KBA-01088: Customizing Document Print and Routing FormatsKBA-01088: Customizing Document Print and Routing Formats

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:

KBA-01423: AutoReroute does not apply a new route on my document. Why not?KBA-01423: AutoReroute does not apply a new route on my document. Why not?

Question: I set up an predefined route for my Doc type and added the DocTypeConfig |  AutoReroute rule (Rule Maintenance tool on the System Admin Dashboard), but my new document‘s route

KBA-01421: How to Configure Routes for Documents on Projects vs. Documents not on ProjectsKBA-01421: How to Configure Routes for Documents on Projects vs. Documents not on Projects

Problem: Can automated (predefined) Routes be created for documents based on whether or not the document has a ProjectID? Solution: Yes.  When creating an predefined Route (through the Routes tool

KBA-01341: Using Source Contact in Predefined RoutesKBA-01341: Using Source Contact in Predefined Routes

Question: What happens if I include the Doc Source Contact role in an predefined route, considering that when a new document is first created, there might be no source contact

KBA-01245: Routing Catalog FilesKBA-01245: Routing Catalog Files

Question: How can I route files in the catalog for approval? Answer: On the System Admin Dashboard Use the Doc Types tool to find and enable the Catalog File Route

KBA-01073: Removing a Routee from a DocumentKBA-01073: Removing a Routee from a Document

Question: How do I remove someone from the document route? Answer: If the Document is still in Seq 1, then the Reset Route option is available on the Document Routing

KBA-01057: The “Destination” choice seems to be missing from the status drop down in the routing grid.KBA-01057: The “Destination” choice seems to be missing from the status drop down in the routing grid.

Question: Why is the Destination choice missing from the status drop down in the routing grid? Answer: Each document can have only a single routee flagged as the document destination.  This