The Append Route Option

Some of our clients use routing on a purely manual basis, adding people to document routes through the Route Details tab on each document. Other clients use predefined routes (set up in through the Routes tool on the Manage Dashboard) to have appropriate people automatically appear on the Route Details tab of a document. The Append Route option gives you greater flexibility than either of these two methods alone does.

Append Route appears on the document’s Route Detail options menu if certain criteria are met (see KBA-01075):

201607 Append Route optionWhen you select Append Route, you are able to choose a predefined route to be added to your current route:

201607 Route lookup

Reasons to do this can include:

  • You want to add a number of people to the end of the route at a certain point in the life of a document.
  • You want to set up multiple predefined routes for a Doc type and then decide which to use on a document-by-document basis.For example, on a new Meeting Minutes document, you could select which team you want on that particular document. The appropriate people will then appear on the route.
    201607 Route Detail

The Append Route option allows you to select any predefined route for that Doc type, including ones that automatically appear on your document because of the conditions established for the route.

You can also set up predefined routes that are called only through the Append Route option and never automatically applied by the system.

To have a predefined route never be used automatically by the system:

  • Enter 99 in the Priority field in the Rules for Selected Route section:
    201607 Priority 99

Notes

For more information about the Routes tool and predefined routes, see the Focus on Routes guide.