Preview
Once a routee has been added to the document, and the document has been saved, an icon allows you to preview the routed content that will be sent via e-mail or fax. You can preview only the next routee’s content before you actual send the document on its route.

To preview what will be routed:

  1. On the Route Detail tab, click Get/View Routed Content.

    A message will indicate the files are being collected. When finished, the File Download dialog box may appear.

    Note: If you uncheck Always ask before opening this type of file, the dialog box will not appear.
  2. Click Open. The files will be routed will be listed.
  3. Double-click any file to open it. You can also print the file if necessary.

Post-View
Once the document has been routed to someone, the icon on the routee’s row changes to indicate the content was sent. (Note: The document may need to be refreshed.) Even if new versions of the files are uploaded to the Catalog, the post-view of the routed content always remains the same – a snapshot of what was sent.

To view what was routed:

  1. On the Route Detail tab, click Get/View Routed Content.

    A message will indicate the files are being collected. When finished the File Download dialog box may appear.

    Note: If you uncheck Always ask before opening this type of file, the dialog box will not appear.
  2. Click Open. The files will be routed will be listed.
  3. Double-click any file to open it. You can also print the file if necessary.
Tags:

Related Post

Scanned TimecardsScanned Timecards

Scanned Timecards documents are created by Spitfire’s Batch Upload Tool and usually routed through automated routes to the person responsible for processing the timecards attached to the document.  Dealing with