KBA-01913: Adding Routees in Power UXKBA-01913: Adding Routees in Power UX

Did You Know? Whether your document route appears through a predefined route or requires manual entry, Spitfire in Power UX makes it easy to add one or more people to

KBA-01903: Using Doc Source Contact in Predefined RoutesKBA-01903: Using Doc Source Contact in Predefined Routes

Did You Know: One of the special roles available in the Routes tool (found on the Manage Dashboard) is the Doc Source Contact role. This role fills in with whoever

KBA-01884: Templates Based on Route SequencesKBA-01884: Templates Based on Route Sequences

Question: We use an Email Body template to let vendors know when their Pay Requests have been approved. We’d like to send another email (using another Email Body template) when

KBA-01880: Default Route Status on Manual RoutesKBA-01880: Default Route Status on Manual Routes

Question: I know that predefined routes can specify the default route status (Pending, CC’d or Pending Any) for each route row, but we often add routees to documents manually. Is

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