Introduction to Routing
Routing documents allows your co-workers and managers the chance to review them. If also allows you to delegate action…
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Exclusively for Spitfire Clients
Routing documents allows your co-workers and managers the chance to review them. If also allows you to delegate action…
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Routing is added and accessed through the Route Detail tab that appears on Spitfire documents. Click the Route Detail tab…
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The Route Detail grid contains the following information. Seq The sequence number for the routee. To The name and role…
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The Route Detail includes the status of the route for each routee. When adding routes, possible statuses are: CC’d The…
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Routes are automatically generated when you first create a document. Complete the necessary information and save it. The document will…
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You can add routees manually, or you can add routees through the Build Routee option. To add a routee manually:…
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The Build Route Option can help you create your route. It provides an easy way to add several routees at…
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The “round trip” choice is for those times you want to route a document to one or more people and…
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Reordering Rows Sometimes the recipients on the Route Detail tab are not in the correct order. You can reorder the…
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There are additional options you can add or change for each routee. The Options menu indicates who added the current…
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