Purpose & Scope: Spitfire allows you to reply to documents routed to you by e-mail. As long as the system is still waiting for your response, the inbound e-mail updates
Purpose & Scope: Spitfire allows you to reply to documents routed to you by e-mail. As long as the system is still waiting for your response, the inbound e-mail updates
Question: How can I see what documents are waiting to have emails sent? Answer: A) If you have access to the Admin reports, run the Outbound Email Pending report. Select
Question: The DocTypeConfig rule group (found on the Rules Maintenance tool on the System Admin Dashboard) includes an AutoReroute rule. How does that work? Answer: When AutoReroute is set to 1
Question: How can I automatically remove a document from a user inbox when the document is closed? How can I automatically change the document route when the document status is set to
Question: If my site is set up for inbound email processing, when are replies automatically sent on to the next routee? Answer: sfPMS ALWAYS sets the email route status to ‘Responded‘
Question: How do I remove the option to route via fax from the system? Answer: Go to the Rules Management tool on the System Admin Dashboard. Set the RouteConfig |
Overview: The RouteResponseIsYes rules specify the route response codes that indicate an affirmative response. These rules are used to have the system understand the purpose and usage of Route Response
Question: How and when do the various routing criteria come into play for predefined routes? Answer: Routing rules (used to establish predefined routes through the Routes tool on the Manage
Question: How can I control the format used when a document is printed? How can I control the format used when a document is routed via email or fax? Answer: