Routes Overview

The Routes tool on the Manage Dashboard allows you to create predefined routes, which then automatically populate the Route Details tab of certain documents, based on the Doc Type and other conditions. Predefined routes are great time savers and ensure your documents are routed consistently. These routes can also be edited.

Considerations for Predefined Routes
Predefined routes contain two parts:

  1. Details indicating to whom the document will be routed.
  2. Rule criteria used to select which documents will use this route.

What you enter in both the Details for Selected Route and Rules for Selected Route parts together make up your named predefined route.