Prerequisite: The company must have purchased the DocRoute™ module.
1.From the ribbon toolbar, click DocRoute.
2.Click Quick Route.
The Document Route Configuration dialog displays:
3.Click the green plus to access the Add Recipients dialog.
The Add Recipients dialog similar to the following displays:
4.Use the Find field to locate a recipient in the Users/Groups.
5.If appropriate to add an external user, click Add Email.
The following Add External User dialog displays:
6.Enter the appropriate information for the external user in the Email field, First field and Last field.
7.Click OK.
8.Click Route.