Adding Contacts on-the-fly in the Route Detail
Request: When manually adding people to a document route, we sometimes want to add someone who isn’t in our Contacts….
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Exclusively for Spitfire Clients
Request: When manually adding people to a document route, we sometimes want to add someone who isn’t in our Contacts….
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Did You Know? While some of you who create predefined routes know the basics of how to add and edit…
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Access to a document also gives that user access to the Route detail tab on the document and permission to…
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Routing documents allows your co-workers and managers the chance to review them. If also allows you to delegate action…
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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 contains the following information. Seq The sequence number for the routee. To The name and role…
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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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Routes are automatically generated when you first create a document. Complete the necessary information and save it. The document will…
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You can add routees manually, or you can add routees through the Build Routee option. To add a routee manually:…
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The Build Route Option can help you create your route. It provides an easy way to add several routees at…
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