Using the Webdocs Route Designer
The Webdocs Route Designer is a program you can use to create approval routes for documents that need to move within your organization from employee to employee. Webdocs Route Designer is part of the Webdocs installer and can be installed on any system you will use to manage routing.
When you create routes in the Webdocs Route Designer, the documents themselves remain in Webdocs. Webdocs users who are assigned to a route step can view, work with, approve, or reject a document—all from the Webdocs interface.
If a user has a document that is waiting for their review, a link to their routing inbox will display on their home page. The user will also see that a document is waiting for them in their routing inbox on the Document tab.
Users who are assigned to a route step can:
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View a document from their routing inbox.
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Review the document's information, like its title, Document Type, and search keys.
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Approve the document and send it to the next step on its route.
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Reject the document.
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Send a note with an approval or a rejection.
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Transfer the document to another route.
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Complete the document route.
This section takes you through the steps to create and manage a route:
Logging In to the Webdocs Route Designer