KBA-01808: Build RouteKBA-01808: Build Route

Questions: What is the Build Route option?  How can I use the Build Route option? Answer: The Build Route option, found on a document’s Route Detail tab, provides shortcuts that

The Proxy PermissionThe Proxy Permission

Question: What does it mean to have “proxy permission”? How do I give someone proxy permission? How can I proxy for someone else? Can I proxy for everyone else? Does

Default Route Status on Manual RoutesDefault Route Status on Manual Routes

Request: 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. Could

September 2019 – The Whys and Hows of Email RoutingSeptember 2019 – The Whys and Hows of Email Routing

Open Google Slides of this Presentation View Recording of this Presentation The Whys and Hows of Email Routing If your company is not yet routing Spitfire documents to project participants

Routing CapabilitiesRouting Capabilities

Access to a document also gives that user access to the Route detail tab on the document and permission to view and edit (“thumbs up”, change status, add a Rsp)

Introduction to RoutingIntroduction to Routing

  Routing documents allows your co-workers and managers the chance to review them. If also allows you to delegate action items to co-workers, subcontractors, or other project contacts. You can

Route Detail TabRoute Detail Tab

Routing is added and accessed through the Route Detail tab that appears on Spitfire documents. Click the Route Detail tab to see routing info or to add a routee. Routing

The Route Detail GridThe Route Detail Grid

The Route Detail grid contains the following information. Seq The sequence number for the routee. To The name and role (if available) of the routee. The To routee can be

Route Status and Routing MethodsRoute Status and Routing Methods

The Route Detail includes the status of the route for each routee. When adding routes, possible statuses are: CC’d The document is a courtesy copy only; no action is required

Route CreationRoute Creation

Routes are automatically generated when you first create a document. Complete the necessary information and save it. The document will appear in your inbox. You are automatically the first routee