Manually Adding Routees by Email AddressManually Adding Routees by Email Address

Did You Know? When you need to manually add one or more people to a document route, you can either use the lookup icon to find each person by name,

Adding Route Contacts On-the-FlyAdding Route Contacts On-the-Fly

Did You Know? If you have the SYS| Can Add Contact on the Fly capability in one of your roles, you can add a new Contact to the system directly

Tips for the Predefined Routes ToolTips for the Predefined Routes Tool

Did You Know? There is more to the Routes tool (found on the Manage Dashboard) than just adding and editing simple predefined routes. Once you know the basics, consider the

Taking “No Action” on a Pending Any Route RowTaking “No Action” on a Pending Any Route Row

Question: I am sometimes part of a “Pending Any” group on a route. I know that once someone on the group routes (thumbs up) the document, the document will leave

Reordering Routes and AttachmentsReordering Routes and Attachments

Did You Know? We know that there are reasons you may want to change the order of people on your route rows or the order of files on your Attachments

RespondEchoTo Rule to Copy Route ResponseRespondEchoTo Rule to Copy Route Response

Question: We encourage our users to take advantage of the Rsp field on the Route Detail tab for short messages, and we know that when people reply to our outgoing

What is the AutoAcceptRoute Predefined Route?What is the AutoAcceptRoute Predefined Route?

Did You Know? By default, whoever creates a Spitfire document appears as Seq 1 on that document’s route, so that document appears in his or her Inbox, even if it

Global Roles and Predefined RoutesGlobal Roles and Predefined Routes

Question: We have a user with a global role of Accounting. Sometimes this person is not included on a document route even though the predefined route includes the role of