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:
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:
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
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
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
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
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
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