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 the white space on the document row.


To route a document from the Action Bar:

  1. Click the white space next on the document row to access the Action Bar.
  2. (optional) Select a Route Status from the first drop-down list.
  3. (optional) Select a Rsp status from the second drop-down list.
  4. (optional) Include a Note in the text field.
  5. Click Save and Send this document. If you have not selected a route Status, it will change to Responded automatically.