Document Routing

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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.

 

DocumentsMenu

 

3.From the Document dropdown, click Document Types.
 
A Document Types page similar to the following displays:
 
DocumentTypesGrid
 

4.Click the edit icon, Editimage-mh, of an existing document type.
 
The following page displays with the GENERAL tab active:
 
DocumentTypeGeneralTab
 

5.Click the DOCUMENT ROUTING tab.
 
The following page displays:
 
DocumentTypeDocumentRoutingtab
 

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.ClickSavebutton3.