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
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,
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
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
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
