
Reordering Rows Sometimes the recipients on the Route Detail tab are not in the correct order. You can reorder the rows through drag-and-drop and by changing the Seq number. sfPMS
There are additional options you can add or change for each routee. The Options menu indicates who added the current routee, when the document was routed, and when the document
Users with proper permission can create predefined routes based on Doc Types and other conditions. If you create a document that has no applicable predefined route, the route first appearing
Replace a Default Route If your company has multiple predefined routes for a specific Doc Type and you do not want the one sfPMS has chosen as your initial route,
There are two checkbox options at the bottom of each document that affect routing. These options apply to the document and not to individual routees. If desired, choose these options
Whether you create a document, a document has been routed to you by the person who created the document, by the person before you on the routing sequence, or through
You can open and review any document in your Inbox; however, you might not be allowed to see all the routees in a document’s route. If you were designated a
In order to have a document leave your Inbox, you must take action on it by changing the route’s status. There is a way to do this whether or not
The Inbox Action Bar provides as easy way to remove documents from your Inbox. To access the action bar, click the white space on the document row. To route
You can remove several matching documents from your Inbox all at once. Documents are considered matching if: – They are of the same Doc Type and at the same Seq