In order to have a document leave your Inbox, you must take action on it by changing the route’s status. There is a way to do this whether or not
In order to have a document leave your Inbox, you must take action on it by changing the route’s status. There is a way to do this whether or not
The Inbox Action Bar provides as easy way to remove documents from your Inbox. To access the action bar, click the white space on the document row. To route
You can remove several matching documents from your Inbox all at once. Documents are considered matching if: – They are of the same Doc Type and at the same Seq
You can remove a large number of eligible documents from your Inbox all at once. Documents are considered eligible if: – They are at Seq 1 (of any stage) OR,
Whenever a document is restarted or sent back, the route needs to partially or completely repeat itself. The first time the document is routed. the route is considered to be
Documents are often routed to a routee’s Inbox (ie, via the Web). However, some routees (ex, a subcontractor) might not log into sfPMS often and require an output format of
You can tell a routee’s current Route Via method from the icons (e-mail, fax, or hard copy) on the routee list. Routees without an icon are web routees: documents are
To change a routee’s Route Via method: On the Route Detail tab, open the Options menu of the routee and select Route Via. Select the Route Via option. Click OK. The
Preview Once a routee has been added to the document, and the document has been saved, an icon allows you to preview the routed content that will be sent via
If there is no output version of the document (ie, nothing created from a template) nor any attached files, the preview and post-view content will include only a ReadMe.txt file