Tag: Routing

You can add routees manually, or you can add routees through the Build Routee option. To add a routee manually: After creating or opening a document, click the Route Detail

The Build Route Option can help you create your route. It provides an easy way to add several routees at the same time. Using the Build Route Option: Open the

The “round trip” choice is for those times you want to route a document to one or more people and then have it come back to you. For this reason

Reordering Rows Sometimes the recipients on the Route Detail tab are not in the correct order. You can reorder the rows through drag-and-drop and by changing the Seq number. sfPMS

There are additional options you can add or change for each routee. The Options menu indicates who added the current routee, when the document was routed, and when the document

Users with proper permission can create predefined routes based on Doc Types and other conditions. If you create a document that has no applicable predefined route, the route first appearing

Replace a Default Route If your company has multiple predefined routes for a specific Doc Type and you do not want the one sfPMS has chosen as your initial route,

There are two checkbox options at the bottom of each document that affect routing. These options apply to the document and not to individual routees. If desired, choose these options