Removing a Document from Your Inbox
In order to have a document leave your Inbox, you must take action on it by changing the route’s status….
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Tag Archive: Routing
Route One Document via the Inbox Action Bar
The Inbox Action Bar provides as easy way to remove documents from your Inbox. To access the action bar, click…
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Routing Matching Documents
You can remove several matching documents from your Inbox all at once. Documents are considered matching if: – They are…
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Routing All Eligible Documents
You can remove a large number of eligible documents from your Inbox all at once. Documents are considered eligible if:…
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Stages in a Route
Whenever a document is restarted or sent back, the route needs to partially or completely repeat itself. The first time…
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Documents Routed via E-mail, or Hard Copy
Documents are often routed to a routee’s Inbox (ie, via the Web). However, some routees (ex, a subcontractor) might not…
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Current Routing Method
You can tell a routee’s current Route Via method from the icons (e-mail, fax, or hard copy) on the routee…
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Changing a Routee’s Route Via Method
To change a routee’s Route Via method: On the Route Detail tab, open the Options menu of the routee and select…
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Viewing Routed Content
Preview Once a routee has been added to the document, and the document has been saved, an icon allows you…
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What Gets Routed
If there is no output version of the document (ie, nothing created from a template) nor any attached files, the…
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