Question: When I “thumbs up” a document, it goes to the next person (Seq) on the route. But what if I want to send it back to the person before
Question: What does it mean to have “proxy permission”? How can I proxy for someone else? Can I proxy for everyone else? Does this proxy permission help move documents that
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
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
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
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
Questions: Video recorded in V23, Power UX;
Questions: (See also VID-X006) Video recorded in V23, Power UX;
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
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
