DocRoute™ Tab

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DocRoute™ Tab

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.

 

DocRouteButton

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.

 

QuickRouteButton

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.

 

ManageDocRouteButton

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 2023.1.1 06/18/2024
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