If an individual is away for a period of time, another individual with proxy rights to the first individual's DocRoute™ queue can route, release and approve documents. This can be useful if you have an assistant who needs access to documents on your behalf or if you go on vacation and need someone to approve documents in your absence.
Note: DocRoute™ users listed here are entered on the General page. Click here for details.
A populated page resembles the following:
1.From My Paperless, click DocRoute™ Settings.
2.In the DocRoute™ Settings navigation bar, click Proxy Users.
3.Highlight a name in the DocRoute™ Users pane.
4.In the upper right pane, click 
.
The Manage Proxy page displays with a list of users for whom the highlighted individual could be a proxy user:
5.Click appropriate user(s) from the list. As each user name is selected, that name displays in the Selected Users grid.
Note: If you want to select all the names listed, click the check box in the header.
6.Click 
.
The upper pane will populate with the user names selected.
7.In the lower right pane, click .
The Manage Proxy page displays with a list of users, from which to select as proxy user(s) for the highlighted individual:
8.Click appropriate user(s) from the list. As each user name is selected, that name displays in the Selected Users grid.
Note: If you want to select all the names listed, click the open check box in the header.
9.Click .
The lower pane will populate with the user names selected.
10. Follow these steps for any DocRoute™ users for whom proxy users are needed, or to identify users for whom these DocRoute™ users can be proxy users.