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pVault® Help

The DocRoute™ tab contains command icons used in the DocRoute™ module to route documents for collaboration and approval.

Click here to read more about document routing.

 

DocRoute Tab - DocRoute - 48x48 -  Light Version

Document Routing

Click to open the Document Routing sidebar.

Go here to perform document routing as well as check the status of previously routed documents.

Click here for more details.

 

DocRoute Tab - Quick Route - 48x48 - Light Version

Quick Route

Click to open the Document Route Configuration window.

Go here to route the current document to user(s) within the DocRoute™ module.

Click here for more details.

 

DocRoute Tab - Manage DocRoute - 48x48 - Light Version

Manage DocRoute

Click to open the Manage Document Routing window.

This is where you can set up routing rules, proxy users, default sequence codes and routing groups.

Click here for more details.

 

 

Version 2024.01.36 1/30/2025
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