The Proxy Permission
Question: What does it mean to have “proxy permission”? How do I give someone proxy permission? How can I proxy…
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Tag Archive: Routing
Default 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…
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Looking Up Routees by Email Address
Did You Know? When you need to manually add a person to a document route, you can either use the…
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September 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…
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Routing Capabilities
Access to a document also gives that user access to the Route detail tab on the document and permission to…
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Introduction to Routing
Routing documents allows your co-workers and managers the chance to review them. If also allows you to delegate action…
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Route Detail Tab
Routing is added and accessed through the Route Detail tab that appears on Spitfire documents. Click the Route Detail tab…
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The Route Detail Grid
The Route Detail grid contains the following information. Seq The sequence number for the routee. To The name and role…
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Route 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…
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Route Creation
Routes are automatically generated when you first create a document. Complete the necessary information and save it. The document will…
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