Editing Routee Rows
Reordering Rows Sometimes the recipients on the Route Detail tab are not in the correct order. You can reorder the…
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Documentation
Routee Options
There are additional options you can add or change for each routee. The Options menu indicates who added the current…
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Initial Route
Users with proper permission can create predefined routes based on Doc Types and other conditions. If you create a document…
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Route Options for Predefined Routes
Replace a Default Route If your company has multiple predefined routes for a specific Doc Type and you do not…
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Additional Document Routing Options
There are two checkbox options at the bottom of each document that affect routing. These options apply to the document…
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Documents in Your Inbox
Whether you create a document, a document has been routed to you by the person who created the document, by…
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Actions on a Routed Document
You can open and review any document in your Inbox; however, you might not be allowed to see all the…
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Removing a Document from Your Inbox
In order to have a document leave your Inbox, you must take action on it by changing the route’s status….
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Route One Document via the Inbox Action Bar
The Inbox Action Bar provides as easy way to remove documents from your Inbox. To access the action bar, click…
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Routing Matching Documents
You can remove several matching documents from your Inbox all at once. Documents are considered matching if: – They are…
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