Route One Document via the Inbox Action Bar

This entry is part 17 of 27 in the series Focus Guide - Routes

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.

 

 

 

Series Navigation<< Removing a Document from Your InboxRouting Matching Documents >>