Creating a File Route

This entry is part 59 of 60 in the series Focus Guide - Doc Types

To create a File Route from a document:

  1. Access the document will the file you want to route.
  2. On the Attachments tab click Checkin/Checkout and from the pop-up menu select Route This.
  3. On the Confirmation box that appears, click OK. The document will open, and the file will be attached.
  4. On the Route Detail tab, build the route.
  5. When complete, click Save and Send this document.

 

 

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