Settings

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You are here:  DocRoute™ Module > Document Routing and the DocRoute™ Sidebar >

Settings

1.From the ribbon toolbar, click DocRoute™.

2.Click Document Routing.

3.From the Document Routing sidebar, click Settings.
The following Document Route Settings dialog displays with the General tab active:
 
DocRouteSettingsGeneraltab-mh
 

4.In the Result Filtering box, enter a number in the Filter Count field to reflect the maximum number of items displaying in a user's queue.

5.Determine if the filtered items should display Newest First or Oldest First and click the appropriate radio button.

6.In the Auto Refresh box, an automatic Document Routing refresh can be set. In the Auto Refresh Interval, use the dropdown to select the amount of time between refreshes.

7.Click OK.

8.Click the Proxy Users tab.
A dialog similar to the following displays:
 
DocRouteSettingsProxyUserstab-mh
 
Access this dialog to establish rights to view and manipulate the Administrator's DocRoute.
 

9.For the DocRoute User highlighted in the left box, click the box to assign their Proxy User.
 
For example, if an individual is away from their office for a time, another individual with proxy rights to the first individual's DocRoute queue can route, release and approve documents.
 

10. If appropriate, click Receive Notifications for the proxy user to receive notification of new items arriving in the associated DocRoute User's queue.