Go here to:
• Create a new routing rule without going through the wizard.
• Manage user roles.
• Manage routing groups.

1.Click Advanced.
 
Note:  You can also double click on the rule entry to access the Invoice Routing Rule Properties window.
 
The Invoice Routing Rule Properties window displays:
 

 
Add New Parent Rules or adjust existing rules here.
 
2.Click Manage User Roles, 
 . This is where you can assign users to roles.
 
The Manage User Roles dialog box similar to the following displays: 
 

3.Click Add or Edit.
 

 
In addition to adding a user role, you can also add or adjust the role's routing sequence for invoices and within DocRoute™.
 
4.Click OK.
 
5.Click Manage Routing Groups, 
.
 
The Manage Routing Rules Groups dialog box similar to the following displays:
 

 
6.Click Add.
 
The Add Routing Group dialog box displays:
 

 
7.In the Description field, add a new routing group.
8.Click the Active check box if the newly added routing group should immediately be active.
9.Click OK.