VID-X023: Manually Building Routes for Documents
Questions: How can I add one or more people to the document’s Route Detail tab? What are the options available…
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Tag Archive: Routing
VID-X022: Routing Documents
Questions: How do I route a Document in Spitfire? (See also VID-X006) Video recorded on V2023, Power UX;
Adding 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,…
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Tips 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…
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Taking “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…
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Reordering Routes and Attachments
Did You Know? We know that there are reasons you may want to change the order of people on your…
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RespondEchoTo 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,…
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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…
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Global Roles and Predefined Routes
Question: We have a user with a global role of Accounting. Sometimes this person is not included on a document…
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Removing Someone from the Document Route
Question: Some documents have a predefined route, which adds people to the route automatically. Sometimes a person does not need…
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