Doc Attendee Role

Question: When I create a Meeting Minutes document, I’d like my route to include all the Attendees automatically. How would I set that up? 

Answer: You can take advantage of the Doc Attendee role on a predefined route. It is specific to those on the Attendees tab.

  1. At the Routes tool on the Manage Dashboard, click the Add New icon to add a row for a predefined route for the Meeting Minutes Doc type.
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  2. Click the Accept icon to accept the row then click the Expand icon on the Meeting Minutes row to view details.
  3. In the Details For Selected Route section, click the Add New icon to add a row.
  4. If the Signify User icon appears in the User/Role field, click it to toggle to the Signify Role icon.
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  5. Use the lookup or type Doc Attendees then click .
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  6. In the Rules for Selected Route section, click the Add New icon to add a row, then select Meeting Minutes as the Doc Type.
  7. Click the Accept icon on that row, then click the Save icon to save the predefined route.