This is where you can go to create route templates. If you are routing similar documents to the same individuals, creating and using route templates can help get those documents out for review and approval more quickly.
1.From My Paperless, click APFlow™ Settings.
2.In the APFlow™ Settings navigation bar, click Route Templates.
The following page displays:
3.Click 
.
The Create A New Template page displays:
4.In the Name field, enter a name for the route template. For example: Bertram Dam Project Invoice Approval
5.In the Description field, enter a description of the template. For example: Approving invoices for the Bertram Dam project.
6.If this newly created template should be available for all users in the active vault, click the Public check box.
If this newly created template should only be available to the individual who created it, leave the Public check box blank.
7.The Active check box is selected by default. If the route template is not active for whatever reason, click to remove the checkmark in the Active check box.
8.Click 
.
The following dialog box displays:
9.Review the reviewers/approvers listed in the Paperless Users grid.
Note: Use the 
that displays to identify "favorites". Any Paperless User identified as a "favorite" will display at the beginning of the list. Use your "favorites" to identify those individuals to whom you routinely route documents for review.
10. Click to select those appropriate for the document(s) being routed.
11. Click 
.
The completed route template will display similar to the following:
Recipients Display
The recipients display in a card view or a grid format.
To view the recipients in a card view, click the non-grid icon, 
.
The card format is the default. Each card includes the following:
If the individual you are including in the route template created a profile picture avatar image, it will display here.
For details on creating a Profile Picture, click here.
To delete an individual from the route template, click the 
if displaying in the card format. Click the 
if displaying in the grid format.
To view the recipients in a grid, click the grid icon, A table similar to the following displays:
If the individual you are including in the route template created a profile picture avatar image, it will display at the beginning of each row. For details on creating a Profile Picture, click here. |
, located above and to the right of the listed recipients.
Sequence
If you have already assigned a sequence number to an individual, that number displays in the Sequence pane. That is the default sequence number. You can manually change the sequence number here. When you do, the card will systematically move to its new position in the sequence.
For details on creating the default sequence, click here.
Adding Tasks
Tasks are created on the Tasks page. Click here for details.
1.To assign a task to an individual included in a route template, click TASKS.
The Add Tasks For . . . displays:
2.Click the check box of the task(s) to assign.
3.Click 
.
Note: You can click CREATE TASK to create a new task on the fly.
Events
Events are created on the Events page. Click here for details.
1.To assign an event to an individual included in a route template, click EVENTS.
The Add Events For . . . displays:
2.Click the check box of the event(s) to assign.
3.Click .
Note: You can click CREATE EVENT to create a new task on the fly.