<< Click to Display Table of Contents >> You are here: Sage Intacct Paperless Administration > Global Settings > Documents > Document Types > Document Routing |
The DOCUMENT ROUTING tab contains default route subject functionality that once set up, you can reuse it whenever you send out a route and want to use the same subject format. When you have created a default route subject for a specific document type, and add a document associated with that specific document type to a route, the DocRoute™ subject is populated based on what you have configured here.
Important: This tab will not display unless your company has a DocRoute™ license.
1.From My Paperless, click Global Settings.
2.In the Global Settings navigation bar, click Documents.
3.From the Document dropdown, click Document Types.
A Document Types page similar to the following displays:
4.Click the edit icon, , of an existing document type.
The following page displays with the GENERAL tab active:
5.Click the DOCUMENT ROUTING tab.
The following page displays:
6.In the Default DocRoute™ Subject text box, type the subject line you want to display when you route documents with a specific document type.
For example: Please review these invoices for project: @Job Name (where @Job Name is a place holder for the corresponding index value. In this case, a unique project or job name that will systematically populate.)
Note: If you enter text in the Create a Document Route, Subject field before selecting a document, that text will overwrite what was entered in the Default DocRoute™ Subject text box.
7.Click.